Jones Financial Companies’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 | $2.1M | Buy |
44,262
+388
| +0.9% | +$17.8K | ﹤0.01% | 1405 |
|
|
2025
Q4 | $1.87M | Buy |
43,874
+4,506
| +11% | +$201K | ﹤0.01% | 978 |
|
|
2025
Q3 | $1.8M | Buy |
39,368
+4,752
| +14% | +$213K | ﹤0.01% | 897 |
|
|
2025
Q2 | $1.52M | Buy |
34,616
+3,345
| +11% | +$148K | ﹤0.01% | 838 |
|
|
2025
Q1 | $1.42M | Buy |
31,271
+7,186
| +30% | +$313K | ﹤0.01% | 743 |
|
|
2024
Q4 | $993K | Buy |
24,085
+6,657
| +38% | +$277K | ﹤0.01% | 750 |
|
|
2024
Q3 | $712K | Buy |
17,428
+10,733
| +160% | +$417K | ﹤0.01% | 705 |
|
|
2024
Q2 | $239K | Buy |
6,695
+4,456
| +199% | +$156K | ﹤0.01% | 775 |
|
|
2024
Q1 | $76.8K | Buy |
2,239
+672
| +43% | +$22.6K | ﹤0.01% | 649 |
|
|
2023
Q4 | $54.7K | Buy |
1,567
+150
| +11% | +$5.17K | ﹤0.01% | 462 |
|
|
2023
Q3 | $47.2K | Hold |
1,417
| – | – | ﹤0.01% | 373 |
|
|
2023
Q2 | $50.9K | Buy |
1,417
+440
| +45% | +$16.2K | ﹤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% | -$56.2K | ﹤0.01% | 345 |
|
|
2022
Q2 | $91K | Buy |
2,369
+1,392
| +142% | +$55.3K | ﹤0.01% | 298 |
|
|
2022
Q1 | $40K | Buy |
977
+384
| +65% | +$14.6K | ﹤0.01% | 372 |
|
|
2021
Q4 | $23K | Hold |
593
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $20K | Sell |
593
-1,207
| -67% | -$41.7K | ﹤0.01% | 428 |
|
|
2021
Q2 | $61K | Buy |
1,800
+714
| +66% | +$24.1K | ﹤0.01% | 302 |
|
|
2021
Q1 | $35K | Buy |
1,086
+187
| +21% | +$5.89K | ﹤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 | +$374K | ﹤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% | -$22.5K | ﹤0.01% | 208 |
|
|
2017
Q1 | $247K | Sell |
7,064
-1,663
| -19% | -$57.9K | ﹤0.01% | 206 |
|
|
2016
Q4 | $292K | Buy |
8,727
+194
| +2% | +$6.13K | ﹤0.01% | 205 |
|
|
2016
Q3 | $270K | Sell |
8,533
-2,801
| -25% | -$88.7K | ﹤0.01% | 205 |
|
|
2016
Q2 | $371K | Buy |
11,334
+2,315
| +26% | +$69.3K | ﹤0.01% | 192 |
|
|
2016
Q1 | $258K | Sell |
9,019
-1,373
| -13% | -$36.2K | ﹤0.01% | 203 |
|
|
2015
Q4 | $273K | Sell |
10,392
-2,081
| -17% | -$55.9K | ﹤0.01% | 212 |
|
|
2015
Q3 | $341K | Buy |
12,473
+3,703
| +42% | +$106K | ﹤0.01% | 202 |
|
|
2015
Q2 | $250K | Buy |
+8,770
| New | +$273K | ﹤0.01% | 213 |
|
|
2013
Q4 | – | Sell |
-3,801
| Closed | -$137K | – | 441 |
|
|
2013
Q3 | $137K | Buy |
3,801
+2,857
| +303% | +$103K | ﹤0.01% | 222 |
|
|
2013
Q2 | $32K | Buy |
+944
| New | +$32.8K | ﹤0.01% | 377 |
|
Other funds holding OGE
VPM
VCM
