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True Wealth Design’s BOK Financial BOKF Stock Holding History

True Wealth Design’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07K Sell
11
-223
-95% -$21.8K ﹤0.01% 1436
2025
Q1 		$24.4K Sell
234
-48
-17% -$5K 0.01% 310
2024
Q4 		$30K Buy
282
+113
+67% +$12K 0.01% 260
2024
Q3 		$17.7K Buy
+169
New +$17.7K 0.01% 340