Summit Trail Advisors’s BOK Financial BOKF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Buy
+4,618
New +$451K 0.01% 768
2018
Q1
Sell
-117
Closed -$11K 584
2017
Q4
$11K Buy
+117
New +$11K ﹤0.01% 1187