Simplicity Wealth’s BOK Financial BOKF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,289
Closed -$210K 570
2024
Q2
$210K Buy
+2,289
New +$210K ﹤0.01% 1095