Private Wealth Management Group’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
$2.23K Hold
2025
Q2
$1.95K Hold
2025
Q1
$2.08K Hold
2024
Q4
$2.13K Hold
2024
Q3
$2.09K Hold
2024
Q2
$1.83K Buy
2024
Q1
$552 Hold
2023
Q4
$514 Buy