VisionPoint Advisory Group’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-447
| Closed | -$41K | – | 306 |
|
|
2024
Q2 | $41K | Buy |
447
+31
| +7% | +$2.84K | 0.01% | 297 |
|
|
2024
Q1 | $38.3K | Sell |
416
-28
| -6% | -$2.58K | 0.01% | 301 |
|
|
2023
Q4 | $38K | Buy |
444
+64
| +17% | +$5.48K | 0.01% | 284 |
|
|
2023
Q3 | $30.4K | Buy |
380
+192
| +102% | +$15.4K | 0.01% | 301 |
|
|
2023
Q2 | $15.2K | Buy |
+188
| New | +$15.2K | 0.01% | 336 |
|