Financial Advocates Investment Management’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,119
| Closed | -$210K | – | 770 |
|
2024
Q1 | $210K | Hold |
6,119
| – | – | 0.01% | 700 |
|
2023
Q4 | $214K | Hold |
6,119
| – | – | 0.01% | 670 |
|
2023
Q3 | $204K | Hold |
6,119
| – | – | 0.01% | 650 |
|
2023
Q2 | $220K | Hold |
6,119
| – | – | 0.02% | 619 |
|
2023
Q1 | $230K | Hold |
6,119
| – | – | 0.02% | 629 |
|
2022
Q4 | $242K | Hold |
6,119
| – | – | 0.02% | 611 |
|
2022
Q3 | $223K | Hold |
6,119
| – | – | 0.02% | 626 |
|
2022
Q2 | $236K | Sell |
6,119
-1,411
| -19% | -$54.4K | 0.02% | 568 |
|
2022
Q1 | $308K | Hold |
7,530
| – | – | 0.02% | 568 |
|
2021
Q4 | $289K | Buy |
7,530
+1,086
| +17% | +$41.7K | 0.02% | 637 |
|
2021
Q3 | $213K | Buy |
6,444
+325
| +5% | +$10.7K | 0.01% | 687 |
|
2021
Q2 | $206K | Buy |
+6,119
| New | +$206K | 0.01% | 685 |
|
2020
Q1 | – | Sell |
-6,221
| Closed | -$277K | – | 523 |
|
2019
Q4 | $277K | Hold |
6,221
| – | – | 0.03% | 409 |
|
2019
Q3 | $282K | Hold |
6,221
| – | – | 0.03% | 389 |
|
2019
Q2 | $265K | Hold |
6,221
| – | – | 0.03% | 385 |
|
2019
Q1 | $268K | Hold |
6,221
| – | – | 0.03% | 378 |
|
2018
Q4 | $244K | Buy |
6,221
+102
| +2% | +$4K | 0.03% | 376 |
|
2018
Q3 | $222K | Sell |
6,119
-110
| -2% | -$3.99K | 0.02% | 459 |
|
2018
Q2 | $219K | Hold |
6,229
| – | – | 0.03% | 444 |
|
2018
Q1 | $204K | Sell |
6,229
-3,228
| -34% | -$106K | 0.03% | 459 |
|
2017
Q4 | $311K | Buy |
+9,457
| New | +$311K | 0.04% | 352 |
|