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SageView Advisory Group’s BOK Financial BOKF Stock Holding History

SageView Advisory Group’s Portfolio BOKF Stock Details BOKF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$206K Buy
1,966
+15
+0.8% +$1.57K 0.01% 598
2025
Q1 		$203K Buy
1,951
+39
+2% +$4.06K 0.01% 581
2024
Q4 		$204K Hold
1,912
– – 0.01% 572
2024
Q3 		$200K Buy
+1,912
New +$200K 0.01% 497