Hillsdale Investment Management’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-4,570
| Closed | -$386K | – | 563 |
|
2023
Q1 | $386K | Sell |
4,570
-50
| -1% | -$4.22K | 0.03% | 384 |
|
2022
Q4 | $480K | Buy |
+4,620
| New | +$480K | 0.04% | 355 |
|
2015
Q4 | – | Sell |
-1,400
| Closed | -$91K | – | 503 |
|
2015
Q3 | $91K | Hold |
1,400
| – | – | 0.03% | 398 |
|
2015
Q2 | $97K | Buy |
1,400
+100
| +8% | +$6.93K | 0.03% | 415 |
|
2015
Q1 | $80K | Sell |
1,300
-300
| -19% | -$18.5K | 0.02% | 435 |
|
2014
Q4 | $96K | Sell |
1,600
-700
| -30% | -$42K | 0.02% | 393 |
|
2014
Q3 | $153K | Sell |
2,300
-400
| -15% | -$26.6K | 0.05% | 342 |
|
2014
Q2 | $180K | Sell |
2,700
-100
| -4% | -$6.67K | 0.04% | 339 |
|
2014
Q1 | $193K | Sell |
2,800
-1,300
| -32% | -$89.6K | 0.05% | 319 |
|
2013
Q4 | $272K | Sell |
4,100
-300
| -7% | -$19.9K | 0.08% | 234 |
|
2013
Q3 | $279K | Buy |
+4,400
| New | +$279K | 0.08% | 224 |
|