J.P. Morgan Private Wealth Advisors’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,239
| Closed | -$875K | – | 1778 |
|
|
2023
Q1 | $875K | Sell |
23,239
-191
| -0.8% | -$7.19K | ﹤0.01% | 1226 |
|
|
2022
Q4 | $927K | Buy |
23,430
+2,403
| +11% | +$95K | ﹤0.01% | 1180 |
|
|
2022
Q3 | $767K | Sell |
21,027
-22,619
| -52% | -$825K | ﹤0.01% | 1265 |
|
|
2022
Q2 | $1.68M | Sell |
43,646
-14
| -0% | -$540 | ﹤0.01% | 898 |
|
|
2022
Q1 | $1.78M | Buy |
43,660
+358
| +0.8% | +$14.6K | ﹤0.01% | 951 |
|
|
2021
Q4 | $1.66M | Buy |
43,302
+1,370
| +3% | +$52.6K | ﹤0.01% | 991 |
|
|
2021
Q3 | $1.38M | Buy |
41,932
+15,901
| +61% | +$524K | ﹤0.01% | 1057 |
|
|
2021
Q2 | $876K | Sell |
26,031
-1,757
| -6% | -$59.1K | ﹤0.01% | 1254 |
|
|
2021
Q1 | $899K | Buy |
27,788
+3,396
| +14% | +$110K | ﹤0.01% | 1088 |
|
|
2020
Q4 | $777K | Buy |
24,392
+16,394
| +205% | +$522K | ﹤0.01% | 1102 |
|
|
2020
Q3 | $240K | Sell |
7,998
-2,604
| -25% | -$78.1K | ﹤0.01% | 1455 |
|
|
2020
Q2 | $322K | Buy |
10,602
+3,513
| +50% | +$107K | ﹤0.01% | 1280 |
|
|
2020
Q1 | $218K | Buy |
+7,089
| New | +$218K | ﹤0.01% | 1266 |
|
|
2017
Q3 | – | Sell |
-7,470
| Closed | -$260K | – | 1269 |
|
|
2017
Q2 | $260K | Sell |
7,470
-272
| -4% | -$9.47K | ﹤0.01% | 1064 |
|
|
2017
Q1 | $271K | Hold |
7,742
| – | – | ﹤0.01% | 1111 |
|
|
2016
Q4 | $258K | Buy |
+7,742
| New | +$258K | ﹤0.01% | 1065 |
|
|
2016
Q3 | – | Sell |
-6,998
| Closed | -$229K | – | 1258 |
|
|
2016
Q2 | $229K | Buy |
+6,998
| New | +$229K | ﹤0.01% | 1102 |
|