Northwestern Mutual Wealth 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
$18.5K Sell
189
-2,018
-91% -$197K ﹤0.01% 2598
2025
Q1
$230K Buy
2,207
+349
+19% +$36.3K ﹤0.01% 1611
2024
Q4
$198K Buy
+1,858
New +$198K ﹤0.01% 1659
2024
Q2
Sell
-6
Closed -$552 3521
2024
Q1
$552 Buy
+6
New +$552 ﹤0.01% 3276
2020
Q1
Sell
-39
Closed -$3K 2557
2019
Q4
$3K Buy
+39
New +$3K ﹤0.01% 2155
2019
Q3
Sell
-70
Closed -$5K 2470
2019
Q2
$5K Buy
70
+51
+268% +$3.64K ﹤0.01% 2113
2019
Q1
$2K Buy
+19
New +$2K ﹤0.01% 2291
2018
Q1
Sell
-11
Closed -$1K 2203
2017
Q4
$1K Sell
11
-39
-78% -$3.55K ﹤0.01% 2198
2017
Q3
$4K Buy
50
+22
+79% +$1.76K ﹤0.01% 1853
2017
Q2
$2K Hold
28
﹤0.01% 1867
2017
Q1
$2K Sell
28
-82
-75% -$5.86K ﹤0.01% 1833
2016
Q4
$9K Buy
+110
New +$9K ﹤0.01% 1641
2016
Q1
Sell
-20
Closed -$1K 2127
2015
Q4
$1K Hold
20
﹤0.01% 1487
2015
Q3
$1K Hold
20
﹤0.01% 1532
2015
Q2
$1K Hold
20
﹤0.01% 1299
2015
Q1
$1K Hold
20
﹤0.01% 1437
2014
Q4
$1K Hold
20
﹤0.01% 1603
2014
Q3
$1K Buy
+20
New +$1K ﹤0.01% 1239