Laurel Wealth Advisors (California)’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,924
| Closed | -$496K | – | 782 |
|
|
2021
Q4 | $496K | Buy |
12,924
+1,244
| +11% | +$47.7K | 0.04% | 451 |
|
|
2021
Q3 | $385K | Sell |
11,680
-1,024
| -8% | -$33.8K | 0.07% | 287 |
|
|
2021
Q2 | $427K | Buy |
12,704
+680
| +6% | +$22.9K | 0.06% | 313 |
|
|
2021
Q1 | $389K | Buy |
+12,024
| New | +$389K | 0.06% | 303 |
|
|
2016
Q4 | – | Sell |
-18,985
| Closed | -$600K | – | 269 |
|
|
2016
Q3 | $600K | Hold |
18,985
| – | – | 0.28% | 95 |
|
|
2016
Q2 | $622K | Buy |
18,985
+2,265
| +14% | +$74.2K | 0.3% | 90 |
|
|
2016
Q1 | $479K | Buy |
+16,720
| New | +$479K | 0.24% | 106 |
|