Transform Wealth, LLC Bok Financial Corp Transaction History

Transform Wealth, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	SELL	$63.93 - $86.35 $22,375 - $30,222	-350 Reduced 12.4%	2,472 $211,000
Q3 2023 Oct 10, 2023	SELL	$78.39 - $91.54 $313 - $366	-4 Reduced 0.14%	2,822 $225,000
Q2 2023 Jul 13, 2023	SELL	$75.73 - $90.44 $1,211 - $1,447	-16 Reduced 0.56%	2,826 $228,000
Q4 2022 Jan 12, 2023	SELL	$90.95 - $110.19 $4,001 - $4,848	-44 Reduced 1.52%	2,842 $0
Q3 2022 Oct 21, 2022	BUY	$71.55 - $94.99 $8,657 - $11,493	121 Added 4.38%	2,886 $256,000
Q2 2022 Jul 15, 2022	SELL	$74.51 - $93.25 $173,980 - $217,738	-2,335 Reduced 45.78%	2,765 $209,000
Q1 2022 Apr 25, 2022	SELL	$93.95 - $116.31 $97,895 - $121,195	-1,042 Reduced 16.97%	5,100 $479,000
Q4 2021 Jan 26, 2022	SELL	$90.89 - $109.56 $164,783 - $198,632	-1,813 Reduced 22.79%	6,142 $648,000
Q2 2021 Jul 20, 2021	SELL	$83.68 - $92.45 $33,472 - $36,980	-400 Reduced 4.79%	7,955 $689,000
Q1 2021 Apr 22, 2021	SELL	$69.41 - $97.79 $451,165 - $635,635	-6,500 Reduced 43.76%	8,355 $746,000
Q4 2020 Jan 20, 2021	SELL	$51.64 - $72.8 $85,825 - $120,993	-1,662 Reduced 10.06%	14,855 $1.02 Million
Q3 2020 Oct 21, 2020	SELL	$48.95 - $62.15 $151,745 - $192,665	-3,100 Reduced 15.8%	16,517 $851,000
Q2 2020 Jul 22, 2020	BUY	$40.55 - $67.46 $262,034 - $435,926	6,462 Added 49.12%	19,617 $1.11 Million
Q1 2020 Apr 30, 2020	BUY	$35.4 - $87.41 $465,687 - $1.15 Million	13,155 New	13,155 $560,000

242

20M

27.8K

7.1K

Ticker BOKF
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 67,254,400
Market Cap $7.9B
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 ...

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