BOK Financial Private Wealth’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$37.1K | – | 487 |
|
|
2024
Q4 | $37.1K | Hold |
30
| – | – | ﹤0.01% | 285 |
|
|
2024
Q3 | $38.2K | Hold |
30
| – | – | ﹤0.01% | 287 |
|
|
2024
Q2 | $35.9K | Hold |
30
| – | – | ﹤0.01% | 298 |
|
|
2024
Q1 | $36.4K | Hold |
30
| – | – | ﹤0.01% | 285 |
|
|
2023
Q4 | $36.7K | Buy |
+30
| New | +$36.7K | ﹤0.01% | 278 |
|
|
2017
Q3 | – | Sell |
-250
| Closed | -$315K | – | 127 |
|
|
2017
Q2 | $315K | Buy |
+250
| New | +$315K | 0.05% | 96 |
|