BOK Financial Private Wealth’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Hold |
160
| – | – | ﹤0.01% | 348 |
|
|
2025
Q1 | $10.1K | Sell |
160
-200
| -56% | -$12.7K | ﹤0.01% | 386 |
|
|
2024
Q4 | $24.7K | Buy |
360
+160
| +80% | +$11K | ﹤0.01% | 313 |
|
|
2024
Q3 | $16.1K | Buy |
+200
| New | +$16.1K | ﹤0.01% | 359 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 462 |
|
|
2023
Q2 | – | Sell |
-2,549
| Closed | -$117K | – | 371 |
|
|
2023
Q1 | $117K | Buy |
2,549
+49
| +2% | +$2.24K | 0.01% | 187 |
|
|
2022
Q4 | $104K | Hold |
2,500
| – | – | 0.01% | 189 |
|
|
2022
Q3 | $89K | Hold |
2,500
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $90K | Sell |
2,500
-2,710
| -52% | -$97.6K | 0.01% | 208 |
|
|
2022
Q1 | $239K | Sell |
5,210
-409
| -7% | -$18.8K | 0.02% | 273 |
|
|
2021
Q4 | $305K | Buy |
+5,619
| New | +$305K | 0.02% | 221 |
|