BOK Financial Private Wealth’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
675
-609
-47% -$193K 0.01% 171
2025
Q1
$333K Buy
1,284
+37
+3% +$9.59K 0.03% 144
2024
Q4
$504K Buy
1,247
+50
+4% +$20.2K 0.04% 125
2024
Q3
$313K Hold
1,197
0.02% 150
2024
Q2
$237K Sell
1,197
-360
-23% -$71.2K 0.02% 163
2024
Q1
$274K Buy
1,557
+360
+30% +$63.3K 0.02% 159
2023
Q4
$297K Buy
1,197
+30
+3% +$7.45K 0.02% 145
2023
Q3
$292K Buy
1,167
+1,140
+4,222% +$285K 0.03% 144
2023
Q2
$7.07K Sell
27
-45
-63% -$11.8K ﹤0.01% 319
2023
Q1
$14.9K Buy
72
+45
+167% +$9.34K ﹤0.01% 325
2022
Q4
$3.33K Hold
27
﹤0.01% 335
2022
Q3
$7K Hold
27
﹤0.01% 338
2022
Q2
$6K Sell
27
-9,864
-100% -$2.19M ﹤0.01% 345
2022
Q1
$3.55M Buy
9,891
+1,023
+12% +$367K 0.25% 59
2021
Q4
$3.12M Buy
8,868
+1,428
+19% +$503K 0.22% 75
2021
Q3
$1.92M Buy
7,440
+1,992
+37% +$515K 0.15% 89
2021
Q2
$1.23M Buy
5,448
+1,668
+44% +$378K 0.1% 98
2021
Q1
$842K Buy
3,780
+999
+36% +$223K 0.08% 105
2020
Q4
$654K Buy
2,781
+264
+10% +$62.1K 0.06% 112
2020
Q3
$360K Buy
+2,517
New +$360K 0.04% 131