Cresset Asset Management’s BOK Financial BOKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,420
| Closed | -$358K | – | 1707 |
|
|
2024
Q3 | $358K | Buy |
3,420
+743
| +28% | +$77.7K | ﹤0.01% | 1682 |
|
|
2024
Q2 | $245K | Buy |
+2,677
| New | +$245K | ﹤0.01% | 1766 |
|
|
2024
Q1 | – | Sell |
-2,950
| Closed | -$253K | – | 1883 |
|
|
2023
Q4 | $253K | Buy |
2,950
+429
| +17% | +$36.7K | ﹤0.01% | 1553 |
|
|
2023
Q3 | $202K | Buy |
+2,521
| New | +$202K | ﹤0.01% | 1586 |
|