BOK Financial Private Wealth’s TC Energy TRP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,500	Closed	-$70.6K	–	657
2024 Q4	$70.6K	Sell	1,500 -490	-25%	-$23.1K	0.01%	237
2024 Q3	$96K	Buy	+1,990	New	+$96K	0.01%	214
2024 Q2	–	Hold	0	–	–	–	445