Castleview Partners’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-166
| Closed | -$17.7K | – | 226 |
|
|
2024
Q4 | $17.7K | Buy |
166
+9
| +6% | +$961 | 0.01% | 484 |
|
|
2024
Q3 | $16.4K | Buy |
157
+47
| +43% | +$4.9K | 0.01% | 475 |
|
|
2024
Q2 | $10.1K | Buy |
110
+43
| +64% | +$3.94K | 0.01% | 520 |
|
|
2024
Q1 | $6.16K | Buy |
67
+28
| +72% | +$2.58K | ﹤0.01% | 594 |
|
|
2023
Q4 | $3.34K | Buy |
+39
| New | +$3.34K | ﹤0.01% | 636 |
|