Tanglewood Legacy Advisors’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 | $590K | Hold |
13,295
| – | – | 0.24% | 56 |
|
|
2025
Q1 | $611K | Hold |
13,295
| – | – | 0.27% | 49 |
|
|
2024
Q4 | $548K | Sell |
13,295
-206
| -2% | -$8.5K | 0.23% | 55 |
|
|
2024
Q3 | $554K | Hold |
13,501
| – | – | 0.25% | 51 |
|
|
2024
Q2 | $482K | Hold |
13,501
| – | – | 0.23% | 54 |
|
|
2024
Q1 | $463K | Hold |
13,501
| – | – | 0.23% | 57 |
|
|
2023
Q4 | $472K | Hold |
13,501
| – | – | 0.26% | 55 |
|
|
2023
Q3 | $450K | Hold |
13,501
| – | – | 0.27% | 52 |
|
|
2023
Q2 | $485K | Hold |
13,501
| – | – | 0.28% | 49 |
|
|
2023
Q1 | $508K | Hold |
13,501
| – | – | 0.32% | 43 |
|
|
2022
Q4 | $534K | Buy |
+13,501
| New | +$534K | 0.38% | 34 |
|