Legacy Wealth Asset Management, LLC Bok Financial Corp Transaction History

Legacy Wealth Asset Management, LLC

  • $340 Million
  • Q3 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Bok Financial Corp stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 3,978 shares of BOKF stock, worth $427,873. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,978
Previous 3,936 1.07%
Holding current value
$427,873
Previous $384,000 15.36%
% of portfolio
0.13%
Previous 0.12%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$98.57 - $113.09 $4,139 - $4,749
42 Added 1.07%
3,978 $443,000
Q2 2025

Jul 30, 2025
SELL
$87.86 - $103.42 $1,757 - $2,068
-20 Reduced 0.51%
3,936 $384,000
Q1 2025

Apr 08, 2025
SELL
$98.85 - $114.26 $1,680 - $1,942
-17 Reduced 0.43%
3,956 $412,000
Q4 2024

Jan 14, 2025
SELL
$101.23 - $119.67 $116,212 - $137,381
-1,148 Reduced 22.42%
3,973 $422,000
Q3 2024

Oct 23, 2024
SELL
$87.91 - $107.34 $2,901 - $3,542
-33 Reduced 0.64%
5,121 $535,000
Q2 2024

Aug 14, 2024
BUY
$85.13 - $95.82 $18,302 - $20,601
215 Added 4.35%
5,154 $472,000
Q1 2024

Apr 19, 2024
BUY
$79.78 - $92.0 $2,074 - $2,392
26 Added 0.53%
4,939 $454,000
Q4 2023

Jan 10, 2024
BUY
$63.93 - $86.35 $3,260 - $4,403
51 Added 1.05%
4,913 $420,000
Q3 2023

Oct 31, 2023
SELL
$78.39 - $91.54 $1,254 - $1,464
-16 Reduced 0.33%
4,862 $388,000
Q2 2023

Aug 04, 2023
BUY
$75.73 - $90.44 $8,254 - $9,857
109 Added 2.29%
4,878 $394,000
Q1 2023

Apr 21, 2023
BUY
$81.54 - $105.1 $61,644 - $79,455
756 Added 18.84%
4,769 $402,000
Q4 2022

Feb 02, 2023
SELL
$90.95 - $110.19 $140,608 - $170,353
-1,546 Reduced 27.81%
4,013 $416,000
Q3 2022

Oct 14, 2022
SELL
$71.55 - $94.99 $31,982 - $42,460
-447 Reduced 7.44%
5,559 $494,000
Q2 2022

Jul 19, 2022
SELL
$74.51 - $93.25 $16,243 - $20,328
-218 Reduced 3.5%
6,006 $454,000
Q1 2022

May 12, 2022
BUY
$93.95 - $116.31 $9,019 - $11,165
96 Added 1.57%
6,224 $585,000
Q4 2021

Feb 10, 2022
BUY
$90.89 - $109.56 $16,541 - $19,939
182 Added 3.06%
6,128 $646,000
Q3 2021

Oct 19, 2021
SELL
$78.32 - $91.93 $2,662 - $3,125
-34 Reduced 0.57%
5,946 $532,000
Q2 2021

Jul 14, 2021
SELL
$83.68 - $92.45 $40,668 - $44,930
-486 Reduced 7.52%
5,980 $518,000
Q1 2021

Apr 20, 2021
BUY
$69.41 - $97.79 $347 - $488
5 Added 0.08%
6,466 $578,000
Q4 2020

Mar 25, 2021
BUY
$51.64 - $72.8 $333,646 - $470,360
6,461 New
6,461 $442,000

Others Institutions Holding BOKF

# of Institutions
273
Shares Held
21.7M
Call Options Held
22.8K
Put Options Held
4.6K
View Full List

About BOK FINANCIAL CORP

BOKF Quotes by TradingView
  • Ticker BOKF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 67,254,400
  • Market Cap $7.23B
  • Description
  • BOK Financial Corporation operates as the financial holding company for BOKF, NA that provides various financial products and services in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. It operates through three segments: Commercial Banking, Consumer Banking, and Wealth Management. The Commercial Banking ...
More about BOKF
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