Bell Investment Advisors’s BOK Financial BOKF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.59K	Hold	28	–	–	﹤0.01%	1106
2025 Q4	$3.32K	Hold	28	–	–	﹤0.01%	1154
2025 Q3	$3.12K	Hold	28	–	–	﹤0.01%	1149
2025 Q2	$2.73K	Hold	28	–	–	﹤0.01%	1234
2025 Q1	$2.92K	Hold	28	–	–	﹤0.01%	1156
2024 Q4	$2.98K	Hold	28	–	–	﹤0.01%	1173
2024 Q3	$2.93K	Hold	28	–	–	﹤0.01%	1191
2024 Q2	$2.57K	Hold	28	–	–	﹤0.01%	1248
2024 Q1	$2.58K	Buy	28 +6	+27%	+$509	﹤0.01%	1233
2023 Q4	$1.89K	Hold	22	–	–	﹤0.01%	1351
2023 Q3	$1.76K	Hold	22	–	–	﹤0.01%	1339
2023 Q2	$1.78K	Sell	22 -7	-24%	-$577	﹤0.01%	1359
2023 Q1	$2.45K	Sell	29 -11	-28%	-$1.07K	﹤0.01%	1145
2022 Q4	$4.15K	Buy	40 +5	+14%	+$507	﹤0.01%	907
2022 Q3	$3K	Buy	35 +6	+21%	+$519	﹤0.01%	881
2022 Q2	$2K	Buy	+29	New	+$2.45K	﹤0.01%	1102
2021 Q4	$4K	Hold	42	–	–	﹤0.01%	837
2021 Q3	$4K	Buy	+42	New	+$3.6K	﹤0.01%	775