Financial Architects (New Jersey)’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-700
| Closed | -$21K | – | 598 |
|
2020
Q2 | $21K | Hold |
700
| – | – | ﹤0.01% | 544 |
|
2020
Q1 | $22K | Hold |
700
| – | – | 0.01% | 495 |
|
2019
Q4 | $31K | Hold |
700
| – | – | 0.01% | 493 |
|
2019
Q3 | $32K | Hold |
700
| – | – | 0.01% | 501 |
|
2019
Q2 | $30K | Hold |
700
| – | – | 0.01% | 535 |
|
2019
Q1 | $30K | Sell |
700
-265
| -27% | -$11.4K | 0.01% | 672 |
|
2018
Q4 | $37K | Hold |
965
| – | – | 0.01% | 565 |
|
2018
Q3 | $35K | Buy |
965
+265
| +38% | +$9.61K | 0.01% | 647 |
|
2018
Q2 | $25K | Hold |
700
| – | – | ﹤0.01% | 753 |
|
2018
Q1 | $23K | Hold |
700
| – | – | ﹤0.01% | 740 |
|
2017
Q4 | $23K | Hold |
700
| – | – | ﹤0.01% | 821 |
|
2017
Q3 | $25K | Sell |
700
-500
| -42% | -$17.9K | ﹤0.01% | 814 |
|
2017
Q2 | $42K | Hold |
1,200
| – | – | 0.01% | 642 |
|
2017
Q1 | $42K | Hold |
1,200
| – | – | 0.01% | 645 |
|
2016
Q4 | $40K | Hold |
1,200
| – | – | 0.01% | 621 |
|
2016
Q3 | $38K | Hold |
1,200
| – | – | 0.01% | 651 |
|
2016
Q2 | $39K | Hold |
1,200
| – | – | 0.01% | 603 |
|
2016
Q1 | $34K | Buy |
+1,200
| New | +$34K | 0.01% | 461 |
|
2015
Q3 | – | Sell |
-1,900
| Closed | -$54K | – | 667 |
|
2015
Q2 | $54K | Hold |
1,900
| – | – | 0.02% | 413 |
|
2015
Q1 | $60K | Hold |
1,900
| – | – | 0.02% | 373 |
|
2014
Q4 | $67K | Hold |
1,900
| – | – | 0.03% | 310 |
|
2014
Q3 | $71K | Hold |
1,900
| – | – | 0.03% | 272 |
|
2014
Q2 | $74K | Buy |
+1,900
| New | +$74K | 0.04% | 275 |
|
2013
Q4 | – | Sell |
-400
| Closed | -$14K | – | 425 |
|
2013
Q3 | $14K | Sell |
400
-200
| -33% | -$7K | 0.01% | 441 |
|
2013
Q2 | $20K | Buy |
+600
| New | +$20K | 0.01% | 363 |
|