Venturi Wealth Management’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-396
| Closed | -$42.2K | – | 730 |
|
|
2024
Q4 | $42.2K | Buy |
396
+100
| +34% | +$10.6K | ﹤0.01% | 1074 |
|
|
2024
Q3 | $31K | Buy |
296
+5
| +2% | +$523 | ﹤0.01% | 902 |
|
|
2024
Q2 | $26.7K | Buy |
291
+26
| +10% | +$2.38K | ﹤0.01% | 854 |
|
|
2024
Q1 | $24.4K | Buy |
265
+31
| +13% | +$2.85K | ﹤0.01% | 685 |
|
|
2023
Q4 | $20K | Buy |
234
+9
| +4% | +$771 | ﹤0.01% | 705 |
|
|
2023
Q3 | $18K | Hold |
225
| – | – | ﹤0.01% | 654 |
|
|
2023
Q2 | $18.2K | Hold |
225
| – | – | ﹤0.01% | 562 |
|
|
2023
Q1 | $19K | Buy |
+225
| New | +$19K | ﹤0.01% | 606 |
|