WFG Advisors’s OGE Energy OGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $152K | Sell |
4,358
-3,236
| -43% | -$113K | 0.03% | 429 |
|
|
2017
Q1 | $266K | Sell |
7,594
-778
| -9% | -$27.3K | 0.07% | 278 |
|
|
2016
Q4 | $280K | Sell |
8,372
-663
| -7% | -$22.2K | 0.07% | 295 |
|
|
2016
Q3 | $286K | Buy |
9,035
+22
| +0.2% | +$696 | 0.07% | 278 |
|
|
2016
Q2 | $295K | Sell |
9,013
-3,890
| -30% | -$127K | 0.08% | 247 |
|
|
2016
Q1 | $369K | Buy |
12,903
+27
| +0.2% | +$772 | 0.11% | 201 |
|
|
2015
Q4 | $338K | Buy |
12,876
+25
| +0.2% | +$656 | 0.1% | 211 |
|
|
2015
Q3 | $352K | Sell |
12,851
-482
| -4% | -$13.2K | 0.11% | 194 |
|
|
2015
Q2 | $381K | Buy |
13,333
+1,019
| +8% | +$29.1K | 0.11% | 212 |
|
|
2015
Q1 | $389K | Buy |
12,314
+17
| +0.1% | +$537 | 0.11% | 212 |
|
|
2014
Q4 | $436K | Sell |
12,297
-1,137
| -8% | -$40.3K | 0.09% | 251 |
|
|
2014
Q3 | $499K | Sell |
13,434
-92
| -0.7% | -$3.42K | 0.1% | 257 |
|
|
2014
Q2 | $529K | Buy |
13,526
+8,719
| +181% | +$341K | 0.1% | 243 |
|
|
2014
Q1 | $177K | Sell |
4,807
-9,941
| -67% | -$366K | 0.04% | 466 |
|
|
2013
Q4 | $500K | Sell |
14,748
-2,842
| -16% | -$96.4K | 0.07% | 311 |
|
|
2013
Q3 | $635K | Sell |
17,590
-704
| -4% | -$25.4K | 0.1% | 233 |
|
|
2013
Q2 | $624K | Buy |
+18,294
| New | +$624K | 0.1% | 228 |
|