Ownership history in Freestone Grove Partners LP Β· 5 quarters on record
This page tracks every 13F SEC filing in which Freestone Grove Partners LP reported a position in BOK FINL CORP (BOKF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Freestone Grove Partners LP underperformed the S&P 500 by β3.0% annually on this BOKF position. Timing score: 50% (2/4 decisions correct). Average cost basis: $109.72. Maximum drawdown during holding period: β7.3%.
β οΈ Trailed SPY by 3.0% ann. on this position.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $103.63 (2024 Q4) Β· Worst: $117.90 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
π Freestone Grove Partners LP has been actively increasing its BOKF allocation β a bullish signal from insiders.
Currently 0.42% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size