SWA
SFMG Wealth Advisors’s BOK Financial BOKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,969
| Closed | -$204K | – | 264 |
|
|
2022
Q4 | $204K | Buy |
+1,969
| New | +$204K | 0.02% | 228 |
|
|
2022
Q1 | – | Sell |
-1,969
| Closed | -$208K | – | 303 |
|
|
2021
Q4 | $208K | Buy |
+1,969
| New | +$208K | 0.02% | 259 |
|
|
2015
Q2 | – | Sell |
-3,938
| Closed | -$241K | – | 126 |
|
|
2015
Q1 | $241K | Buy |
+3,938
| New | +$241K | 0.02% | 154 |
|