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 |
|