Steward Partners Investment Advisory’s BOK Financial BOKF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$59.2K Buy
2022
Q4
Sell
2022
Q3
$68K Hold
2022
Q2
$58K Hold
2022
Q1
$72K Hold
2021
Q4
$81K Hold
2021
Q3
$69K Hold
2021
Q2
$66K Hold
2021
Q1
$68.3K Buy