Creative Planning’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 | $730K | Buy |
7,477
+1,412
| +23% | +$138K | ﹤0.01% | 2114 |
|
|
2025
Q1 | $632K | Buy |
6,065
+489
| +9% | +$50.9K | ﹤0.01% | 2077 |
|
|
2024
Q4 | $594K | Sell |
5,576
-6,370
| -53% | -$678K | ﹤0.01% | 2061 |
|
|
2024
Q3 | $1.25M | Buy |
11,946
+6,755
| +130% | +$707K | ﹤0.01% | 1347 |
|
|
2024
Q2 | $476K | Buy |
5,191
+2,071
| +66% | +$190K | ﹤0.01% | 1977 |
|
|
2024
Q1 | $287K | Buy |
+3,120
| New | +$287K | ﹤0.01% | 2276 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$338 | – | 2555 |
|
|
2023
Q1 | $338 | Sell |
4
-2,303
| -100% | -$195K | ﹤0.01% | 2508 |
|
|
2022
Q4 | $239K | Buy |
+2,307
| New | +$239K | ﹤0.01% | 1886 |
|
|
2020
Q1 | – | Sell |
-3,454
| Closed | -$302K | – | 1753 |
|
|
2019
Q4 | $302K | Sell |
3,454
-205
| -6% | -$17.9K | ﹤0.01% | 1389 |
|
|
2019
Q3 | $290K | Buy |
+3,659
| New | +$290K | ﹤0.01% | 1376 |
|
|
2017
Q3 | – | Sell |
-1,154
| Closed | -$97K | – | 2066 |
|
|
2017
Q2 | $97K | Buy |
1,154
+100
| +9% | +$8.41K | ﹤0.01% | 2003 |
|
|
2017
Q1 | $82K | Buy |
1,054
+47
| +5% | +$3.66K | ﹤0.01% | 2071 |
|
|
2016
Q4 | $84K | Buy |
1,007
+172
| +21% | +$14.3K | ﹤0.01% | 1969 |
|
|
2016
Q3 | $58K | Sell |
835
-178
| -18% | -$12.4K | ﹤0.01% | 2221 |
|
|
2016
Q2 | $64K | Buy |
1,013
+116
| +13% | +$7.33K | ﹤0.01% | 1956 |
|
|
2016
Q1 | $49K | Hold |
897
| – | – | ﹤0.01% | 2108 |
|
|
2015
Q4 | $54K | Hold |
897
| – | – | ﹤0.01% | 2031 |
|
|
2015
Q3 | $58K | Buy |
+897
| New | +$58K | ﹤0.01% | 1922 |
|
|
2015
Q2 | – | Sell |
-709
| Closed | -$43K | – | 1283 |
|
|
2015
Q1 | $43K | Buy |
709
+275
| +63% | +$16.7K | ﹤0.01% | 2101 |
|
|
2014
Q4 | $26K | Hold |
434
| – | – | ﹤0.01% | 2438 |
|
|
2014
Q3 | $29K | Sell |
434
-75
| -15% | -$5.01K | ﹤0.01% | 2253 |
|
|
2014
Q2 | $34K | Buy |
509
+75
| +17% | +$5.01K | ﹤0.01% | 2112 |
|
|
2014
Q1 | $30K | Hold |
434
| – | – | ﹤0.01% | 2115 |
|
|
2013
Q4 | $29K | Hold |
434
| – | – | ﹤0.01% | 1965 |
|
|
2013
Q3 | $27K | Hold |
434
| – | – | ﹤0.01% | 1915 |
|
|
2013
Q2 | $28K | Buy |
+434
| New | +$28K | ﹤0.01% | 1714 |
|