Clearstead Advisors’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	–	Sell	-52	Closed	-$5.42K	–	2746
2025 Q1	$5.42K	Sell	52 -39	-43%	-$4.06K	﹤0.01%	1725
2024 Q4	$9.69K	Buy	+91	New	+$9.69K	﹤0.01%	1570