Foundations Investment Advisors’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
15,350
+14
| +0.1% | +$621 | 0.01% | 509 |
|
|
2025
Q1 | $705K | Buy |
15,336
+593
| +4% | +$27.3K | 0.01% | 486 |
|
|
2024
Q4 | $608K | Buy |
14,743
+4,328
| +42% | +$179K | 0.01% | 505 |
|
|
2024
Q3 | $427K | Buy |
10,415
+28
| +0.3% | +$1.15K | 0.01% | 553 |
|
|
2024
Q2 | $371K | Buy |
10,387
+30
| +0.3% | +$1.07K | 0.01% | 564 |
|
|
2024
Q1 | $355K | Sell |
10,357
-2,104
| -17% | -$72.2K | 0.01% | 541 |
|
|
2023
Q4 | $422K | Sell |
12,461
-678
| -5% | -$23K | 0.01% | 475 |
|
|
2023
Q3 | $438K | Buy |
13,139
+880
| +7% | +$29.3K | 0.01% | 423 |
|
|
2023
Q2 | $440K | Buy |
12,259
+1,335
| +12% | +$47.9K | 0.01% | 388 |
|
|
2023
Q1 | $411K | Buy |
+10,924
| New | +$411K | 0.01% | 347 |
|