Raymond James Financial Services Advisors’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $230K | Buy |
2,198
+3
| +0.1% | +$314 | ﹤0.01% | 3099 |
|
|
2024
Q2 | $201K | Buy |
2,195
+2
| +0.1% | +$183 | ﹤0.01% | 3116 |
|
|
2024
Q1 | $202K | Buy |
+2,193
| New | +$202K | ﹤0.01% | 3090 |
|
|
2023
Q1 | – | Sell |
-2,279
| Closed | -$237K | – | 3253 |
|
|
2022
Q4 | $237K | Buy |
2,279
+12
| +0.5% | +$1.25K | ﹤0.01% | 2742 |
|
|
2022
Q3 | $201K | Buy |
+2,267
| New | +$201K | ﹤0.01% | 2840 |
|
|
2022
Q2 | – | Sell |
-2,289
| Closed | -$215K | – | 3204 |
|
|
2022
Q1 | $215K | Buy |
2,289
+1
| +0% | +$94 | ﹤0.01% | 2911 |
|
|
2021
Q4 | $241K | Sell |
2,288
-14
| -0.6% | -$1.48K | ﹤0.01% | 2847 |
|
|
2021
Q3 | $206K | Sell |
2,302
-881
| -28% | -$78.8K | ﹤0.01% | 2957 |
|
|
2021
Q2 | $276K | Buy |
+3,183
| New | +$276K | ﹤0.01% | 2779 |
|
|
2020
Q1 | – | Sell |
-2,560
| Closed | -$224K | – | 2421 |
|
|
2019
Q4 | $224K | Buy |
+2,560
| New | +$224K | ﹤0.01% | 2498 |
|
|
2019
Q2 | – | Sell |
-2,931
| Closed | -$239K | – | 2802 |
|
|
2019
Q1 | $239K | Sell |
2,931
-2,348
| -44% | -$191K | ﹤0.01% | 2395 |
|
|
2018
Q4 | $387K | Sell |
5,279
-11
| -0.2% | -$806 | ﹤0.01% | 1838 |
|
|
2018
Q3 | $515K | Sell |
5,290
-17
| -0.3% | -$1.66K | ﹤0.01% | 1885 |
|
|
2018
Q2 | $499K | Sell |
5,307
-61
| -1% | -$5.74K | ﹤0.01% | 1863 |
|
|
2018
Q1 | $531K | Buy |
5,368
+5
| +0.1% | +$495 | ﹤0.01% | 1674 |
|
|
2017
Q4 | $495K | Sell |
5,363
-32
| -0.6% | -$2.95K | ﹤0.01% | 1704 |
|
|
2017
Q3 | $481K | Sell |
5,395
-1,292
| -19% | -$115K | ﹤0.01% | 1737 |
|
|
2017
Q2 | $563K | Buy |
6,687
+2,461
| +58% | +$207K | ﹤0.01% | 1615 |
|
|
2017
Q1 | $331K | Buy |
4,226
+3
| +0.1% | +$235 | ﹤0.01% | 1838 |
|
|
2016
Q4 | $351K | Buy |
4,223
+346
| +9% | +$28.8K | ﹤0.01% | 1736 |
|
|
2016
Q3 | $267K | Sell |
3,877
-6
| -0.2% | -$413 | ﹤0.01% | 1859 |
|
|
2016
Q2 | $243K | Buy |
+3,883
| New | +$243K | ﹤0.01% | 1853 |
|