Janney Montgomery Scott’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 |
-2,560
| Closed | -$216K | – | 2635 |
|
|
2023
Q1 | $216K | Sell |
2,560
-120
| -4% | -$10.1K | ﹤0.01% | 2247 |
|
|
2022
Q4 | $278K | Hold |
2,680
| – | – | ﹤0.01% | 2173 |
|
|
2022
Q3 | $238K | Hold |
2,680
| – | – | ﹤0.01% | 2167 |
|
|
2022
Q2 | $208K | Sell |
2,680
-130
| -5% | -$10.1K | ﹤0.01% | 2126 |
|
|
2022
Q1 | $264K | Sell |
2,810
-135
| -5% | -$12.7K | ﹤0.01% | 1951 |
|
|
2021
Q4 | $311K | Hold |
2,945
| – | – | ﹤0.01% | 1978 |
|
|
2021
Q3 | $264K | Buy |
2,945
+90
| +3% | +$8.07K | ﹤0.01% | 2024 |
|
|
2021
Q2 | $247K | Buy |
+2,855
| New | +$247K | ﹤0.01% | 2017 |
|
|
2021
Q1 | – | Sell |
-3,959
| Closed | -$271K | – | 2252 |
|
|
2020
Q4 | $271K | Sell |
3,959
-81
| -2% | -$5.55K | ﹤0.01% | 1943 |
|
|
2020
Q3 | $208K | Sell |
4,040
-29
| -0.7% | -$1.49K | ﹤0.01% | 1899 |
|
|
2020
Q2 | $230K | Buy |
+4,069
| New | +$230K | ﹤0.01% | 1766 |
|