Carson Wealth (CWM LLC)’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $127K | Sell |
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|
2025
Q2 | $175K | Sell |
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|
2025
Q1 | $776K | Buy |
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|
2024
Q4 | $647K | Buy |
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|
2024
Q3 | $152K | Buy |
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|
2024
Q2 | $43K | Buy |
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|
2024
Q1 | $36K | Buy |
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|
2023
Q4 | $24K | Buy |
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|
2023
Q3 | $3K | Buy |
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|
2023
Q2 | $2K | Buy |
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|
2023
Q1 | $1K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2K | Buy |
|