Schubert & Co’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42
| Closed | -$3.55K | – | 237 |
|
|
2023
Q1 | $3.55K | Sell |
42
-8
| -16% | -$675 | ﹤0.01% | 622 |
|
|
2022
Q4 | $5.19K | Hold |
50
| – | – | ﹤0.01% | 419 |
|
|
2022
Q3 | $4K | Buy |
50
+21
| +72% | +$1.68K | ﹤0.01% | 464 |
|
|
2022
Q2 | $2K | Buy |
29
+17
| +142% | +$1.17K | ﹤0.01% | 715 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 597 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 543 |
|