Wealthspire Advisors (New York)’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 | $313K | Buy |
7,054
+413
| +6% | +$18.3K | ﹤0.01% | 654 |
|
2025
Q1 | $305K | Buy |
6,641
+111
| +2% | +$5.1K | ﹤0.01% | 639 |
|
2024
Q4 | $269K | Buy |
6,530
+139
| +2% | +$5.73K | ﹤0.01% | 668 |
|
2024
Q3 | $262K | Buy |
6,391
+265
| +4% | +$10.9K | ﹤0.01% | 649 |
|
2024
Q2 | $219K | Buy |
6,126
+41
| +0.7% | +$1.46K | ﹤0.01% | 605 |
|
2024
Q1 | $209K | Hold |
6,085
| – | – | ﹤0.01% | 592 |
|
2023
Q4 | $213K | Buy |
+6,085
| New | +$213K | ﹤0.01% | 604 |
|
2022
Q1 | – | Sell |
-9,294
| Closed | -$357K | – | 517 |
|
2021
Q4 | $357K | Buy |
+9,294
| New | +$357K | 0.01% | 387 |
|