Envestnet Asset Management’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.23M | Buy |
17,407
+10,153
| +140% | +$1.3M | ﹤0.01% | 2938 |
|
|
2025
Q4 | $859K | Sell |
7,254
-15,975
| -69% | -$1.79M | ﹤0.01% | 3360 |
|
|
2025
Q3 | $2.59M | Sell |
23,229
-4,034
| -15% | -$431K | ﹤0.01% | 2713 |
|
|
2025
Q2 | $2.66M | Buy |
27,263
+2,909
| +12% | +$274K | ﹤0.01% | 2631 |
|
|
2025
Q1 | $2.54M | Buy |
24,354
+5,249
| +27% | +$564K | ﹤0.01% | 2567 |
|
|
2024
Q4 | $2.03M | Sell |
19,105
-2,987
| -14% | -$333K | ﹤0.01% | 2677 |
|
|
2024
Q3 | $2.31M | Buy |
22,092
+325
| +1% | +$32.7K | ﹤0.01% | 2556 |
|
|
2024
Q2 | $1.99M | Buy |
21,767
+799
| +4% | +$72.2K | ﹤0.01% | 2601 |
|
|
2024
Q1 | $1.93M | Buy |
20,968
+201
| +1% | +$17K | ﹤0.01% | 2597 |
|
|
2023
Q4 | $1.78M | Sell |
20,767
-2,202
| -10% | -$166K | ﹤0.01% | 2544 |
|
|
2023
Q3 | $1.84M | Buy |
22,969
+7,217
| +46% | +$611K | ﹤0.01% | 2418 |
|
|
2023
Q2 | $1.27M | Sell |
15,752
-3,670
| -19% | -$302K | ﹤0.01% | 2567 |
|
|
2023
Q1 | $1.64M | Buy |
19,422
+1,658
| +9% | +$162K | ﹤0.01% | 2326 |
|
|
2022
Q4 | $1.84M | Sell |
17,764
-3,672
| -17% | -$372K | ﹤0.01% | 2212 |
|
|
2022
Q3 | $1.91M | Sell |
21,436
-2,212
| -9% | -$191K | ﹤0.01% | 2114 |
|
|
2022
Q2 | $1.79M | Sell |
23,648
-2,611
| -10% | -$220K | ﹤0.01% | 2173 |
|
|
2022
Q1 | $2.47M | Sell |
26,259
-368
| -1% | -$38K | ﹤0.01% | 2079 |
|
|
2021
Q4 | $2.81M | Sell |
26,627
-175
| -0.7% | -$18K | ﹤0.01% | 1947 |
|
|
2021
Q3 | $2.4M | Sell |
26,802
-49
| -0.2% | -$4.19K | ﹤0.01% | 1977 |
|
|
2021
Q2 | $2.33M | Sell |
26,851
-570
| -2% | -$50.9K | ﹤0.01% | 1953 |
|
|
2021
Q1 | $2.45M | Sell |
27,421
-22,867
| -45% | -$1.94M | ﹤0.01% | 1822 |
|
|
2020
Q4 | $3.44M | Sell |
50,288
-4,403
| -8% | -$284K | ﹤0.01% | 1457 |
|
|
2020
Q3 | $2.82M | Sell |
54,691
-40,438
| -43% | -$2.22M | ﹤0.01% | 1429 |
|
|
2020
Q2 | $5.37M | Buy |
95,129
+13,645
| +17% | +$698K | 0.01% | 1092 |
|
|
2020
Q1 | $3.47M | Sell |
81,484
-2,474
| -3% | -$174K | ﹤0.01% | 1166 |
|
|
2019
Q4 | $7.34M | Sell |
83,958
-2,787
| -3% | -$227K | 0.01% | 929 |
|
|
2019
Q3 | $6.87M | Sell |
86,745
-8,747
| -9% | -$685K | 0.01% | 910 |
|
|
2019
Q2 | $7.21M | Buy |
95,492
+238
| +0.2% | +$19.3K | 0.01% | 871 |
|
|
2019
Q1 | $7.77M | Buy |
95,254
+23,841
| +33% | +$2M | 0.01% | 796 |
|
|
2018
Q4 | $5.24M | Buy |
+71,413
| New | +$6.05M | 0.01% | 862 |
|
|
2018
Q3 | – | Sell |
-28,167
| Closed | -$2.65M | – | 1408 |
|
|
2018
Q2 | $2.65M | Buy |
28,167
+837
| +3% | +$84.8K | 0.01% | 717 |
|
|
2018
Q1 | $2.71M | Buy |
27,330
+986
| +4% | +$95K | 0.01% | 600 |
|
|
2017
Q4 | $2.43M | Buy |
26,344
+1,916
| +8% | +$169K | 0.01% | 866 |
|
|
2017
Q3 | $2.17M | Buy |
24,428
+2,914
| +14% | +$243K | 0.01% | 864 |
|
|
2017
Q2 | $1.81M | Buy |
21,514
+2,863
| +15% | +$233K | 0.01% | 965 |
|
|
2017
Q1 | $1.46M | Buy |
18,651
+2,721
| +17% | +$222K | ﹤0.01% | 1061 |
|
|
2016
Q4 | $1.32M | Buy |
15,930
+750
| +5% | +$57.6K | ﹤0.01% | 1080 |
|
|
2016
Q3 | $1.05M | Sell |
15,180
-7,840
| -34% | -$520K | ﹤0.01% | 1229 |
|
|
2016
Q2 | $1.44M | Sell |
23,020
-2,679
| -10% | -$159K | 0.01% | 1155 |
|
|
2016
Q1 | $1.4M | Buy |
25,699
+9,296
| +57% | +$485K | 0.01% | 1146 |
|
|
2015
Q4 | $981K | Buy |
16,403
+8
| +0% | +$524 | ﹤0.01% | 1302 |
|
|
2015
Q3 | $1.06M | Sell |
16,395
-946
| -5% | -$61.5K | 0.01% | 1247 |
|
|
2015
Q2 | $1.21M | Buy |
17,341
+426
| +3% | +$27.9K | 0.01% | 1312 |
|
|
2015
Q1 | $1.04M | Buy |
16,915
+16,752
| +10,277% | +$977K | 0.01% | 1272 |
|
|
2014
Q4 | $10K | Hold |
163
| – | – | ﹤0.01% | 1953 |
|
|
2014
Q3 | $11K | Hold |
163
| – | – | ﹤0.01% | 2083 |
|
|
2014
Q2 | $11K | Hold |
163
| – | – | ﹤0.01% | 1984 |
|
|
2014
Q1 | $11K | Hold |
163
| – | – | ﹤0.01% | 1835 |
|
|
2013
Q4 | $11K | Hold |
163
| – | – | ﹤0.01% | 1693 |
|
|
2013
Q3 | $10K | Hold |
163
| – | – | ﹤0.01% | 1698 |
|
|
2013
Q2 | $10K | Buy |
+163
| New | +$10.3K | ﹤0.01% | 1650 |
|
Other funds holding BOKF
GKFF
AI
VPM
VCM
CBU
