Pinion Investment Advisors’s OGE Energy OGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,530
Closed -$384K 165
2023
Q3
$384K Buy
11,530
+1,365
+13% +$45.5K 0.25% 101
2023
Q2
$365K Sell
10,165
-1,812
-15% -$65.1K 0.25% 102
2023
Q1
$451K Buy
11,977
+2,654
+28% +$99.9K 0.42% 63
2022
Q4
$369K Buy
9,323
+2,072
+29% +$82K 0.35% 77
2022
Q3
$264K Buy
7,251
+1,358
+23% +$49.4K 0.23% 125
2022
Q2
$227K Buy
+5,893
New +$227K 0.19% 144