Concurrent Investment Advisors’s BOK Financial BOKF Stock Holding History

Concurrent Investment Advisors’s Portfolio BOKF Stock Details BOKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Hold
2025 Q1	$328K	Hold
2024 Q4	$336K	Hold
2024 Q3	$330K	Hold
2024 Q2	$289K	Hold
2024 Q1	$290K	Hold
2023 Q4	$270K	Buy