TFO Wealth Partners’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$368 | – | 154 |
|
|
2024
Q1 | $368 | Hold |
4
| – | – | ﹤0.01% | 344 |
|
|
2023
Q4 | $343 | Hold |
4
| – | – | ﹤0.01% | 465 |
|
|
2023
Q3 | $323 | Hold |
4
| – | – | ﹤0.01% | 624 |
|
|
2023
Q2 | $323 | Hold |
4
| – | – | ﹤0.01% | 387 |
|
|
2023
Q1 | $338 | Sell |
4
-12
| -75% | -$1.01K | ﹤0.01% | 344 |
|
|
2022
Q4 | $1.06K | Buy |
+16
| New | +$1.06K | ﹤0.01% | 353 |
|