FDx Advisors’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,100
| Closed | -$212K | – | 770 |
|
|
2020
Q4 | $212K | Buy |
+3,100
| New | +$212K | 0.01% | 665 |
|
|
2020
Q3 | – | Sell |
-3,876
| Closed | -$219K | – | 612 |
|
|
2020
Q2 | $219K | Buy |
+3,876
| New | +$219K | 0.01% | 525 |
|
|
2020
Q1 | – | Sell |
-4,064
| Closed | -$355K | – | 529 |
|
|
2019
Q4 | $355K | Sell |
4,064
-48
| -1% | -$4.19K | 0.02% | 441 |
|
|
2019
Q3 | $325K | Sell |
4,112
-238
| -5% | -$18.8K | 0.02% | 459 |
|
|
2019
Q2 | $328K | Buy |
4,350
+570
| +15% | +$43K | 0.01% | 604 |
|
|
2019
Q1 | $308K | Sell |
3,780
-1,121
| -23% | -$91.3K | 0.01% | 590 |
|
|
2018
Q4 | $359K | Sell |
4,901
-4,697
| -49% | -$344K | 0.03% | 373 |
|
|
2018
Q3 | $934K | Buy |
9,598
+462
| +5% | +$45K | 0.03% | 355 |
|
|
2018
Q2 | $859K | Buy |
9,136
+1,286
| +16% | +$121K | 0.03% | 403 |
|
|
2018
Q1 | $777K | Buy |
7,850
+1,526
| +24% | +$151K | 0.02% | 596 |
|
|
2017
Q4 | $584K | Buy |
6,324
+440
| +7% | +$40.6K | 0.02% | 737 |
|
|
2017
Q3 | $524K | Buy |
5,884
+175
| +3% | +$15.6K | 0.01% | 788 |
|
|
2017
Q2 | $480K | Sell |
5,709
-7,130
| -56% | -$599K | 0.01% | 790 |
|
|
2017
Q1 | $1.01M | Buy |
12,839
+1,447
| +13% | +$113K | 0.03% | 525 |
|
|
2016
Q4 | $946K | Buy |
11,392
+51
| +0.4% | +$4.24K | 0.03% | 547 |
|
|
2016
Q3 | $782K | Buy |
11,341
+1,449
| +15% | +$99.9K | 0.03% | 471 |
|
|
2016
Q2 | $620K | Buy |
9,892
+1,392
| +16% | +$87.2K | 0.03% | 516 |
|
|
2016
Q1 | $464K | Buy |
8,500
+4,775
| +128% | +$261K | 0.02% | 598 |
|
|
2015
Q4 | $223K | Sell |
3,725
-746
| -17% | -$44.7K | 0.01% | 797 |
|
|
2015
Q3 | $289K | Buy |
+4,471
| New | +$289K | 0.02% | 630 |
|