Heritage Trust’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Sell |
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|
2025
Q2 | $309K | Hold |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q2 | $290K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $298K | Hold |
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|
2021
Q4 | $334K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $217K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $608K | Sell |
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|
2018
Q3 | $816K | Hold |
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|
2018
Q2 | $789K | Hold |
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|
2018
Q1 | $830K | Hold |
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|
2017
Q4 | $774K | Hold |
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|
2017
Q3 | $747K | Buy |
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|
2017
Q2 | $688K | Hold |
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|
2017
Q1 | $640K | Buy |
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