BOK Financial Private Wealth’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $103K | Hold |
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|
2025
Q2 | $111K | Sell |
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|
2025
Q1 | $121K | Buy |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $94.1K | Hold |
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|
2024
Q1 | $89.8K | Buy |
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|
2023
Q4 | $63.4K | Buy |
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|
2023
Q3 | $12.8K | Hold |
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|
2023
Q2 | $14K | Sell |
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|
2023
Q1 | $14.1K | Buy |
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|
2022
Q4 | $11.7K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $705K | Buy |
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|
2021
Q4 | $542K | Buy |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $309K | Buy |
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|
2021
Q1 | $213K | Buy |
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