Heritage Trust’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $966K | Buy |
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|
2025
Q2 | $767K | Sell |
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|
2025
Q1 | $885K | Sell |
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|
2024
Q4 | $836K | Buy |
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|
2024
Q2 | $761K | Buy |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $578K | Hold |
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|
2022
Q4 | $607K | Hold |
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|
2022
Q3 | $559K | Hold |
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|
2022
Q2 | $592K | Hold |
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|
2022
Q1 | $625K | Hold |
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|
2021
Q4 | $590K | Buy |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $487K | Hold |
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|
2021
Q1 | $469K | Buy |
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|
2020
Q4 | $397K | Sell |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $406K | Buy |
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|
2020
Q1 | $349K | Buy |
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|
2019
Q4 | $492K | Buy |
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|
2019
Q3 | $354K | Hold |
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|
2019
Q2 | $332K | Sell |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $245K | Sell |
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|
2018
Q3 | $262K | Hold |
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|
2018
Q2 | $254K | Hold |
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|
2018
Q1 | $235K | Hold |
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|
2017
Q4 | $237K | Hold |
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|
2017
Q3 | $259K | Sell |
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|
2017
Q2 | $250K | Buy |
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|
2017
Q1 | $104K | Buy |
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