CAPTRUST Financial Advisors
BOC icon

CAPTRUST Financial Advisors’s Boston Omaha BOC Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$640K Buy
+54,772
New +$676K ﹤0.01% 1874
2022
Q3 		– Sell
-431
Closed -$9K – 2313
2022
Q2 		$9K Hold
431
– – ﹤0.01% 3792
2022
Q1 		$11K Buy
431
+121
+39% +$3.3K ﹤0.01% 3736
2021
Q4 		$9K Sell
310
-12
-4% -$392 ﹤0.01% 3764
2021
Q3 		$12K Buy
322
+13
+4% +$429 ﹤0.01% 3487
2021
Q2 		$10K Sell
309
-13
-4% -$378 ﹤0.01% 3534
2021
Q1 		$10K Buy
+322
New +$11.7K ﹤0.01% 3419
2019
Q3 		– Sell
-154
Closed -$4K – 1930
2019
Q2 		$4K Buy
+154
New +$3.8K ﹤0.01% 1684

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VCM
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FAM
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State Street
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