BOK Financial Private Wealth’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-238
| Closed | -$4.47K | – | 521 |
|
|
2024
Q4 | $4.47K | Hold |
238
| – | – | ﹤0.01% | 407 |
|
|
2024
Q3 | $5.49K | Buy |
238
+4
| +2% | +$92 | ﹤0.01% | 430 |
|
|
2024
Q2 | $6.26K | Buy |
234
+4
| +2% | +$107 | ﹤0.01% | 395 |
|
|
2024
Q1 | $8.2K | Buy |
230
+3
| +1% | +$107 | ﹤0.01% | 376 |
|
|
2023
Q4 | $6.86K | Buy |
+227
| New | +$6.86K | ﹤0.01% | 388 |
|