IFP Advisors’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 |
-145
| Closed | -$15.1K | – | 1969 |
|
|
2025
Q1 | $15.1K | Hold |
145
| – | – | ﹤0.01% | 2415 |
|
|
2024
Q4 | $15.4K | Buy |
145
+3
| +2% | +$319 | ﹤0.01% | 2362 |
|
|
2024
Q3 | $14.9K | Buy |
+142
| New | +$14.9K | ﹤0.01% | 2275 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3464 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3182 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3109 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3031 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2916 |
|
|
2020
Q2 | – | Sell |
-11
| Closed | – | – | 2800 |
|
|
2020
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2803 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2899 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3106 |
|
|
2019
Q1 | – | Sell |
-46
| Closed | -$3K | – | 2475 |
|
|
2018
Q4 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 2966 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | -$1K | – | 3827 |
|
|
2018
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 3607 |
|
|
2017
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 3607 |
|