IEQ Capital’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	–	Sell	-24,423	Closed	-$2.54M	–	1832
2025 Q1	$2.54M	Sell	24,423 -3,605	-13%	-$375K	0.02%	521
2024 Q4	$2.98M	Buy	+28,028	New	+$2.98M	0.03%	396