Parallel Advisors’s BOK Financial BOKF Stock Holding History

Parallel Advisors’s Portfolio BOKF Stock Details BOKF Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$580K	Sell	5,942 -853	-13%	-$83.3K	0.01%	577
2025 Q1	$708K	Buy	6,795 +396	+6%	+$41.2K	0.02%	477
2024 Q4	$681K	Buy	6,399 +510	+9%	+$54.3K	0.02%	492
2024 Q3	$616K	Buy	5,889 +2	+0%	+$209	0.01%	507
2024 Q2	$539K	Buy	5,887 +1	+0%	+$92	0.01%	516
2024 Q1	$542K	Buy	5,886 +11	+0.2%	+$1.01K	0.01%	517
2023 Q4	$503K	Sell	5,875 -35	-0.6%	-$3K	0.01%	484
2023 Q3	$473K	Sell	5,910 -1,304	-18%	-$104K	0.02%	471
2023 Q2	$583K	Buy	7,214 +24	+0.3%	+$1.94K	0.02%	429
2023 Q1	$607K	Buy	7,190 +947	+15%	+$79.9K	0.02%	407
2022 Q4	$648K	Hold	6,243	–	–	0.03%	344
2022 Q3	$555K	Sell	6,243 -10	-0.2%	-$889	0.03%	362
2022 Q2	$473K	Buy	6,253 +24	+0.4%	+$1.82K	0.02%	414
2022 Q1	$600K	Buy	6,229 +6,147	+7,496%	+$592K	0.02%	382
2021 Q4	$9K	Buy	82 +30	+58%	+$3.29K	﹤0.01%	2133
2021 Q3	$5K	Buy	52 +2	+4%	+$192	﹤0.01%	2311
2021 Q2	$4K	Buy	50 +19	+61%	+$1.52K	﹤0.01%	2324
2021 Q1	$3K	Hold	31	–	–	﹤0.01%	2321
2020 Q4	$2K	Sell	31 -4	-11%	-$258	﹤0.01%	2254
2020 Q3	$2K	Sell	35 -8	-19%	-$457	﹤0.01%	2251
2020 Q2	$2K	Sell	43 -287	-87%	-$13.3K	﹤0.01%	2160
2020 Q1	$14K	Sell	330 -12	-4%	-$509	﹤0.01%	1445
2019 Q4	$30K	Buy	342 +12	+4%	+$1.05K	﹤0.01%	1215
2019 Q3	$26K	Sell	330 -33	-9%	-$2.6K	﹤0.01%	1225
2019 Q2	$27K	Sell	363 -90	-20%	-$6.69K	﹤0.01%	1122
2019 Q1	$37K	Buy	453 +90	+25%	+$7.35K	﹤0.01%	950
2018 Q4	$26K	Hold	363	–	–	﹤0.01%	962
2018 Q3	$35K	Hold	363	–	–	﹤0.01%	928
2018 Q2	$34K	Hold	363	–	–	﹤0.01%	856
2018 Q1	$36K	Hold	363	–	–	0.01%	809
2017 Q4	$34K	Hold	363	–	–	0.01%	821
2017 Q3	$30K	Hold	363	–	–	0.01%	848
2017 Q2	$31K	Hold	363	–	–	0.01%	840
2017 Q1	$31K	Hold	363	–	–	0.01%	793
2016 Q4	$30K	Buy	+363	New	+$30K	0.01%	727