Gradient Investments’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
Q3 | – | Sell |
-1,892
| Closed | -$67.5K | – | 974 |
|
|
2024
Q2 | $67.5K | Buy |
+1,892
| New | +$66.4K | ﹤0.01% | 452 |
|
|
2024
Q1 | – | Sell |
-2,218
| Closed | -$77.5K | – | 1637 |
|
|
2023
Q4 | $77.5K | Sell |
2,218
-230
| -9% | -$7.93K | ﹤0.01% | 462 |
|
|
2023
Q3 | $81.6K | Sell |
2,448
-134
| -5% | -$4.7K | ﹤0.01% | 424 |
|
|
2023
Q2 | $92.7K | Sell |
2,582
-195
| -7% | -$7.18K | ﹤0.01% | 416 |
|
|
2023
Q1 | $105K | Sell |
2,777
-187
| -6% | -$7.03K | ﹤0.01% | 369 |
|
|
2022
Q4 | $117K | Sell |
2,964
-122
| -4% | -$4.63K | ﹤0.01% | 365 |
|
|
2022
Q3 | $113K | Sell |
3,086
-122
| -4% | -$4.92K | ﹤0.01% | 344 |
|
|
2022
Q2 | $124K | Sell |
3,208
-165
| -5% | -$6.56K | ﹤0.01% | 348 |
|
|
2022
Q1 | $138K | Sell |
3,373
-62
| -2% | -$2.35K | ﹤0.01% | 330 |
|
|
2021
Q4 | $132K | Buy |
+3,435
| New | +$120K | ﹤0.01% | 330 |
|
|
2019
Q1 | – | Sell |
-367
| Closed | -$14K | – | 961 |
|
|
2018
Q4 | $14K | Hold |
367
| – | – | ﹤0.01% | 519 |
|
|
2018
Q3 | $13K | Hold |
367
| – | – | ﹤0.01% | 584 |
|
|
2018
Q2 | $13K | Hold |
367
| – | – | ﹤0.01% | 567 |
|
|
2018
Q1 | $12K | Hold |
367
| – | – | ﹤0.01% | 597 |
|
|
2017
Q4 | $12K | Buy |
+367
| New | +$13K | ﹤0.01% | 562 |
|
|
2016
Q4 | – | Sell |
-87
| Closed | -$3K | – | 778 |
|
|
2016
Q3 | $3K | Buy |
+87
| New | +$2.75K | ﹤0.01% | 588 |
|
|
2016
Q2 | – | Sell |
-264
| Closed | -$8K | – | 766 |
|
|
2016
Q1 | $8K | Hold |
264
| – | – | ﹤0.01% | 469 |
|
|
2015
Q4 | $7K | Buy |
+264
| New | +$7.09K | ﹤0.01% | 445 |
|
Other funds holding OGE
CIA
TSW
