LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s OGE Energy OGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$14.4K | – | 639 |
|
|
2023
Q2 | $14.4K | Buy |
+400
| New | +$14.4K | ﹤0.01% | 524 |
|
|
2019
Q4 | – | Sell |
-25
| Closed | -$1K | – | 697 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 665 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 696 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 684 |
|
|
2018
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 718 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 636 |
|
|
2018
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 716 |
|
|
2018
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 777 |
|
|
2017
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 835 |
|
|
2017
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 872 |
|