CIA
Concurrent Investment Advisors’s BOK Financial BOKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
3,153
| – | – | 0.01% | 1051 |
|
|
2025
Q1 | $328K | Hold |
3,153
| – | – | 0.01% | 876 |
|
|
2024
Q4 | $336K | Hold |
3,153
| – | – | 0.01% | 780 |
|
|
2024
Q3 | $330K | Hold |
3,153
| – | – | 0.01% | 740 |
|
|
2024
Q2 | $289K | Hold |
3,153
| – | – | 0.01% | 740 |
|
|
2024
Q1 | $290K | Hold |
3,153
| – | – | 0.01% | 680 |
|
|
2023
Q4 | $270K | Buy |
+3,153
| New | +$270K | 0.01% | 676 |
|