BOK Financial Private Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
9,849
| – | – | 0.02% | 158 |
|
|
2025
Q1 | $344K | Sell |
9,849
-26
| -0.3% | -$908 | 0.03% | 142 |
|
|
2024
Q4 | $396K | Sell |
9,875
-943
| -9% | -$37.8K | 0.03% | 139 |
|
|
2024
Q3 | $591K | Sell |
10,818
-451
| -4% | -$24.6K | 0.04% | 123 |
|
|
2024
Q2 | $598K | Buy |
11,269
+810
| +8% | +$43K | 0.04% | 120 |
|
|
2024
Q1 | $606K | Sell |
10,459
-808
| -7% | -$46.8K | 0.05% | 121 |
|
|
2023
Q4 | $618K | Buy |
11,267
+297
| +3% | +$16.3K | 0.05% | 113 |
|
|
2023
Q3 | $566K | Buy |
10,970
+251
| +2% | +$12.9K | 0.05% | 117 |
|
|
2023
Q2 | $571K | Hold |
10,719
| – | – | 0.05% | 119 |
|
|
2023
Q1 | $588K | Buy |
10,719
+203
| +2% | +$11.1K | 0.05% | 122 |
|
|
2022
Q4 | $530K | Buy |
10,516
+1,637
| +18% | +$82.5K | 0.04% | 129 |
|
|
2022
Q3 | $390K | Hold |
8,879
| – | – | 0.04% | 134 |
|
|
2022
Q2 | $458K | Sell |
8,879
-4,271
| -32% | -$220K | 0.04% | 131 |
|
|
2022
Q1 | $838K | Buy |
13,150
+3,654
| +38% | +$233K | 0.06% | 139 |
|
|
2021
Q4 | $539K | Sell |
9,496
-799
| -8% | -$45.4K | 0.04% | 162 |
|
|
2021
Q3 | $593K | Sell |
10,295
-284
| -3% | -$16.4K | 0.05% | 138 |
|
|
2021
Q2 | $669K | Buy |
10,579
+2,654
| +33% | +$168K | 0.05% | 130 |
|
|
2021
Q1 | $507K | Buy |
7,925
+510
| +7% | +$32.6K | 0.05% | 128 |
|
|
2020
Q4 | $412K | Buy |
+7,415
| New | +$412K | 0.04% | 130 |
|