Geneos Wealth Management’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 | $478K | Sell |
10,761
-7,379
| -41% | -$327K | 0.01% | 724 |
|
|
2025
Q1 | $834K | Buy |
18,140
+10,250
| +130% | +$471K | 0.01% | 728 |
|
|
2024
Q4 | $325K | Sell |
7,890
-242
| -3% | -$9.98K | 0.01% | 687 |
|
|
2024
Q3 | $334K | Buy |
8,132
+1,183
| +17% | +$48.5K | 0.01% | 644 |
|
|
2024
Q2 | $248K | Hold |
6,949
| – | – | 0.01% | 656 |
|
|
2024
Q1 | $238K | Sell |
6,949
-1,165
| -14% | -$40K | 0.01% | 656 |
|
|
2023
Q4 | $283K | Sell |
8,114
-419
| -5% | -$14.6K | 0.01% | 591 |
|
|
2023
Q3 | $284K | Sell |
8,533
-356
| -4% | -$11.9K | 0.01% | 588 |
|
|
2023
Q2 | $319K | Sell |
8,889
-416
| -4% | -$14.9K | 0.02% | 572 |
|
|
2023
Q1 | $350K | Buy |
9,305
+5,876
| +171% | +$221K | 0.02% | 517 |
|
|
2022
Q4 | $136K | Sell |
3,429
-990
| -22% | -$39.2K | 0.01% | 752 |
|
|
2022
Q3 | $161K | Sell |
4,419
-18,183
| -80% | -$662K | 0.01% | 664 |
|
|
2022
Q2 | $905K | Buy |
22,602
+17
| +0.1% | +$681 | 0.04% | 343 |
|
|
2022
Q1 | $921K | Sell |
22,585
-1,434
| -6% | -$58.5K | 0.04% | 377 |
|
|
2021
Q4 | $921K | Buy |
24,019
+1,072
| +5% | +$41.1K | 0.04% | 423 |
|
|
2021
Q3 | $757K | Buy |
22,947
+12
| +0.1% | +$396 | 0.03% | 465 |
|
|
2021
Q2 | $785K | Sell |
22,935
-166
| -0.7% | -$5.68K | 0.03% | 441 |
|
|
2021
Q1 | $775K | Buy |
23,101
+10
| +0% | +$335 | 0.02% | 506 |
|
|
2020
Q4 | $748K | Buy |
23,091
+529
| +2% | +$17.1K | 0.03% | 435 |
|
|
2020
Q3 | $661K | Sell |
22,562
-441
| -2% | -$12.9K | 0.03% | 369 |
|
|
2020
Q2 | $675K | Buy |
23,003
+361
| +2% | +$10.6K | 0.04% | 356 |
|
|
2020
Q1 | $724K | Buy |
22,642
+248
| +1% | +$7.93K | 0.05% | 308 |
|
|
2019
Q4 | $986K | Buy |
22,394
+11,174
| +100% | +$492K | 0.05% | 303 |
|
|
2019
Q3 | $509K | Sell |
11,220
-1
| -0% | -$45 | 0.03% | 403 |
|
|
2019
Q2 | $477K | Buy |
11,221
+8
| +0.1% | +$340 | 0.03% | 416 |
|
|
2019
Q1 | $483K | Buy |
11,213
+620
| +6% | +$26.7K | 0.03% | 408 |
|
|
2018
Q4 | $413K | Sell |
10,593
-342
| -3% | -$13.3K | 0.03% | 414 |
|
|
2018
Q3 | $397K | Buy |
10,935
+2,550
| +30% | +$92.6K | 0.03% | 437 |
|
|
2018
Q2 | $295K | Sell |
8,385
-229
| -3% | -$8.06K | 0.02% | 450 |
|
|
2018
Q1 | $282K | Buy |
8,614
+11
| +0.1% | +$360 | 0.02% | 438 |
|
|
2017
Q4 | $283K | Buy |
8,603
+278
| +3% | +$9.15K | 0.03% | 438 |
|
|
2017
Q3 | $299K | Buy |
8,325
+7
| +0.1% | +$251 | 0.03% | 405 |
|
|
2017
Q2 | $289K | Sell |
8,318
-118
| -1% | -$4.1K | 0.03% | 405 |
|
|
2017
Q1 | $295K | Sell |
8,436
-78
| -0.9% | -$2.73K | 0.03% | 390 |
|
|
2016
Q4 | $284K | Buy |
8,514
+284
| +3% | +$9.47K | 0.04% | 372 |
|
|
2016
Q3 | $260K | Sell |
8,230
-1,115
| -12% | -$35.2K | 0.04% | 391 |
|
|
2016
Q2 | $304K | Buy |
9,345
+4,109
| +78% | +$134K | 0.04% | 343 |
|
|
2016
Q1 | $151K | Buy |
+5,236
| New | +$151K | 0.02% | 489 |
|