AAG
Avalon Advisory Group’s BOK Financial BOKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
11,769
| – | – | 0.49% | 8 |
|
|
2025
Q1 | $1.23M | Hold |
11,769
| – | – | 0.58% | 8 |
|
|
2024
Q4 | $1.25M | Sell |
11,769
-1,268
| -10% | -$135K | 0.57% | 8 |
|
|
2024
Q3 | $1.36M | Hold |
13,037
| – | – | 0.62% | 8 |
|
|
2024
Q2 | $1.19M | Hold |
13,037
| – | – | 0.57% | 9 |
|
|
2024
Q1 | $1.2M | Buy |
+13,037
| New | +$1.2M | 0.58% | 9 |
|