TCI Wealth Advisors’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-747
| Closed | -$28.1K | – | 1562 |
|
|
2023
Q1 | $28.1K | Buy |
747
+637
| +579% | +$24K | ﹤0.01% | 582 |
|
|
2022
Q4 | $4.35K | Hold |
110
| – | – | ﹤0.01% | 1620 |
|
|
2022
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 1647 |
|
|
2022
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 1667 |
|
|
2022
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 1751 |
|
|
2021
Q4 | $4K | Hold |
110
| – | – | ﹤0.01% | 1863 |
|
|
2021
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 1790 |
|
|
2021
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 1611 |
|
|
2021
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 1398 |
|
|
2020
Q4 | $4K | Sell |
110
-299
| -73% | -$9.66K | ﹤0.01% | 991 |
|
|
2020
Q3 | $12K | Sell |
409
-274
| -40% | -$8.62K | ﹤0.01% | 545 |
|
|
2020
Q2 | $21K | Buy |
683
+478
| +233% | +$14.8K | 0.01% | 435 |
|
|
2020
Q1 | $6K | Sell |
205
-101
| -33% | -$4.08K | ﹤0.01% | 680 |
|
|
2019
Q4 | $14K | Buy |
306
+101
| +49% | +$4.36K | 0.01% | 632 |
|
|
2019
Q3 | $9K | Hold |
205
| – | – | ﹤0.01% | 668 |
|
|
2019
Q2 | $9K | Hold |
205
| – | – | ﹤0.01% | 649 |
|
|
2019
Q1 | $9K | Hold |
205
| – | – | ﹤0.01% | 655 |
|
|
2018
Q4 | $8K | Hold |
205
| – | – | ﹤0.01% | 675 |
|
|
2018
Q3 | $7K | Hold |
205
| – | – | ﹤0.01% | 715 |
|
|
2018
Q2 | $7K | Hold |
205
| – | – | ﹤0.01% | 706 |
|
|
2018
Q1 | $7K | Hold |
205
| – | – | ﹤0.01% | 684 |
|
|
2017
Q4 | $7K | Hold |
205
| – | – | ﹤0.01% | 710 |
|
|
2017
Q3 | $7K | Hold |
205
| – | – | ﹤0.01% | 670 |
|
|
2017
Q2 | $7K | Sell |
205
-1,745
| -89% | -$61K | ﹤0.01% | 673 |
|
|
2017
Q1 | $68K | Hold |
1,950
| – | – | 0.04% | 261 |
|
|
2016
Q4 | $65K | Hold |
1,950
| – | – | 0.03% | 291 |
|
|
2016
Q3 | $62K | Hold |
1,950
| – | – | 0.03% | 279 |
|
|
2016
Q2 | $64K | Hold |
1,950
| – | – | 0.04% | 265 |
|
|
2016
Q1 | $56K | Buy |
1,950
+99
| +5% | +$2.61K | 0.03% | 284 |
|
|
2015
Q4 | $49K | Hold |
1,851
| – | – | 0.03% | 303 |
|
|
2015
Q3 | $51K | Hold |
1,851
| – | – | 0.03% | 282 |
|
|
2015
Q2 | $53K | Buy |
1,851
+1,745
| +1,646% | +$54.3K | 0.03% | 278 |
|
|
2015
Q1 | $3K | Hold |
106
| – | – | ﹤0.01% | 675 |
|
|
2014
Q4 | $4K | Hold |
106
| – | – | ﹤0.01% | 612 |
|
|
2014
Q3 | $4K | Hold |
106
| – | – | ﹤0.01% | 618 |
|
|
2014
Q2 | $4K | Hold |
106
| – | – | ﹤0.01% | 647 |
|
|
2014
Q1 | $4K | Hold |
106
| – | – | ﹤0.01% | 607 |
|
|
2013
Q4 | $4K | Hold |
106
| – | – | ﹤0.01% | 598 |
|
|
2013
Q3 | $4K | Hold |
106
| – | – | ﹤0.01% | 523 |
|
|
2013
Q2 | $4K | Buy |
+106
| New | +$3.69K | ﹤0.01% | 493 |
|
Other funds holding OGE
CIA
TSW