Capital Advisors Inc’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
2,458
-167
| -6% | -$16.3K | ﹤0.01% | 289 |
|
|
2025
Q1 | $273K | Hold |
2,625
| – | – | 0.01% | 264 |
|
|
2024
Q4 | $279K | Hold |
2,625
| – | – | 0.01% | 259 |
|
|
2024
Q3 | $275K | Sell |
2,625
-290
| -10% | -$30.3K | 0.01% | 257 |
|
|
2024
Q2 | $267K | Sell |
2,915
-646
| -18% | -$59.2K | 0.01% | 264 |
|
|
2024
Q1 | $328K | Hold |
3,561
| – | – | 0.01% | 237 |
|
|
2023
Q4 | $305K | Hold |
3,561
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $285K | Hold |
3,561
| – | – | 0.01% | 216 |
|
|
2023
Q2 | $288K | Hold |
3,561
| – | – | 0.01% | 227 |
|
|
2023
Q1 | $301K | Hold |
3,561
| – | – | 0.01% | 213 |
|
|
2022
Q4 | $370K | Sell |
3,561
-85
| -2% | -$8.82K | 0.01% | 192 |
|
|
2022
Q3 | $352K | Hold |
3,646
| – | – | 0.01% | 184 |
|
|
2022
Q2 | $276K | Hold |
3,646
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $343K | Hold |
3,646
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $385K | Hold |
3,646
| – | – | 0.01% | 191 |
|
|
2021
Q3 | $326K | Hold |
3,646
| – | – | 0.01% | 188 |
|
|
2021
Q2 | $316K | Hold |
3,646
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $326K | Hold |
3,646
| – | – | 0.01% | 184 |
|
|
2020
Q4 | $250K | Buy |
+3,646
| New | +$250K | 0.01% | 182 |
|