&Partners’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	$322K	Sell	3,290 -305	-8%	-$29.9K	﹤0.01%	1584
2025 Q1	$373K	Buy	3,595 +320	+10%	+$33.2K	﹤0.01%	1296
2024 Q4	$354K	Buy	3,275 +697	+27%	+$75.4K	﹤0.01%	1249
2024 Q3	$270K	Buy	+2,578	New	+$270K	0.01%	1157