United Capital Financial Advisors’s BOK Financial BOKF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$451K	Buy	+3,519	New	+$452K	﹤0.01%	1120
2022 Q4	–	Sell	-2,433	Closed	-$216K	–	1048
2022 Q3	$216K	Buy	+2,433	New	+$211K	﹤0.01%	996
2022 Q2	–	Sell	-2,413	Closed	-$227K	–	1130
2022 Q1	$227K	Sell	2,413 -38	-2%	-$3.92K	﹤0.01%	1080
2021 Q4	$259K	Sell	2,451 -31	-1%	-$3.18K	﹤0.01%	1079
2021 Q3	$222K	Sell	2,482 -145	-6%	-$12.4K	﹤0.01%	1105
2021 Q2	$227K	Hold	2,627	–	–	﹤0.01%	1121
2021 Q1	$235K	Buy	+2,627	New	+$223K	﹤0.01%	1064
2020 Q1	–	Sell	-2,638	Closed	-$231K	–	1212
2019 Q4	$231K	Sell	2,638 -4	-0.2%	-$326	﹤0.01%	1243
2019 Q3	$209K	Sell	2,642 -339	-11%	-$26.6K	﹤0.01%	1179
2019 Q2	$225K	Sell	2,981 -10	-0.3%	-$811	﹤0.01%	1333
2019 Q1	$244K	Sell	2,991 -16	-0.5%	-$1.34K	﹤0.01%	1206
2018 Q4	$221K	Buy	+3,007	New	+$255K	﹤0.01%	1167
2016 Q3	–	Sell	-41,493	Closed	-$2.61M	–	1264
2016 Q2	$2.61M	Sell	41,493 -30,010	-42%	-$1.78M	0.03%	501
2016 Q1	$3.9M	Sell	71,503 -1,276	-2%	-$66.6K	0.04%	386
2015 Q4	$4.35M	Sell	72,779 -18,971	-21%	-$1.24M	0.05%	360
2015 Q3	$5.94M	Sell	91,750 -5,496	-6%	-$357K	0.07%	283
2015 Q2	$6.77M	Sell	97,246 -3,263	-3%	-$214K	0.08%	287
2015 Q1	$6.55M	Buy	100,509 +4,067	+4%	+$237K	0.08%	292
2014 Q4	$5.79M	Buy	96,442 +13,315	+16%	+$860K	0.09%	237
2014 Q3	$5.53M	Sell	83,127 -1,515	-2%	-$101K	0.1%	237
2014 Q2	$5.64M	Buy	84,642 +36,229	+75%	+$2.37M	0.1%	217
2014 Q1	$3.34M	Buy	+48,413	New	+$3.17M	0.07%	272