Carson Wealth (CWM LLC)’s BOK Financial BOKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Sell |
1,789
-5,658
| -76% | -$553K | ﹤0.01% | 2286 |
|
|
2025
Q1 | $776K | Buy |
7,447
+1,369
| +23% | +$143K | ﹤0.01% | 1277 |
|
|
2024
Q4 | $647K | Buy |
6,078
+4,622
| +317% | +$492K | ﹤0.01% | 1281 |
|
|
2024
Q3 | $152K | Buy |
1,456
+989
| +212% | +$103K | ﹤0.01% | 1916 |
|
|
2024
Q2 | $43K | Buy |
467
+79
| +20% | +$7.27K | ﹤0.01% | 2572 |
|
|
2024
Q1 | $36K | Buy |
388
+108
| +39% | +$10K | ﹤0.01% | 2510 |
|
|
2023
Q4 | $24K | Buy |
280
+242
| +637% | +$20.7K | ﹤0.01% | 2645 |
|
|
2023
Q3 | $3K | Buy |
38
+15
| +65% | +$1.18K | ﹤0.01% | 3632 |
|
|
2023
Q2 | $2K | Buy |
23
+16
| +229% | +$1.39K | ﹤0.01% | 3749 |
|
|
2023
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 3769 |
|
|
2022
Q2 | – | Sell |
-32
| Closed | -$3K | – | 3769 |
|
|
2022
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 2995 |
|
|
2019
Q1 | – | Sell |
-7
| Closed | -$1K | – | 2913 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1841 |
|
|
2017
Q4 | – | Sell |
-21
| Closed | -$2K | – | 1460 |
|
|
2017
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1266 |
|