BOK Financial’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $70.3K | Buy |
917
+214
| +30% | +$16.4K | ﹤0.01% | 797 |
|
2025
Q1 | $55.3K | Hold |
703
| – | – | ﹤0.01% | 817 |
|
2024
Q4 | $49.8K | Buy |
703
+60
| +9% | +$4.25K | ﹤0.01% | 815 |
|
2024
Q3 | $53.8K | Buy |
+643
| New | +$53.8K | ﹤0.01% | 809 |
|
2023
Q2 | – | Sell |
-1,365
| Closed | -$121K | – | 1079 |
|
2023
Q1 | $121K | Buy |
+1,365
| New | +$121K | ﹤0.01% | 723 |
|