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Sowell Financial Services’s BOK Financial BOKF Stock Holding History

Sowell Financial Services’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,383
Closed -$216K – 810
2021
Q1 		$216K Buy
2,383
+601
+34% +$51K 0.01% 1008
2020
Q4 		$122K Buy
1,782
+1,394
+359% +$89.8K 0.01% 1071
2020
Q3 		$20K Buy
+388
New +$21.3K ﹤0.01% 1555
2020
Q1 		– Sell
-44
Closed -$4K – 2434
2019
Q4 		$4K Buy
44
+14
+47% +$1.14K ﹤0.01% 1949
2019
Q3 		$2K Buy
+30
New +$2.35K ﹤0.01% 2045

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CWM
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State Street
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