Plan Group Financial’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	$701K	Buy	+7,178	New	+$701K	0.23%	97
2023 Q3	–	Sell	-4,000	Closed	-$323K	–	75
2023 Q2	$323K	Buy	+4,000	New	+$323K	0.27%	46