Boston Trust Walden’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-59,208
| Closed | -$3.54M | – | 342 |
|
2015
Q4 | $3.54M | Sell |
59,208
-76,678
| -56% | -$4.58M | 0.07% | 232 |
|
2015
Q3 | $8.79M | Sell |
135,886
-18,376
| -12% | -$1.19M | 0.15% | 195 |
|
2015
Q2 | $10.7M | Buy |
154,262
+3,274
| +2% | +$228K | 0.16% | 184 |
|
2015
Q1 | $9.24M | Sell |
150,988
-1,723
| -1% | -$105K | 0.14% | 183 |
|
2014
Q4 | $9.17M | Buy |
152,711
+38
| +0% | +$2.28K | 0.14% | 185 |
|
2014
Q3 | $10.2M | Sell |
152,673
-314
| -0.2% | -$20.9K | 0.16% | 178 |
|
2014
Q2 | $10.2M | Buy |
152,987
+19,445
| +15% | +$1.3M | 0.15% | 175 |
|
2014
Q1 | $9.22M | Buy |
133,542
+3,188
| +2% | +$220K | 0.14% | 181 |
|
2013
Q4 | $8.65M | Buy |
130,354
+28,224
| +28% | +$1.87M | 0.13% | 184 |
|
2013
Q3 | $6.47M | Buy |
102,130
+3,201
| +3% | +$203K | 0.1% | 190 |
|
2013
Q2 | $6.34M | Buy |
+98,929
| New | +$6.34M | 0.1% | 187 |
|