IFP Advisors’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.4K | Buy |
529
+61
| +13% | +$2.79K | ﹤0.01% | 2654 |
|
|
2025
Q4 | $20K | Sell |
468
-18
| -4% | -$803 | ﹤0.01% | 2727 |
|
|
2025
Q3 | $22.5K | Buy |
486
+56
| +13% | +$2.51K | ﹤0.01% | 2521 |
|
|
2025
Q2 | $19.1K | Buy |
430
+326
| +313% | +$14.5K | ﹤0.01% | 2571 |
|
|
2025
Q1 | $4.78K | Hold |
104
| – | – | ﹤0.01% | 2861 |
|
|
2024
Q4 | $4.29K | Buy |
104
+17
| +20% | +$708 | ﹤0.01% | 2847 |
|
|
2024
Q3 | $3.57K | Hold |
87
| – | – | ﹤0.01% | 2774 |
|
|
2024
Q2 | $3.1K | Sell |
87
-35
| -29% | -$1.23K | ﹤0.01% | 2715 |
|
|
2024
Q1 | $4.18K | Buy |
+122
| New | +$4.09K | ﹤0.01% | 2508 |
|
|
2023
Q4 | – | Sell |
-800
| Closed | -$26.7K | – | 3242 |
|
|
2023
Q3 | $26.7K | Hold |
800
| – | – | ﹤0.01% | 1804 |
|
|
2023
Q2 | $28.7K | Sell |
800
-1,839
| -70% | -$67.7K | ﹤0.01% | 1848 |
|
|
2023
Q1 | $90.7K | Sell |
2,639
-9,955
| -79% | -$374K | ﹤0.01% | 1296 |
|
|
2022
Q4 | $442K | Buy |
12,594
+203
| +2% | +$7.7K | 0.01% | 947 |
|
|
2022
Q3 | $441K | Buy |
12,391
+9,993
| +417% | +$403K | 0.01% | 986 |
|
|
2022
Q2 | $88K | Hold |
2,398
| – | – | ﹤0.01% | 1772 |
|
|
2022
Q1 | $88K | Buy |
2,398
+1,598
| +200% | +$60.6K | ﹤0.01% | 1772 |
|
|
2021
Q4 | $31K | Buy |
+800
| New | +$28K | ﹤0.01% | 1752 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4249 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3992 |
|
|
2021
Q1 | – | Sell |
-483
| Closed | -$15.2K | – | 3909 |
|
|
2020
Q4 | $15K | Sell |
483
-42
| -8% | -$1.36K | ﹤0.01% | 1907 |
|
|
2020
Q3 | $15K | Hold |
525
| – | – | ﹤0.01% | 1756 |
|
|
2020
Q2 | $15K | Sell |
525
-208
| -28% | -$6.43K | ﹤0.01% | 1674 |
|
|
2020
Q1 | $22K | Sell |
733
-2,065
| -74% | -$83.5K | ﹤0.01% | 1446 |
|
|
2019
Q4 | $122K | Sell |
2,798
-1,548
| -36% | -$66.9K | 0.01% | 846 |
|
|
2019
Q3 | $197K | Buy |
+4,346
| New | +$188K | 0.01% | 774 |
|
|
2019
Q1 | $112K | Sell |
2,606
-1,286
| -33% | -$53.3K | 0.02% | 652 |
|
|
2018
Q4 | $152K | Sell |
3,892
-227
| -6% | -$8.71K | 0.01% | 987 |
|
|
2018
Q3 | $150K | Sell |
4,119
-168
| -4% | -$6.11K | 0.01% | 1241 |
|
|
2018
Q2 | $151K | Buy |
4,287
+314
| +8% | +$10.6K | 0.01% | 1235 |
|
|
2018
Q1 | $131K | Hold |
3,973
| – | – | 0.01% | 1222 |
|
|
2017
Q4 | $131K | Sell |
3,973
-6,896
| -63% | -$244K | 0.01% | 1232 |
|
|
2017
Q3 | $392K | Buy |
10,869
+175
| +2% | +$6.24K | 0.02% | 791 |
|
|
2017
Q2 | $372K | Buy |
10,694
+80
| +0.8% | +$2.8K | 0.02% | 809 |
|
|
2017
Q1 | $371K | Sell |
10,614
-299
| -3% | -$10.4K | 0.02% | 810 |
|
|
2016
Q4 | $365K | Buy |
10,913
+461
| +4% | +$14.6K | 0.02% | 771 |
|
|
2016
Q3 | $330K | Buy |
10,452
+133
| +1% | +$4.21K | 0.02% | 769 |
|
|
2016
Q2 | $338K | Buy |
10,319
+7,713
| +296% | +$231K | 0.02% | 722 |
|
|
2016
Q1 | $112K | Sell |
2,606
-8,337
| -76% | -$220K | 0.02% | 652 |
|
|
2015
Q4 | $288K | Buy |
+10,943
| New | +$294K | 0.02% | 684 |
|
Other funds holding OGE
VPM
VCM
