BOK Financial Private Wealth’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$59.7K | – | 679 |
|
|
2024
Q4 | $59.7K | Hold |
50
| – | – | ﹤0.01% | 250 |
|
|
2024
Q3 | $64.1K | Hold |
50
| – | – | ﹤0.01% | 241 |
|
|
2024
Q2 | $59.4K | Hold |
50
| – | – | ﹤0.01% | 238 |
|
|
2024
Q1 | $61K | Hold |
50
| – | – | ﹤0.01% | 242 |
|
|
2023
Q4 | $59.8K | Buy |
+50
| New | +$59.8K | ﹤0.01% | 226 |
|
|
2017
Q3 | – | Sell |
-425
| Closed | -$557K | – | 146 |
|
|
2017
Q2 | $557K | Buy |
+425
| New | +$557K | 0.08% | 64 |
|