UBS AM’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 | $11.2M | Buy |
114,527
+24,356
| +27% | +$2.38M | ﹤0.01% | 1304 |
|
|
2025
Q1 | $9.39M | Buy |
90,171
+11,057
| +14% | +$1.15M | ﹤0.01% | 1257 |
|
|
2024
Q4 | $8.42M | Sell |
79,114
-3,495
| -4% | -$372K | ﹤0.01% | 1331 |
|
|
2024
Q3 | $8.64M | Buy |
82,609
+564
| +0.7% | +$59K | ﹤0.01% | 1302 |
|
|
2024
Q2 | $7.52M | Buy |
82,045
+26,714
| +48% | +$2.45M | ﹤0.01% | 1265 |
|
|
2024
Q1 | $5.09M | Hold |
55,331
| – | – | ﹤0.01% | 1242 |
|
|
2023
Q4 | $4.74M | Buy |
55,331
+3,802
| +7% | +$326K | ﹤0.01% | 1266 |
|
|
2023
Q3 | $4.12M | Buy |
51,529
+4,931
| +11% | +$394K | ﹤0.01% | 1297 |
|
|
2023
Q2 | $3.93M | Hold |
46,598
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q1 | $3.93M | Buy |
46,598
+1,012
| +2% | +$85.4K | ﹤0.01% | 1343 |
|
|
2022
Q4 | $4.73M | Buy |
45,586
+285
| +0.6% | +$29.6K | ﹤0.01% | 1191 |
|
|
2022
Q3 | $4.03M | Sell |
45,301
-3,703
| -8% | -$329K | ﹤0.01% | 1275 |
|
|
2022
Q2 | $3.7M | Sell |
49,004
-991
| -2% | -$74.9K | ﹤0.01% | 1327 |
|
|
2022
Q1 | $4.7M | Sell |
49,995
-565
| -1% | -$53.1K | ﹤0.01% | 1382 |
|
|
2021
Q4 | $5.33M | Sell |
50,560
-687
| -1% | -$72.5K | ﹤0.01% | 1383 |
|
|
2021
Q3 | $4.59M | Sell |
51,247
-3,188
| -6% | -$285K | ﹤0.01% | 1385 |
|
|
2021
Q2 | $4.71M | Buy |
54,435
+6,348
| +13% | +$550K | ﹤0.01% | 1400 |
|
|
2021
Q1 | $4.3M | Sell |
48,087
-584
| -1% | -$52.2K | ﹤0.01% | 1408 |
|
|
2020
Q4 | $3.33M | Buy |
48,671
+1,894
| +4% | +$130K | ﹤0.01% | 1466 |
|
|
2020
Q3 | $2.41M | Buy |
46,777
+1,891
| +4% | +$97.4K | ﹤0.01% | 1478 |
|
|
2020
Q2 | $2.53M | Buy |
44,886
+1,397
| +3% | +$78.8K | ﹤0.01% | 1426 |
|
|
2020
Q1 | $1.85M | Buy |
43,489
+1,362
| +3% | +$58K | ﹤0.01% | 1442 |
|
|
2019
Q4 | $3.68M | Buy |
42,127
+1,725
| +4% | +$151K | ﹤0.01% | 1327 |
|
|
2019
Q3 | $3.2M | Buy |
40,402
+4,281
| +12% | +$339K | ﹤0.01% | 1400 |
|
|
2019
Q2 | $2.73M | Buy |
36,121
+4,803
| +15% | +$363K | ﹤0.01% | 1435 |
|
|
2019
Q1 | $2.55M | Buy |
31,318
+9,698
| +45% | +$791K | ﹤0.01% | 1404 |
|
|
2018
Q4 | $1.59M | Buy |
21,620
+2,453
| +13% | +$180K | ﹤0.01% | 1535 |
|
|
2018
Q3 | $1.86M | Buy |
19,167
+2,100
| +12% | +$204K | ﹤0.01% | 1525 |
|
|
2018
Q2 | $1.6M | Buy |
17,067
+1,700
| +11% | +$160K | ﹤0.01% | 1604 |
|
|
2018
Q1 | $1.52M | Hold |
15,367
| – | – | ﹤0.01% | 1591 |
|
|
2017
Q4 | $1.42M | Buy |
15,367
+603
| +4% | +$55.7K | ﹤0.01% | 1587 |
|
|
2017
Q3 | $1.32M | Buy |
14,764
+81
| +0.6% | +$7.22K | ﹤0.01% | 1586 |
|
|
2017
Q2 | $1.24M | Buy |
14,683
+5,959
| +68% | +$501K | ﹤0.01% | 1563 |
|
|
2017
Q1 | $683K | Buy |
8,724
+1,000
| +13% | +$78.3K | ﹤0.01% | 1769 |
|
|
2016
Q4 | $641K | Sell |
7,724
-8,300
| -52% | -$689K | ﹤0.01% | 1743 |
|
|
2016
Q3 | $1.11M | Hold |
16,024
| – | – | ﹤0.01% | 1650 |
|
|
2016
Q2 | $1.01M | Sell |
16,024
-600
| -4% | -$37.6K | ﹤0.01% | 1646 |
|
|
2016
Q1 | $908K | Sell |
16,624
-2,785
| -14% | -$152K | ﹤0.01% | 1673 |
|
|
2015
Q4 | $1.16M | Buy |
19,409
+500
| +3% | +$29.9K | ﹤0.01% | 1677 |
|
|
2015
Q3 | $1.22M | Buy |
18,909
+1,700
| +10% | +$110K | ﹤0.01% | 1641 |
|
|
2015
Q2 | $1.2M | Buy |
17,209
+1,500
| +10% | +$104K | ﹤0.01% | 1617 |
|
|
2015
Q1 | $962K | Buy |
15,709
+319
| +2% | +$19.5K | ﹤0.01% | 1646 |
|
|
2014
Q4 | $924K | Buy |
15,390
+500
| +3% | +$30K | ﹤0.01% | 1625 |
|
|
2014
Q3 | $990K | Hold |
14,890
| – | – | ﹤0.01% | 1567 |
|
|
2014
Q2 | $992K | Hold |
14,890
| – | – | ﹤0.01% | 1579 |
|
|
2014
Q1 | $1.03M | Hold |
14,890
| – | – | ﹤0.01% | 1552 |
|
|
2013
Q4 | $988K | Sell |
14,890
-100
| -0.7% | -$6.64K | ﹤0.01% | 1525 |
|
|
2013
Q3 | $950K | Hold |
14,990
| – | – | ﹤0.01% | 1531 |
|
|
2013
Q2 | $960K | Buy |
+14,990
| New | +$960K | ﹤0.01% | 1472 |
|