JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28K | Sell |
119
-5
| -4% | -$222 | ﹤0.01% | 1064 |
|
|
2025
Q1 | $5.7K | Buy |
124
+8
| +7% | +$368 | ﹤0.01% | 1071 |
|
|
2024
Q4 | $4.79K | Hold |
116
| – | – | ﹤0.01% | 1141 |
|
|
2024
Q3 | $4.76K | Buy |
116
+22
| +23% | +$903 | ﹤0.01% | 1137 |
|
|
2024
Q2 | $3.36K | Hold |
94
| – | – | ﹤0.01% | 1230 |
|
|
2024
Q1 | $3.23K | Sell |
94
-18
| -16% | -$618 | ﹤0.01% | 1267 |
|
|
2023
Q4 | $3.91K | Buy |
112
+36
| +47% | +$1.26K | ﹤0.01% | 1156 |
|
|
2023
Q3 | $2.53K | Sell |
76
-32
| -30% | -$1.07K | ﹤0.01% | 1273 |
|
|
2023
Q2 | $3.88K | Hold |
108
| – | – | ﹤0.01% | 1116 |
|
|
2023
Q1 | $4.07K | Sell |
108
-11
| -9% | -$414 | ﹤0.01% | 1076 |
|
|
2022
Q4 | $4.71K | Sell |
119
-8
| -6% | -$316 | ﹤0.01% | 1012 |
|
|
2022
Q3 | $5K | Buy |
127
+13
| +11% | +$512 | ﹤0.01% | 995 |
|
|
2022
Q2 | $4K | Buy |
114
+13
| +13% | +$456 | ﹤0.01% | 1098 |
|
|
2022
Q1 | $4K | Buy |
101
+59
| +140% | +$2.34K | ﹤0.01% | 1160 |
|
|
2021
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1126 |
|