Concourse Financial Group Securities’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 |
-170
| Closed | -$19.2K | – | 1024 |
|
|
2024
Q4 | $19.2K | Buy |
+170
| New | +$19.2K | ﹤0.01% | 1560 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3012 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3055 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3066 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3020 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3022 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3025 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2999 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2941 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2730 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2804 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2762 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2942 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2936 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2868 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2817 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2760 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2621 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2535 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2592 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2539 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2236 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2638 |
|
|
2019
Q1 | – | Sell |
-18
| Closed | -$1K | – | 2626 |
|
|
2018
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1982 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2030 |
|