United Capital Financial Advisors’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 |
-2,433
| Closed | -$216K | – | 1048 |
|
|
2022
Q3 | $216K | Buy |
+2,433
| New | +$216K | ﹤0.01% | 996 |
|
|
2022
Q2 | – | Sell |
-2,413
| Closed | -$227K | – | 1129 |
|
|
2022
Q1 | $227K | Sell |
2,413
-38
| -2% | -$3.58K | ﹤0.01% | 1074 |
|
|
2021
Q4 | $259K | Sell |
2,451
-31
| -1% | -$3.28K | ﹤0.01% | 1075 |
|
|
2021
Q3 | $222K | Sell |
2,482
-145
| -6% | -$13K | ﹤0.01% | 1100 |
|
|
2021
Q2 | $227K | Hold |
2,627
| – | – | ﹤0.01% | 1114 |
|
|
2021
Q1 | $235K | Buy |
+2,627
| New | +$235K | ﹤0.01% | 1062 |
|
|
2020
Q1 | – | Sell |
-2,638
| Closed | -$231K | – | 1204 |
|
|
2019
Q4 | $231K | Sell |
2,638
-4
| -0.2% | -$350 | ﹤0.01% | 1227 |
|
|
2019
Q3 | $209K | Sell |
2,642
-339
| -11% | -$26.8K | ﹤0.01% | 1166 |
|
|
2019
Q2 | $225K | Sell |
2,981
-10
| -0.3% | -$755 | ﹤0.01% | 1312 |
|
|
2019
Q1 | $244K | Sell |
2,991
-16
| -0.5% | -$1.31K | ﹤0.01% | 1186 |
|
|
2018
Q4 | $221K | Buy |
+3,007
| New | +$221K | ﹤0.01% | 1167 |
|
|
2016
Q3 | – | Sell |
-41,493
| Closed | -$2.61M | – | 1264 |
|
|
2016
Q2 | $2.61M | Sell |
41,493
-30,010
| -42% | -$1.89M | 0.03% | 501 |
|
|
2016
Q1 | $3.91M | Sell |
71,503
-1,276
| -2% | -$69.7K | 0.04% | 386 |
|
|
2015
Q4 | $4.35M | Sell |
72,779
-18,971
| -21% | -$1.13M | 0.05% | 360 |
|
|
2015
Q3 | $5.94M | Sell |
91,750
-5,496
| -6% | -$356K | 0.07% | 283 |
|
|
2015
Q2 | $6.77M | Sell |
97,246
-3,263
| -3% | -$227K | 0.08% | 287 |
|
|
2015
Q1 | $6.55M | Buy |
100,509
+4,067
| +4% | +$265K | 0.08% | 292 |
|
|
2014
Q4 | $5.79M | Buy |
96,442
+13,315
| +16% | +$799K | 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% | +$2.41M | 0.1% | 217 |
|
|
2014
Q1 | $3.34M | Buy |
+48,413
| New | +$3.34M | 0.07% | 272 |
|