Forum Financial Management’s BOK Financial BOKF Stock Holding History

Forum Financial Management’s Portfolio BOKF Stock Details BOKF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$300K	Buy
2025 Q2	$243K	Buy
2025 Q1	$246K	Buy
2024 Q4	$251K	Buy
2024 Q3	$216K	Buy
2023 Q1	–	Sell
2022 Q4	$213K	Buy
2022 Q1	–	Sell
2021 Q4	$217K	Buy