Glassman Wealth Services’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27
| Closed | -$2.31K | – | 430 |
|
|
2023
Q4 | $2.31K | Buy |
27
+10
| +59% | +$857 | ﹤0.01% | 1307 |
|
|
2023
Q3 | $1.36K | Hold |
17
| – | – | ﹤0.01% | 1453 |
|
|
2023
Q2 | $1.37K | Hold |
17
| – | – | ﹤0.01% | 1355 |
|
|
2023
Q1 | $1.44K | Buy |
17
+3
| +21% | +$253 | ﹤0.01% | 1336 |
|
|
2022
Q4 | $1.45K | Hold |
14
| – | – | ﹤0.01% | 1328 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1341 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1360 |
|
|
2022
Q1 | $1K | Sell |
14
-3
| -18% | -$214 | ﹤0.01% | 1341 |
|
|
2021
Q4 | $2K | Buy |
17
+3
| +21% | +$353 | ﹤0.01% | 1169 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1289 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 1201 |
|
|
2020
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1162 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1103 |
|
|
2020
Q2 | $1K | Buy |
14
+2
| +17% | +$143 | ﹤0.01% | 964 |
|
|
2020
Q1 | $1K | Buy |
12
+9
| +300% | +$750 | ﹤0.01% | 814 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1196 |
|