Allworth Financial’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
+1,000
| New | +$14K | ﹤0.01% | 2722 |
|
|
2025
Q1 | – | Sell |
-307
| Closed | -$4.45K | – | 4063 |
|
|
2024
Q4 | $4.45K | Sell |
307
-216
| -41% | -$3.13K | ﹤0.01% | 2816 |
|
|
2024
Q3 | $7.78K | Buy |
523
+405
| +343% | +$6.02K | ﹤0.01% | 2376 |
|
|
2024
Q2 | $1.61K | Hold |
118
| – | – | ﹤0.01% | 3016 |
|
|
2024
Q1 | $1.83K | Sell |
118
-100
| -46% | -$1.55K | ﹤0.01% | 2842 |
|
|
2023
Q4 | $3.43K | Hold |
218
| – | – | ﹤0.01% | 2440 |
|
|
2023
Q3 | $3.57K | Buy |
218
+118
| +118% | +$1.94K | ﹤0.01% | 2277 |
|
|
2023
Q2 | $1.88K | Buy |
100
+69
| +223% | +$1.3K | ﹤0.01% | 2511 |
|
|
2023
Q1 | $734 | Hold |
31
| – | – | ﹤0.01% | 2766 |
|
|
2022
Q4 | $822 | Sell |
31
-23
| -43% | -$610 | ﹤0.01% | 2529 |
|
|
2022
Q3 | $1K | Buy |
54
+21
| +64% | +$389 | ﹤0.01% | 2320 |
|
|
2022
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 2098 |
|