Glassman Wealth Services’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23
| Closed | -$803 | – | 1287 |
|
|
2023
Q4 | $803 | Sell |
23
-24
| -51% | -$828 | ﹤0.01% | 1602 |
|
|
2023
Q3 | $1.57K | Buy |
47
+20
| +74% | +$701 | ﹤0.01% | 1413 |
|
|
2023
Q2 | $970 | Hold |
27
| – | – | ﹤0.01% | 1451 |
|
|
2023
Q1 | $1.02K | Buy |
27
+1
| +4% | +$38 | ﹤0.01% | 1428 |
|
|
2022
Q4 | $1.03K | Sell |
26
-51
| -66% | -$1.93K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 1143 |
|
|
2022
Q2 | $3K | Buy |
77
+8
| +12% | +$318 | ﹤0.01% | 1156 |
|
|
2022
Q1 | $3K | Hold |
69
| – | – | ﹤0.01% | 1149 |
|
|
2021
Q4 | $3K | Buy |
69
+55
| +393% | +$1.93K | ﹤0.01% | 1120 |
|
|
2021
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1748 |
|
|
2021
Q2 | $0 | Buy |
14
+10
| +250% | +$337 | ﹤0.01% | 1587 |
|
|
2021
Q1 | $0 | Buy |
+4
| New | +$126 | ﹤0.01% | 1569 |
|
|
2020
Q4 | – | Sell |
-18
| Closed | -$1K | – | 1476 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1206 |
|
|
2020
Q2 | $1K | Buy |
18
+9
| +100% | +$278 | ﹤0.01% | 1078 |
|
|
2020
Q1 | $0 | Sell |
9
-8
| -47% | -$323 | ﹤0.01% | 1425 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 988 |
|
|
2019
Q3 | $1K | Buy |
17
+5
| +42% | +$217 | ﹤0.01% | 887 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 898 |
|
|
2019
Q1 | $1K | Buy |
12
+5
| +71% | +$207 | ﹤0.01% | 858 |
|
|
2018
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 916 |
|
|
2018
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 919 |
|
|
2018
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 907 |
|
|
2018
Q1 | $0 | Buy |
+7
| New | +$221 | ﹤0.01% | 863 |
|
Other funds holding OGE
CIA
TSW
