Geneos Wealth Management’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-600
| Closed | -$46K | – | 2073 |
|
|
2022
Q2 | $46K | Hold |
600
| – | – | ﹤0.01% | 1311 |
|
|
2022
Q1 | $56K | Hold |
600
| – | – | ﹤0.01% | 1330 |
|
|
2021
Q4 | $63K | Buy |
+600
| New | +$63K | ﹤0.01% | 1372 |
|
|
2021
Q2 | – | Sell |
-369
| Closed | -$32K | – | 2876 |
|
|
2021
Q1 | $32K | Buy |
+369
| New | +$32K | ﹤0.01% | 1843 |
|