Moneta Group Investment Advisors’s OGE Energy OGE Stock Holding History

Moneta Group Investment Advisors’s Portfolio OGE Stock Details OGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,105	Closed	-$376K	–	693
2024 Q4	$376K	Buy	9,105 +27	+0.3%	+$1.11K	0.01%	482
2024 Q3	$372K	Buy	+9,078	New	+$372K	0.01%	472
2023 Q2	–	Sell	-7,722	Closed	-$291K	–	565
2023 Q1	$291K	Buy	7,722 +178	+2%	+$6.7K	0.01%	414
2022 Q4	$297K	Buy	7,544 +56	+0.7%	+$2.2K	0.01%	375
2022 Q3	$273K	Sell	7,488 -629	-8%	-$22.9K	0.01%	371
2022 Q2	$313K	Buy	8,117 +466	+6%	+$18K	0.01%	377
2022 Q1	$312K	Buy	+7,651	New	+$312K	0.01%	353
2020 Q1	–	Sell	-6,004	Closed	-$267K	–	273
2019 Q4	$267K	Buy	6,004 +10	+0.2%	+$445	0.02%	216
2019 Q3	$272K	Buy	5,994 +2	+0%	+$91	0.03%	214
2019 Q2	$255K	Sell	5,992 -14	-0.2%	-$596	0.03%	200
2019 Q1	$259K	Sell	6,006 -1,751	-23%	-$75.5K	0.03%	185
2018 Q4	$304K	Sell	7,757 -1,827	-19%	-$71.6K	0.04%	172
2018 Q3	$348K	Buy	9,584 +84	+0.9%	+$3.05K	0.04%	169
2018 Q2	$334K	Hold	9,500	–	–	0.04%	201
2018 Q1	$311K	Hold	9,500	–	–	0.04%	150
2017 Q4	$313K	Hold	9,500	–	–	0.05%	154
2017 Q3	$342K	Hold	9,500	–	–	0.05%	152
2017 Q2	$331K	Hold	9,500	–	–	0.05%	153
2017 Q1	$332K	Sell	9,500 -2,598	-21%	-$90.8K	0.07%	112
2016 Q4	$405K	Buy	12,098 +2,598	+27%	+$87K	0.08%	105
2016 Q3	$300K	Hold	9,500	–	–	0.07%	103
2016 Q2	$311K	Hold	9,500	–	–	0.07%	130
2016 Q1	$272K	Hold	9,500	–	–	0.06%	137
2015 Q4	$250K	Hold	9,500	–	–	0.06%	115
2015 Q3	$260K	Sell	9,500 -1,250	-12%	-$34.2K	0.07%	110
2015 Q2	$307K	Hold	10,750	–	–	0.09%	103
2015 Q1	$340K	Buy	10,750 +1,250	+13%	+$39.5K	0.15%	110
2014 Q4	$337K	Hold	9,500	–	–	0.16%	105
2014 Q3	$353K	Hold	9,500	–	–	0.18%	93
2014 Q2	$371K	Hold	9,500	–	–	0.2%	86
2014 Q1	$349K	Hold	9,500	–	–	0.21%	84
2013 Q4	$322K	Hold	9,500	–	–	0.19%	87
2013 Q3	$343K	Sell	9,500 -500	-5%	-$18.1K	0.23%	79
2013 Q2	$341K	Buy	+10,000	New	+$341K	0.24%	74