MSFP
Mark Sheptoff Financial Planning’s OGE Energy OGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
6,600
| – | – | 0.16% | 76 |
|
|
2025
Q1 | $303K | Hold |
6,600
| – | – | 0.17% | 74 |
|
|
2024
Q4 | $272K | Hold |
6,600
| – | – | 0.15% | 77 |
|
|
2024
Q3 | $271K | Hold |
6,600
| – | – | 0.14% | 83 |
|
|
2024
Q2 | $236K | Hold |
6,600
| – | – | 0.13% | 85 |
|
|
2024
Q1 | $226K | Hold |
6,600
| – | – | 0.13% | 88 |
|
|
2023
Q4 | $231K | Hold |
6,600
| – | – | 0.14% | 82 |
|
|
2023
Q3 | $220K | Hold |
6,600
| – | – | 0.14% | 80 |
|
|
2023
Q2 | $237K | Hold |
6,600
| – | – | 0.14% | 86 |
|
|
2023
Q1 | $249K | Hold |
6,600
| – | – | 0.14% | 87 |
|
|
2022
Q4 | $261K | Hold |
6,600
| – | – | 0.15% | 81 |
|
|
2022
Q3 | $241K | Hold |
6,600
| – | – | 0.15% | 80 |
|
|
2022
Q2 | $254K | Hold |
6,600
| – | – | 0.15% | 83 |
|
|
2022
Q1 | $269K | Hold |
6,600
| – | – | 0.14% | 89 |
|
|
2021
Q4 | $253K | Hold |
6,600
| – | – | 0.12% | 94 |
|
|
2021
Q3 | $218K | Hold |
6,600
| – | – | 0.12% | 104 |
|
|
2021
Q2 | $222K | Hold |
6,600
| – | – | 0.12% | 99 |
|
|
2021
Q1 | $214K | Hold |
6,600
| – | – | 0.12% | 91 |
|
|
2020
Q4 | $210K | Hold |
6,600
| – | – | 0.12% | 91 |
|
|
2020
Q3 | $198K | Hold |
6,600
| – | – | 0.12% | 85 |
|
|
2020
Q2 | $200K | Hold |
6,600
| – | – | 0.13% | 85 |
|
|
2020
Q1 | $203K | Hold |
6,600
| – | – | 0.15% | 77 |
|
|
2019
Q4 | $294K | Hold |
6,600
| – | – | 0.19% | 75 |
|
|
2019
Q3 | $300K | Hold |
6,600
| – | – | 0.2% | 73 |
|
|
2019
Q2 | $281K | Hold |
6,600
| – | – | 0.19% | 80 |
|
|
2019
Q1 | $285K | Hold |
6,600
| – | – | 0.21% | 78 |
|
|
2018
Q4 | $259K | Hold |
6,600
| – | – | 0.22% | 71 |
|
|
2018
Q3 | $240K | Hold |
6,600
| – | – | 0.16% | 92 |
|
|
2018
Q2 | $232K | Hold |
6,600
| – | – | 0.17% | 90 |
|
|
2018
Q1 | $216K | Hold |
6,600
| – | – | 0.15% | 96 |
|
|
2017
Q4 | $217K | Hold |
6,600
| – | – | 0.14% | 99 |
|
|
2017
Q3 | $238K | Hold |
6,600
| – | – | 0.16% | 104 |
|
|
2017
Q2 | $230K | Sell |
6,600
-1
| -0% | -$35 | 0.16% | 104 |
|
|
2017
Q1 | $231K | Buy |
6,601
+1
| +0% | +$35 | 0.16% | 96 |
|
|
2016
Q4 | $221K | Hold |
6,600
| – | – | 0.16% | 93 |
|
|
2016
Q3 | $209K | Hold |
6,600
| – | – | 0.16% | 99 |
|
|
2016
Q2 | $216K | Hold |
6,600
| – | – | 0.16% | 88 |
|
|
2016
Q1 | $189K | Sell |
6,600
-200
| -3% | -$5.73K | 0.15% | 87 |
|
|
2015
Q4 | $179K | Buy |
6,800
+2,000
| +42% | +$52.6K | 0.15% | 99 |
|
|
2015
Q3 | $131K | Hold |
4,800
| – | – | 0.11% | 117 |
|
|
2015
Q2 | $137K | Hold |
4,800
| – | – | 0.11% | 122 |
|
|
2015
Q1 | $152K | Hold |
4,800
| – | – | 0.13% | 110 |
|
|
2014
Q4 | $170K | Buy |
4,800
+1,000
| +26% | +$35.4K | 0.15% | 100 |
|
|
2014
Q3 | $141K | Hold |
3,800
| – | – | 0.12% | 118 |
|
|
2014
Q2 | $149K | Hold |
3,800
| – | – | 0.13% | 118 |
|
|
2014
Q1 | $140K | Buy |
+3,800
| New | +$140K | 0.12% | 119 |
|