Lido Advisors’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,019
| Closed | -$400K | – | 568 |
|
|
2020
Q1 | $400K | Buy |
13,019
+27
| +0.2% | +$830 | 0.02% | 332 |
|
|
2019
Q4 | $578K | Hold |
12,992
| – | – | 0.02% | 313 |
|
|
2019
Q3 | $590K | Hold |
12,992
| – | – | 0.03% | 261 |
|
|
2019
Q2 | $552K | Sell |
12,992
-543
| -4% | -$23.1K | 0.03% | 254 |
|
|
2019
Q1 | $583K | Sell |
13,535
-1,128
| -8% | -$48.6K | 0.04% | 238 |
|
|
2018
Q4 | $574K | Hold |
14,663
| – | – | 0.06% | 184 |
|
|
2018
Q3 | $532K | Buy |
14,663
+543
| +4% | +$19.7K | 0.05% | 212 |
|
|
2018
Q2 | $497K | Hold |
14,120
| – | – | 0.06% | 193 |
|
|
2018
Q1 | $462K | Hold |
14,120
| – | – | 0.06% | 188 |
|
|
2017
Q4 | $464K | Sell |
14,120
-12,991
| -48% | -$427K | 0.07% | 149 |
|
|
2017
Q3 | $998K | Buy |
+27,111
| New | +$998K | 0.16% | 76 |
|
|
2017
Q2 | – | Sell |
-31,111
| Closed | -$1.06M | – | 277 |
|
|
2017
Q1 | $1.06M | Buy |
+31,111
| New | +$1.06M | 0.29% | 54 |
|