Cerity Partners’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Sell |
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|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $847K | Buy |
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|
2024
Q3 | $613K | Buy |
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|
2024
Q2 | $200K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $378K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $427K | Buy |
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|
2018
Q2 | $403K | Buy |
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|
2018
Q1 | $417K | Buy |
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|
2017
Q4 | $387K | Hold |
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|
2017
Q3 | $374K | Buy |
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