BOK Financial Private Wealth’s UDR UDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$676K	Buy	+16,553	New	+$676K	0.05%	109
2025 Q1	–	Sell	-20	Closed	-$869	–	662
2024 Q4	$869	Buy	+20	New	+$869	﹤0.01%	519
2022 Q3	–	Sell	-271	Closed	-$12K	–	404
2022 Q2	$12K	Buy	+271	New	+$12K	﹤0.01%	332