Mercer Global 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 | $230K | Sell |
2,354
-1,155
| -33% | -$113K | ﹤0.01% | 1981 |
|
2025
Q1 | $365K | Buy |
3,509
+909
| +35% | +$94.7K | ﹤0.01% | 1654 |
|
2024
Q4 | $277K | Buy |
+2,600
| New | +$277K | ﹤0.01% | 1797 |
|
2023
Q2 | – | Sell |
-3,201
| Closed | -$270K | – | 1933 |
|
2023
Q1 | $270K | Sell |
3,201
-5
| -0.2% | -$422 | ﹤0.01% | 1570 |
|
2022
Q4 | $333K | Sell |
3,206
-21
| -0.7% | -$2.18K | ﹤0.01% | 1445 |
|
2022
Q3 | $287K | Buy |
3,227
+145
| +5% | +$12.9K | ﹤0.01% | 1436 |
|
2022
Q2 | $233K | Buy |
3,082
+185
| +6% | +$14K | ﹤0.01% | 1557 |
|
2022
Q1 | $272K | Sell |
2,897
-4
| -0.1% | -$376 | ﹤0.01% | 1558 |
|
2021
Q4 | $306K | Sell |
2,901
-3
| -0.1% | -$316 | ﹤0.01% | 1450 |
|
2021
Q3 | $260K | Buy |
2,904
+9
| +0.3% | +$806 | ﹤0.01% | 1484 |
|
2021
Q2 | $251K | Hold |
2,895
| – | – | ﹤0.01% | 1459 |
|
2021
Q1 | $259K | Buy |
+2,895
| New | +$259K | ﹤0.01% | 1379 |
|
2020
Q1 | – | Sell |
-2,845
| Closed | -$249K | – | 1120 |
|
2019
Q4 | $249K | Buy |
+2,845
| New | +$249K | 0.01% | 988 |
|
2019
Q2 | – | Sell |
-2,456
| Closed | -$200K | – | 1157 |
|
2019
Q1 | $200K | Buy |
+2,456
| New | +$200K | 0.01% | 988 |
|