EverSource Wealth Advisors’s BOK Financial BOKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8K | Buy |
500
+261
| +109% | +$25.5K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $24.9K | Buy |
239
+22
| +10% | +$2.29K | ﹤0.01% | 1572 |
|
|
2024
Q4 | $23.1K | Buy |
217
+150
| +224% | +$16K | ﹤0.01% | 1543 |
|
|
2024
Q3 | $7.01K | Buy |
67
+32
| +91% | +$3.35K | ﹤0.01% | 2065 |
|
|
2024
Q2 | $3.6K | Buy |
+35
| New | +$3.6K | ﹤0.01% | 2334 |
|