BOK Financial Private Wealth’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-480
| Closed | -$6.72K | – | 471 |
|
|
2023
Q1 | $6.72K | Hold |
480
| – | – | ﹤0.01% | 352 |
|
|
2022
Q4 | $58.5K | Hold |
480
| – | – | ﹤0.01% | 228 |
|
|
2022
Q3 | $63K | Hold |
480
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $69K | Sell |
480
-987
| -67% | -$142K | 0.01% | 229 |
|
|
2022
Q1 | $238K | Buy |
1,467
+240
| +20% | +$38.9K | 0.02% | 275 |
|
|
2021
Q4 | $253K | Buy |
1,227
+53
| +5% | +$10.9K | 0.02% | 251 |
|
|
2021
Q3 | $226K | Buy |
1,174
+93
| +9% | +$17.9K | 0.02% | 222 |
|
|
2021
Q2 | $202K | Buy |
+1,081
| New | +$202K | 0.02% | 223 |
|
|
2020
Q4 | – | Sell |
-2,525
| Closed | -$275K | – | 189 |
|
|
2020
Q3 | $275K | Sell |
2,525
-606
| -19% | -$66K | 0.03% | 148 |
|
|
2020
Q2 | $332K | Buy |
3,131
+59
| +2% | +$6.26K | 0.03% | 135 |
|
|
2020
Q1 | $253K | Sell |
3,072
-597
| -16% | -$49.2K | 0.03% | 153 |
|
|
2019
Q4 | $431K | Buy |
+3,669
| New | +$431K | 0.04% | 133 |
|