Forum Financial 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 | $243K | Buy |
2,488
+122
| +5% | +$11.9K | ﹤0.01% | 787 |
|
|
2025
Q1 | $246K | Buy |
2,366
+4
| +0.2% | +$417 | ﹤0.01% | 704 |
|
|
2024
Q4 | $251K | Buy |
2,362
+302
| +15% | +$32.1K | ﹤0.01% | 723 |
|
|
2024
Q3 | $216K | Buy |
+2,060
| New | +$216K | ﹤0.01% | 685 |
|
|
2023
Q1 | – | Sell |
-2,055
| Closed | -$213K | – | 625 |
|
|
2022
Q4 | $213K | Buy |
+2,055
| New | +$213K | 0.01% | 530 |
|
|
2022
Q1 | – | Sell |
-2,055
| Closed | -$217K | – | 619 |
|
|
2021
Q4 | $217K | Buy |
+2,055
| New | +$217K | 0.01% | 578 |
|