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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.01K	Buy
2025 Q2	$1.07K	Sell
2025 Q1	$24.4K	Sell
2024 Q4	$30K	Buy
2024 Q3	$17.7K	Buy