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 |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $222K | Sell |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $231K | Sell |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $225K | Sell |
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|
2019
Q1 | $244K | Sell |
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|
2018
Q4 | $221K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.61M | Sell |
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|
2016
Q1 | $3.9M | Sell |
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|
2015
Q4 | $4.35M | Sell |
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|
2015
Q3 | $5.94M | Sell |
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|
2015
Q2 | $6.77M | Sell |
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|
2015
Q1 | $6.55M | Buy |
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|
2014
Q4 | $5.79M | Buy |
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|
2014
Q3 | $5.53M | Sell |
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|
2014
Q2 | $5.64M | Buy |
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|
2014
Q1 | $3.34M | Buy |
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