United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $605K | Buy |
+12,607
| New | +$577K | ﹤0.01% | 974 |
|
|
2025
Q4 | – | Sell |
-5,670
| Closed | -$262K | – | 1395 |
|
|
2025
Q3 | $262K | Sell |
5,670
-504
| -8% | -$22.6K | ﹤0.01% | 1067 |
|
|
2025
Q2 | $274K | Sell |
6,174
-30
| -0.5% | -$1.33K | ﹤0.01% | 953 |
|
|
2025
Q1 | $285K | Sell |
6,204
-82
| -1% | -$3.57K | ﹤0.01% | 906 |
|
|
2024
Q4 | $259K | Sell |
6,286
-35
| -0.6% | -$1.46K | ﹤0.01% | 936 |
|
|
2024
Q3 | $259K | Sell |
6,321
-155
| -2% | -$6.01K | ﹤0.01% | 924 |
|
|
2024
Q2 | $231K | Sell |
6,476
-439
| -6% | -$15.4K | ﹤0.01% | 936 |
|
|
2024
Q1 | $237K | Sell |
6,915
-2,152
| -24% | -$72.2K | ﹤0.01% | 960 |
|
|
2023
Q4 | $317K | Sell |
9,067
-4,288
| -32% | -$148K | ﹤0.01% | 848 |
|
|
2023
Q3 | $445K | Buy |
13,355
+2,860
| +27% | +$100K | ﹤0.01% | 656 |
|
|
2023
Q2 | $377K | Sell |
10,495
-182
| -2% | -$6.7K | ﹤0.01% | 730 |
|
|
2023
Q1 | $402K | Sell |
10,677
-2,327
| -18% | -$87.5K | ﹤0.01% | 766 |
|
|
2022
Q4 | $514K | Buy |
13,004
+305
| +2% | +$11.6K | ﹤0.01% | 751 |
|
|
2022
Q3 | $463K | Buy |
12,699
+1,910
| +18% | +$77.1K | ﹤0.01% | 778 |
|
|
2022
Q2 | $416K | Buy |
10,789
+3,056
| +40% | +$121K | ﹤0.01% | 838 |
|
|
2022
Q1 | $315K | Buy |
7,733
+1,707
| +28% | +$64.7K | ﹤0.01% | 972 |
|
|
2021
Q4 | $231K | Buy |
+6,026
| New | +$211K | ﹤0.01% | 1108 |
|
|
2021
Q3 | – | Sell |
-6,596
| Closed | -$222K | – | 1231 |
|
|
2021
Q2 | $222K | Sell |
6,596
-1,428
| -18% | -$48.2K | ﹤0.01% | 1131 |
|
|
2021
Q1 | $260K | Sell |
8,024
-457
| -5% | -$14.4K | ﹤0.01% | 1027 |
|
|
2020
Q4 | $270K | Buy |
8,481
+7
| +0.1% | +$226 | ﹤0.01% | 1032 |
|
|
2020
Q3 | $254K | Buy |
8,474
+1,141
| +16% | +$35.9K | ﹤0.01% | 1003 |
|
|
2020
Q2 | $223K | Sell |
7,333
-1,529
| -17% | -$47.3K | ﹤0.01% | 1069 |
|
|
2020
Q1 | $272K | Sell |
8,862
-3,722
| -30% | -$151K | ﹤0.01% | 995 |
|
|
2019
Q4 | $560K | Buy |
12,584
+1,040
| +9% | +$44.9K | ﹤0.01% | 954 |
|
|
2019
Q3 | $524K | Sell |
11,544
-9,934
| -46% | -$430K | ﹤0.01% | 937 |
|
|
2019
Q2 | $914K | Sell |
21,478
-1,599
| -7% | -$67.7K | 0.01% | 845 |
|
|
2019
Q1 | $995K | Sell |
23,077
-7,113
| -24% | -$295K | 0.01% | 778 |
|
|
2018
Q4 | $1.18M | Sell |
30,190
-4,880
| -14% | -$187K | 0.01% | 666 |
|
|
2018
Q3 | $1.25M | Sell |
35,070
-47,080
| -57% | -$1.71M | 0.01% | 717 |
|
|
2018
Q2 | $2.89M | Sell |
82,150
-1,523
| -2% | -$51.2K | 0.02% | 512 |
|
|
2018
Q1 | $2.74M | Buy |
83,673
+50,558
| +153% | +$1.6M | 0.02% | 511 |
|
|
2017
Q4 | $1.09M | Sell |
33,115
-1,336
| -4% | -$47.2K | 0.01% | 757 |
|
|
2017
Q3 | $1.24M | Sell |
34,451
-2,780
| -7% | -$99.1K | 0.01% | 716 |
|
|
2017
Q2 | $1.29M | Buy |
37,231
+157
| +0.4% | +$5.49K | 0.01% | 695 |
|
|
2017
Q1 | $1.3M | Buy |
37,074
+2,269
| +7% | +$79K | 0.01% | 666 |
|
|
2016
Q4 | $1.16M | Buy |
34,805
+889
| +3% | +$28.1K | 0.01% | 709 |
|
|
2016
Q3 | $1.07M | Sell |
33,916
-1,121
| -3% | -$35.5K | 0.01% | 755 |
|
|
2016
Q2 | $1.16M | Buy |
35,037
+19,777
| +130% | +$592K | 0.01% | 697 |
|
|
2016
Q1 | $437K | Sell |
15,260
-365
| -2% | -$9.62K | ﹤0.01% | 913 |
|
|
2015
Q4 | $411K | Sell |
15,625
-7,701
| -33% | -$207K | ﹤0.01% | 933 |
|
|
2015
Q3 | $638K | Sell |
23,326
-3,680
| -14% | -$105K | 0.01% | 826 |
|
|
2015
Q2 | $772K | Buy |
27,006
+9,103
| +51% | +$283K | 0.01% | 778 |
|
|
2015
Q1 | $585K | Buy |
17,903
+3,484
| +24% | +$117K | 0.01% | 847 |
|
|
2014
Q4 | $512K | Buy |
14,419
+4,925
| +52% | +$178K | 0.01% | 815 |
|
|
2014
Q3 | $352K | Buy |
+9,494
| New | +$349K | 0.01% | 896 |
|
|
2014
Q2 | – | Sell |
-14,368
| Closed | -$528K | – | 889 |
|
|
2014
Q1 | $528K | Buy |
+14,368
| New | +$502K | 0.01% | 624 |
|
|
2013
Q4 | – | Sell |
-5,713
| Closed | -$206K | – | 725 |
|
|
2013
Q3 | $206K | Buy |
+5,713
| New | +$206K | 0.01% | 631 |
|
Other funds holding OGE
VPM
VCM
