Legacy Wealth Asset Management’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 | $443K | Buy |
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|
2025
Q2 | $384K | Sell |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $536K | Sell |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $494K | Sell |
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|
2022
Q2 | $454K | Sell |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $646K | Buy |
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|
2021
Q3 | $532K | Sell |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $578K | Buy |
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|
2020
Q4 | $442K | Buy |
|