Wealthspire Advisors (Maryland)’s BOK Financial BOKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-28
| Closed | -$2K | – | 671 |
|
|
2019
Q1 | $2K | Sell |
28
-16
| -36% | -$1.14K | ﹤0.01% | 2125 |
|
|
2018
Q4 | $3K | Sell |
44
-49
| -53% | -$3.34K | ﹤0.01% | 1913 |
|
|
2018
Q3 | $9K | Buy |
93
+68
| +272% | +$6.58K | ﹤0.01% | 1546 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 2121 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 2140 |
|
|
2017
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 2095 |
|
|
2017
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1960 |
|
|
2017
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1965 |
|
|
2017
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1675 |
|
|
2016
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1537 |
|
|
2016
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1533 |
|
|
2016
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1492 |
|
|
2016
Q1 | $1K | Sell |
25
-280
| -92% | -$11.2K | ﹤0.01% | 1625 |
|
|
2015
Q4 | $18K | Buy |
+305
| New | +$18K | ﹤0.01% | 998 |
|