Sugarloaf Wealth Management’s OGE Energy OGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$115K Sell
2,777
-503
-15% -$20.7K 0.02% 221
2024
Q3
$135K Hold
3,280
0.03% 212
2024
Q2
$117K Hold
3,280
0.02% 215
2024
Q1
$112K Hold
3,280
0.02% 217
2023
Q4
$115K Hold
3,280
0.03% 210
2023
Q3
$109K Sell
3,280
-719
-18% -$24K 0.03% 200
2023
Q2
$144K Buy
3,999
+8
+0.2% +$287 0.03% 175
2023
Q1
$150K Sell
3,991
-83
-2% -$3.13K 0.04% 160
2022
Q4
$161K Buy
4,074
+46
+1% +$1.82K 0.04% 150
2022
Q3
$147K Buy
4,028
+41
+1% +$1.5K 0.04% 152
2022
Q2
$154K Buy
3,987
+40
+1% +$1.55K 0.04% 146
2022
Q1
$161K Buy
3,947
+43
+1% +$1.75K 0.04% 142
2021
Q4
$150K Buy
3,904
+46
+1% +$1.77K 0.04% 154
2021
Q3
$127K Buy
3,858
+45
+1% +$1.48K 0.03% 163
2021
Q2
$128K Buy
3,813
+47
+1% +$1.58K 0.03% 157
2021
Q1
$122 Buy
3,766
+48
+1% +$2 0.04% 158
2020
Q4
$118K Buy
3,718
+46
+1% +$1.46K 0.04% 161
2020
Q3
$110K Buy
3,672
+43
+1% +$1.29K 0.04% 153
2020
Q2
$110K Buy
3,629
+43
+1% +$1.3K 0.04% 152
2020
Q1
$110K Buy
3,586
+30
+0.8% +$920 0.05% 147
2019
Q4
$158K Buy
+3,556
New +$158K 0.07% 136