GoalVest Advisory’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-126
| Closed | -$4.4K | – | 456 |
|
|
2023
Q4 | $4.4K | Sell |
126
-29,384
| -100% | -$1.03M | ﹤0.01% | 293 |
|
|
2023
Q3 | $984K | Buy |
29,510
+1,370
| +5% | +$45.7K | 0.49% | 33 |
|
|
2023
Q2 | $1.01M | Sell |
28,140
-10,111
| -26% | -$363K | 0.52% | 29 |
|
|
2023
Q1 | $1.44M | Buy |
38,251
+4,246
| +12% | +$160K | 0.84% | 19 |
|
|
2022
Q4 | $1.34M | Buy |
34,005
+3,840
| +13% | +$152K | 0.87% | 21 |
|
|
2022
Q3 | $1.1M | Buy |
30,165
+4,006
| +15% | +$146K | 0.77% | 27 |
|
|
2022
Q2 | $1.01M | Buy |
+26,159
| New | +$1.01M | 0.64% | 45 |
|