Wealthspire Advisors (New York)’s ONE Gas OGS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $423K | Buy |
5,892
+8
| +0.1% | +$575 | ﹤0.01% | 580 |
|
2025
Q1 | $445K | Buy |
5,884
+68
| +1% | +$5.14K | ﹤0.01% | 547 |
|
2024
Q4 | $403K | Sell |
5,816
-934
| -14% | -$64.7K | ﹤0.01% | 573 |
|
2024
Q3 | $502K | Hold |
6,750
| – | – | 0.01% | 500 |
|
2024
Q2 | $431K | Hold |
6,750
| – | – | 0.01% | 458 |
|
2024
Q1 | $436K | Hold |
6,750
| – | – | 0.01% | 449 |
|
2023
Q4 | $430K | Hold |
6,750
| – | – | 0.01% | 441 |
|
2023
Q3 | $461K | Hold |
6,750
| – | – | 0.01% | 407 |
|
2023
Q2 | $518K | Hold |
6,750
| – | – | 0.01% | 355 |
|
2023
Q1 | $535K | Sell |
6,750
-183
| -3% | -$14.5K | 0.01% | 343 |
|
2022
Q4 | $525K | Buy |
6,933
+183
| +3% | +$13.9K | 0.01% | 359 |
|
2022
Q3 | $475K | Hold |
6,750
| – | – | 0.01% | 341 |
|
2022
Q2 | $548K | Buy |
+6,750
| New | +$548K | 0.01% | 301 |
|