BOK Financial Private Wealth’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Hold |
2,000
| – | – | ﹤0.01% | 318 |
|
|
2025
Q1 | $20.6K | Sell |
2,000
-2,000
| -50% | -$20.6K | ﹤0.01% | 339 |
|
|
2024
Q4 | $38.2K | Hold |
4,000
| – | – | ﹤0.01% | 283 |
|
|
2024
Q3 | $42.3K | Hold |
4,000
| – | – | ﹤0.01% | 277 |
|
|
2024
Q2 | $33K | Hold |
4,000
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $34K | Hold |
4,000
| – | – | ﹤0.01% | 290 |
|
|
2023
Q4 | $32.9K | Hold |
4,000
| – | – | ﹤0.01% | 286 |
|
|
2023
Q3 | $33.5K | Hold |
4,000
| – | – | ﹤0.01% | 266 |
|
|
2023
Q2 | $33.5K | Hold |
4,000
| – | – | ﹤0.01% | 257 |
|
|
2023
Q1 | $32.6K | Hold |
4,000
| – | – | ﹤0.01% | 279 |
|
|
2022
Q4 | $32K | Sell |
4,000
-4,648
| -54% | -$37.2K | ﹤0.01% | 271 |
|
|
2022
Q3 | $53K | Buy |
+8,648
| New | +$53K | ﹤0.01% | 243 |
|