Berman Capital Advisors’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $32K | Buy |
358
+114
| +47% | +$10.2K | 0.01% | 839 |
|
|
2021
Q2 | $21K | Hold |
244
| – | – | ﹤0.01% | 879 |
|
|
2021
Q1 | $21K | Buy |
244
+1
| +0.4% | +$86 | ﹤0.01% | 763 |
|
|
2020
Q4 | $16K | Hold |
243
| – | – | ﹤0.01% | 730 |
|
|
2020
Q3 | $12K | Buy |
243
+32
| +15% | +$1.58K | ﹤0.01% | 735 |
|
|
2020
Q2 | $11K | Sell |
211
-70
| -25% | -$3.65K | ﹤0.01% | 713 |
|
|
2020
Q1 | $11K | Buy |
281
+147
| +110% | +$5.75K | ﹤0.01% | 635 |
|
|
2019
Q4 | $11K | Hold |
134
| – | – | ﹤0.01% | 693 |
|
|
2019
Q3 | $10K | Hold |
134
| – | – | ﹤0.01% | 702 |
|
|
2019
Q2 | $10K | Buy |
+134
| New | +$10K | ﹤0.01% | 711 |
|