Allworth Financial’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6K | Buy |
170
+1
| +0.6% | +$98 | ﹤0.01% | 2628 |
|
|
2025
Q1 | $15.4K | Buy |
169
+30
| +22% | +$2.74K | ﹤0.01% | 2210 |
|
|
2024
Q4 | $15.7K | Buy |
139
+12
| +9% | +$1.35K | ﹤0.01% | 2231 |
|
|
2024
Q3 | $13.3K | Sell |
127
-15
| -11% | -$1.57K | ﹤0.01% | 2130 |
|
|
2024
Q2 | $14.7K | Buy |
142
+130
| +1,083% | +$13.5K | ﹤0.01% | 2058 |
|
|
2024
Q1 | $1.1K | Buy |
12
+5
| +71% | +$460 | ﹤0.01% | 3049 |
|
|
2023
Q4 | $600 | Buy |
+7
| New | +$600 | ﹤0.01% | 3093 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$338 | – | 3265 |
|
|
2023
Q1 | $338 | Hold |
4
| – | – | ﹤0.01% | 2916 |
|
|
2022
Q4 | $415 | Buy |
4
+2
| +100% | +$208 | ﹤0.01% | 2677 |
|
|
2022
Q3 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 2672 |
|
|
2022
Q2 | $0 | Sell |
4
-200
| -98% | – | ﹤0.01% | 2411 |
|
|
2022
Q1 | $19K | Buy |
+204
| New | +$19K | ﹤0.01% | 1273 |
|