Steward Partners Investment Advisory’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $120K | Buy |
2,700
+3
| +0.1% | +$133 | ﹤0.01% | 2007 |
|
2025
Q1 | $124K | Buy |
2,697
+100
| +4% | +$4.6K | ﹤0.01% | 1897 |
|
2024
Q4 | $107K | Buy |
2,597
+9
| +0.3% | +$371 | ﹤0.01% | 1938 |
|
2024
Q3 | $106K | Buy |
2,588
+509
| +24% | +$20.9K | ﹤0.01% | 1846 |
|
2024
Q2 | $74.2K | Hold |
2,079
| – | – | ﹤0.01% | 1917 |
|
2024
Q1 | $71.3K | Hold |
2,079
| – | – | ﹤0.01% | 1931 |
|
2023
Q4 | $72.6K | Hold |
2,079
| – | – | ﹤0.01% | 1822 |
|
2023
Q3 | $69.3K | Sell |
2,079
-55
| -3% | -$1.83K | ﹤0.01% | 1754 |
|
2023
Q2 | $76.6K | Buy |
2,134
+55
| +3% | +$1.98K | ﹤0.01% | 1707 |
|
2023
Q1 | $78.3K | Hold |
2,079
| – | – | ﹤0.01% | 1681 |
|
2022
Q4 | $82.2K | Hold |
2,079
| – | – | ﹤0.01% | 1622 |
|
2022
Q3 | $76K | Buy |
2,079
+579
| +39% | +$21.2K | ﹤0.01% | 1607 |
|
2022
Q2 | $58K | Hold |
1,500
| – | – | ﹤0.01% | 1732 |
|
2022
Q1 | $61K | Hold |
1,500
| – | – | ﹤0.01% | 1821 |
|
2021
Q4 | $58K | Hold |
1,500
| – | – | ﹤0.01% | 1837 |
|
2021
Q3 | $49K | Hold |
1,500
| – | – | ﹤0.01% | 1906 |
|
2021
Q2 | $50K | Hold |
1,500
| – | – | ﹤0.01% | 3430 |
|
2021
Q1 | $48.5K | Hold |
1,500
| – | – | ﹤0.01% | 2001 |
|
2020
Q4 | $48K | Hold |
1,500
| – | – | ﹤0.01% | 1693 |
|
2020
Q3 | $45K | Hold |
1,500
| – | – | ﹤0.01% | 1546 |
|
2020
Q2 | $46K | Hold |
1,500
| – | – | ﹤0.01% | 1448 |
|
2020
Q1 | $46K | Hold |
1,500
| – | – | ﹤0.01% | 1297 |
|
2019
Q4 | $66K | Hold |
1,500
| – | – | ﹤0.01% | 1287 |
|
2019
Q3 | $68K | Hold |
1,500
| – | – | ﹤0.01% | 1228 |
|
2019
Q2 | $63K | Buy |
+1,500
| New | +$63K | ﹤0.01% | 1252 |
|
2018
Q4 | – | Sell |
-700
| Closed | -$25K | – | 1699 |
|
2018
Q3 | $25K | Hold |
700
| – | – | ﹤0.01% | 1465 |
|
2018
Q2 | $25K | Sell |
700
-437
| -38% | -$15.6K | ﹤0.01% | 1376 |
|
2018
Q1 | $37K | Hold |
1,137
| – | – | ﹤0.01% | 1106 |
|
2017
Q4 | $37K | Hold |
1,137
| – | – | ﹤0.01% | 933 |
|
2017
Q3 | $40K | Hold |
1,137
| – | – | ﹤0.01% | 749 |
|
2017
Q2 | $39K | Hold |
1,137
| – | – | ﹤0.01% | 685 |
|
2017
Q1 | $39K | Buy |
+1,137
| New | +$39K | 0.01% | 611 |
|