Elk River Wealth Management’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 | $620K | Buy |
6,349
+696
| +12% | +$68K | 0.11% | 62 |
|
|
2025
Q1 | $589K | Hold |
5,653
| – | – | 0.11% | 60 |
|
|
2024
Q4 | $602K | Sell |
5,653
-441
| -7% | -$46.9K | 0.11% | 60 |
|
|
2024
Q3 | $638K | Sell |
6,094
-3,048
| -33% | -$319K | 0.12% | 59 |
|
|
2024
Q2 | $838K | Buy |
9,142
+1,144
| +14% | +$105K | 0.16% | 51 |
|
|
2024
Q1 | $736K | Sell |
7,998
-305
| -4% | -$28.1K | 0.15% | 54 |
|
|
2023
Q4 | $711K | Buy |
8,303
+2,094
| +34% | +$179K | 0.14% | 63 |
|
|
2023
Q3 | $497K | Sell |
6,209
-351
| -5% | -$28.1K | 0.11% | 72 |
|
|
2023
Q2 | $530K | Hold |
6,560
| – | – | 0.11% | 69 |
|
|
2023
Q1 | $554K | Buy |
6,560
+500
| +8% | +$42.2K | 0.13% | 69 |
|
|
2022
Q4 | $629K | Buy |
6,060
+765
| +14% | +$79.4K | 0.15% | 70 |
|
|
2022
Q3 | $471K | Buy |
5,295
+957
| +22% | +$85.1K | 0.12% | 71 |
|
|
2022
Q2 | $328K | Buy |
4,338
+1,080
| +33% | +$81.7K | 0.08% | 85 |
|
|
2022
Q1 | $306K | Buy |
3,258
+664
| +26% | +$62.4K | 0.07% | 101 |
|
|
2021
Q4 | $274K | Buy |
2,594
+132
| +5% | +$13.9K | 0.06% | 109 |
|
|
2021
Q3 | $220K | Buy |
+2,462
| New | +$220K | 0.06% | 108 |
|