Meritage Portfolio Management’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
$630K Buy
6,452
+381
+6% +$37.2K 0.04% 227
2025
Q1
$632K Buy
6,071
+1,902
+46% +$198K 0.04% 223
2024
Q4
$444K Buy
+4,169
New +$444K 0.03% 263