Plante Moran Financial Advisors’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-61
| Closed | -$5K | – | 759 |
|
|
2019
Q3 | $5K | Hold |
61
| – | – | ﹤0.01% | 678 |
|
|
2019
Q2 | $5K | Sell |
61
-5
| -8% | -$410 | ﹤0.01% | 637 |
|
|
2019
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 628 |
|
|
2018
Q4 | $5K | Buy |
66
+3
| +5% | +$227 | ﹤0.01% | 587 |
|
|
2018
Q3 | $6K | Buy |
63
+12
| +24% | +$1.14K | ﹤0.01% | 561 |
|
|
2018
Q2 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 624 |
|
|
2016
Q3 | – | Sell |
-11
| Closed | -$1K | – | 935 |
|
|
2016
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 846 |
|
|
2015
Q1 | – | Sell |
-107
| Closed | -$6K | – | 721 |
|
|
2014
Q4 | $6K | Hold |
107
| – | – | ﹤0.01% | 618 |
|
|
2014
Q3 | $7K | Hold |
107
| – | – | 0.01% | 610 |
|
|
2014
Q2 | $7K | Hold |
107
| – | – | 0.01% | 607 |
|
|
2014
Q1 | $7K | Hold |
107
| – | – | 0.01% | 424 |
|
|
2013
Q4 | $7K | Hold |
107
| – | – | ﹤0.01% | 498 |
|
|
2013
Q3 | $7K | Hold |
107
| – | – | ﹤0.01% | 436 |
|
|
2013
Q2 | $7K | Buy |
+107
| New | +$7K | 0.01% | 396 |
|