Jones Financial Companies’s OGE Energy OGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
34,616
+3,345
| +11% | +$147K | ﹤0.01% | 838 |
|
|
2025
Q1 | $1.42M | Buy |
31,271
+7,186
| +30% | +$327K | ﹤0.01% | 743 |
|
|
2024
Q4 | $993K | Buy |
24,085
+6,657
| +38% | +$275K | ﹤0.01% | 750 |
|
|
2024
Q3 | $712K | Buy |
17,428
+10,733
| +160% | +$438K | ﹤0.01% | 705 |
|
|
2024
Q2 | $239K | Buy |
6,695
+4,456
| +199% | +$159K | ﹤0.01% | 775 |
|
|
2024
Q1 | $76.8K | Buy |
2,239
+672
| +43% | +$23.1K | ﹤0.01% | 649 |
|
|
2023
Q4 | $54.7K | Buy |
1,567
+150
| +11% | +$5.24K | ﹤0.01% | 462 |
|
|
2023
Q3 | $47.2K | Hold |
1,417
| – | – | ﹤0.01% | 373 |
|
|
2023
Q2 | $50.9K | Buy |
1,417
+440
| +45% | +$15.8K | ﹤0.01% | 363 |
|
|
2023
Q1 | $36.8K | Hold |
977
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $39K | Hold |
977
| – | – | ﹤0.01% | 363 |
|
|
2022
Q3 | $36K | Sell |
977
-1,392
| -59% | -$51.3K | ﹤0.01% | 345 |
|
|
2022
Q2 | $91K | Buy |
2,369
+1,392
| +142% | +$53.5K | ﹤0.01% | 298 |
|
|
2022
Q1 | $40K | Buy |
977
+384
| +65% | +$15.7K | ﹤0.01% | 372 |
|
|
2021
Q4 | $23K | Hold |
593
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $20K | Sell |
593
-1,207
| -67% | -$40.7K | ﹤0.01% | 428 |
|
|
2021
Q2 | $61K | Buy |
1,800
+714
| +66% | +$24.2K | ﹤0.01% | 302 |
|
|
2021
Q1 | $35K | Buy |
1,086
+187
| +21% | +$6.03K | ﹤0.01% | 398 |
|
|
2020
Q4 | $29K | Buy |
+899
| New | +$29K | ﹤0.01% | 336 |
|
|
2018
Q2 | – | Sell |
-11,830
| Closed | -$388K | – | 212 |
|
|
2018
Q1 | $388K | Buy |
+11,830
| New | +$388K | ﹤0.01% | 182 |
|
|
2017
Q4 | – | Sell |
-6,422
| Closed | -$231K | – | 227 |
|
|
2017
Q3 | $231K | Hold |
6,422
| – | – | ﹤0.01% | 200 |
|
|
2017
Q2 | $223K | Sell |
6,422
-642
| -9% | -$22.3K | ﹤0.01% | 208 |
|
|
2017
Q1 | $247K | Sell |
7,064
-1,663
| -19% | -$58.1K | ﹤0.01% | 206 |
|
|
2016
Q4 | $292K | Buy |
8,727
+194
| +2% | +$6.49K | ﹤0.01% | 205 |
|
|
2016
Q3 | $270K | Sell |
8,533
-2,801
| -25% | -$88.6K | ﹤0.01% | 205 |
|
|
2016
Q2 | $371K | Buy |
11,334
+2,315
| +26% | +$75.8K | ﹤0.01% | 192 |
|
|
2016
Q1 | $258K | Sell |
9,019
-1,373
| -13% | -$39.3K | ﹤0.01% | 203 |
|
|
2015
Q4 | $273K | Sell |
10,392
-2,081
| -17% | -$54.7K | ﹤0.01% | 212 |
|
|
2015
Q3 | $341K | Buy |
12,473
+3,703
| +42% | +$101K | ﹤0.01% | 202 |
|
|
2015
Q2 | $250K | Buy |
+8,770
| New | +$250K | ﹤0.01% | 213 |
|
|
2013
Q4 | – | Sell |
-3,801
| Closed | -$137K | – | 441 |
|
|
2013
Q3 | $137K | Buy |
3,801
+3,329
| +705% | +$120K | ﹤0.01% | 222 |
|
|
2013
Q2 | $32K | Buy |
+472
| New | +$32K | ﹤0.01% | 377 |
|