Legacy Wealth Asset Management, LLC Bok Financial Corp Transaction History

Legacy Wealth Asset Management, LLC

$324 Million
Q4 2024

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 3,973 shares of BOKF stock, worth $413,787. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,973

Previous 5,121 22.42%

Holding current value

$413,787

Previous $535,000 21.12%

% of portfolio

0.13%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

264

Shares Held

20.3M

Call Options Held

19.1K

Put Options Held

4.8K

View Full List

About BOK FINANCIAL CORP

Ticker BOKF
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 67,254,400
Market Cap $7B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.

Account

Legacy Wealth Asset Management, LLC Bok Financial Corp Transaction History