GeoWealth 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
Q1
Sell
-6
Closed -$639 1149
2024
Q4
$639 Hold
6
﹤0.01% 1720
2024
Q3
$628 Buy
+6
New +$628 ﹤0.01% 1622