BOK Financial Private Wealth’s Agora API Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$416 | – | 482 |
|
|
2024
Q4 | $416 | Hold |
100
| – | – | ﹤0.01% | 599 |
|
|
2024
Q3 | $241 | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2024
Q2 | $212 | Hold |
100
| – | – | ﹤0.01% | 456 |
|
|
2024
Q1 | $251 | Hold |
100
| – | – | ﹤0.01% | 445 |
|
|
2023
Q4 | $263 | Buy |
+100
| New | +$263 | ﹤0.01% | 504 |
|