TW
Transform Wealth’s BOK Financial BOKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,472
| Closed | -$212K | – | 227 |
|
|
2023
Q4 | $212K | Sell |
2,472
-350
| -12% | -$30K | 0.02% | 226 |
|
|
2023
Q3 | $226K | Sell |
2,822
-4
| -0.1% | -$320 | 0.02% | 224 |
|
|
2023
Q2 | $228K | Sell |
2,826
-16
| -0.6% | -$1.29K | 0.02% | 237 |
|
|
2023
Q1 | $240K | Hold |
2,842
| – | – | 0.02% | 228 |
|
|
2022
Q4 | $295K | Sell |
2,842
-44
| -2% | -$4.57K | 0.03% | 191 |
|
|
2022
Q3 | $256K | Buy |
2,886
+121
| +4% | +$10.7K | 0.03% | 165 |
|
|
2022
Q2 | $209K | Sell |
2,765
-2,335
| -46% | -$176K | 0.03% | 189 |
|
|
2022
Q1 | $479K | Sell |
5,100
-1,042
| -17% | -$97.9K | 0.05% | 157 |
|
|
2021
Q4 | $648K | Sell |
6,142
-1,813
| -23% | -$191K | 0.07% | 143 |
|
|
2021
Q3 | $712K | Hold |
7,955
| – | – | 0.08% | 141 |
|
|
2021
Q2 | $689K | Sell |
7,955
-400
| -5% | -$34.6K | 0.08% | 150 |
|
|
2021
Q1 | $746K | Sell |
8,355
-6,500
| -44% | -$580K | 0.15% | 117 |
|
|
2020
Q4 | $1.02M | Sell |
14,855
-1,662
| -10% | -$114K | 0.21% | 103 |
|
|
2020
Q3 | $851K | Sell |
16,517
-3,100
| -16% | -$160K | 0.14% | 109 |
|
|
2020
Q2 | $1.11M | Buy |
19,617
+6,462
| +49% | +$365K | 0.19% | 95 |
|
|
2020
Q1 | $560K | Buy |
+13,155
| New | +$560K | 0.12% | 136 |
|