JFS Wealth 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 | $4K | Sell |
41
-16
| -28% | -$1.56K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $5.94K | Buy |
57
+6
| +12% | +$625 | ﹤0.01% | 1052 |
|
|
2024
Q4 | $5.43K | Buy |
51
+4
| +9% | +$426 | ﹤0.01% | 1101 |
|
|
2024
Q3 | $4.92K | Buy |
47
+8
| +21% | +$837 | ﹤0.01% | 1127 |
|
|
2024
Q2 | $3.57K | Hold |
39
| – | – | ﹤0.01% | 1200 |
|
|
2024
Q1 | $3.59K | Buy |
39
+7
| +22% | +$644 | ﹤0.01% | 1229 |
|
|
2023
Q4 | $2.74K | Sell |
32
-9
| -22% | -$771 | ﹤0.01% | 1298 |
|
|
2023
Q3 | $3.28K | Sell |
41
-11
| -21% | -$880 | ﹤0.01% | 1177 |
|
|
2023
Q2 | $4.2K | Sell |
52
-10
| -16% | -$808 | ﹤0.01% | 1082 |
|
|
2023
Q1 | $5.23K | Sell |
62
-16
| -21% | -$1.35K | ﹤0.01% | 966 |
|
|
2022
Q4 | $8.1K | Buy |
78
+10
| +15% | +$1.04K | ﹤0.01% | 790 |
|
|
2022
Q3 | $6K | Buy |
68
+57
| +518% | +$5.03K | ﹤0.01% | 894 |
|
|
2022
Q2 | $1K | Sell |
11
-41
| -79% | -$3.73K | ﹤0.01% | 1474 |
|
|
2022
Q1 | $5K | Buy |
52
+27
| +108% | +$2.6K | ﹤0.01% | 1023 |
|
|
2021
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 917 |
|