Vanguard Personalized Indexing Management’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $314K | Buy |
|
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|
2024
Q2 | $258K | Buy |
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|
2024
Q1 | $219K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $259K | Sell |
|
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $340K | Buy |
|