Steward Partners Investment Advisory’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-765
| Closed | -$68K | – | 3371 |
|
|
2022
Q3 | $68K | Hold |
765
| – | – | ﹤0.01% | 1646 |
|
|
2022
Q2 | $58K | Hold |
765
| – | – | ﹤0.01% | 1728 |
|
|
2022
Q1 | $72K | Hold |
765
| – | – | ﹤0.01% | 1733 |
|
|
2021
Q4 | $81K | Hold |
765
| – | – | ﹤0.01% | 1678 |
|
|
2021
Q3 | $69K | Hold |
765
| – | – | ﹤0.01% | 1720 |
|
|
2021
Q2 | $66K | Hold |
765
| – | – | ﹤0.01% | 2804 |
|
|
2021
Q1 | $68.3K | Buy |
+765
| New | +$68.3K | ﹤0.01% | 1829 |
|