Private Wealth Management Group’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95K | Hold |
20
| – | – | ﹤0.01% | 1088 |
|
|
2025
Q1 | $2.08K | Hold |
20
| – | – | ﹤0.01% | 1039 |
|
|
2024
Q4 | $2.13K | Hold |
20
| – | – | ﹤0.01% | 1055 |
|
|
2024
Q3 | $2.09K | Hold |
20
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q2 | $1.83K | Buy |
20
+14
| +233% | +$1.28K | ﹤0.01% | 1083 |
|
|
2024
Q1 | $552 | Hold |
6
| – | – | ﹤0.01% | 1426 |
|
|
2023
Q4 | $514 | Buy |
+6
| New | +$514 | ﹤0.01% | 1455 |
|