Cerity 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
Q2 | $229K | Sell |
2,350
-5,333
| -69% | -$521K | ﹤0.01% | 2280 |
|
|
2025
Q1 | $800K | Sell |
7,683
-295
| -4% | -$30.7K | ﹤0.01% | 1524 |
|
|
2024
Q4 | $847K | Buy |
7,978
+2,121
| +36% | +$225K | ﹤0.01% | 1495 |
|
|
2024
Q3 | $613K | Buy |
5,857
+3,670
| +168% | +$384K | ﹤0.01% | 1660 |
|
|
2024
Q2 | $200K | Buy |
+2,187
| New | +$200K | ﹤0.01% | 2028 |
|
|
2019
Q2 | – | Sell |
-4,630
| Closed | -$378K | – | 495 |
|
|
2019
Q1 | $378K | Buy |
+4,630
| New | +$378K | 0.03% | 374 |
|
|
2018
Q4 | – | Sell |
-4,394
| Closed | -$427K | – | 518 |
|
|
2018
Q3 | $427K | Buy |
4,394
+102
| +2% | +$9.91K | 0.03% | 359 |
|
|
2018
Q2 | $403K | Buy |
4,292
+79
| +2% | +$7.42K | 0.03% | 365 |
|
|
2018
Q1 | $417K | Buy |
4,213
+20
| +0.5% | +$1.98K | 0.03% | 371 |
|
|
2017
Q4 | $387K | Hold |
4,193
| – | – | 0.03% | 388 |
|
|
2017
Q3 | $374K | Buy |
+4,193
| New | +$374K | 0.03% | 379 |
|