Wingate Wealth Advisors’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	-1	Closed	-$106	–	133
2024 Q4	$106	Buy	+1	New	+$106	﹤0.01%	472