LWAM
Legacy Wealth Asset Management’s BOK Financial BOKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
3,936
-20
| -0.5% | -$1.95K | 0.1% | 286 |
|
|
2025
Q1 | $412K | Sell |
3,956
-17
| -0.4% | -$1.77K | 0.11% | 260 |
|
|
2024
Q4 | $423K | Sell |
3,973
-1,148
| -22% | -$122K | 0.12% | 264 |
|
|
2024
Q3 | $536K | Sell |
5,121
-33
| -0.6% | -$3.45K | 0.14% | 232 |
|
|
2024
Q2 | $472K | Buy |
5,154
+215
| +4% | +$19.7K | 0.13% | 240 |
|
|
2024
Q1 | $454K | Buy |
4,939
+26
| +0.5% | +$2.39K | 0.13% | 248 |
|
|
2023
Q4 | $421K | Buy |
4,913
+51
| +1% | +$4.37K | 0.14% | 252 |
|
|
2023
Q3 | $389K | Sell |
4,862
-16
| -0.3% | -$1.28K | 0.14% | 247 |
|
|
2023
Q2 | $394K | Buy |
4,878
+109
| +2% | +$8.81K | 0.14% | 257 |
|
|
2023
Q1 | $403K | Buy |
4,769
+756
| +19% | +$63.8K | 0.15% | 253 |
|
|
2022
Q4 | $417K | Sell |
4,013
-1,546
| -28% | -$160K | 0.16% | 235 |
|
|
2022
Q3 | $494K | Sell |
5,559
-447
| -7% | -$39.7K | 0.22% | 163 |
|
|
2022
Q2 | $454K | Sell |
6,006
-218
| -4% | -$16.5K | 0.18% | 183 |
|
|
2022
Q1 | $585K | Buy |
6,224
+96
| +2% | +$9.02K | 0.21% | 172 |
|
|
2021
Q4 | $646K | Buy |
6,128
+182
| +3% | +$19.2K | 0.22% | 166 |
|
|
2021
Q3 | $532K | Sell |
5,946
-34
| -0.6% | -$3.04K | 0.24% | 161 |
|
|
2021
Q2 | $518K | Sell |
5,980
-486
| -8% | -$42.1K | 0.23% | 168 |
|
|
2021
Q1 | $578K | Buy |
6,466
+5
| +0.1% | +$447 | 0.27% | 149 |
|
|
2020
Q4 | $442K | Buy |
+6,461
| New | +$442K | 0.22% | 172 |
|