Charles Schwab’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 | $882K | Sell |
62,816
-4,980
| -7% | -$69.9K | ﹤0.01% | 2936 |
|
|
2025
Q1 | $988K | Buy |
67,796
+11
| +0% | +$160 | ﹤0.01% | 2851 |
|
|
2024
Q4 | $961K | Hold |
67,785
| – | – | ﹤0.01% | 2927 |
|
|
2024
Q3 | $1.01M | Sell |
67,785
-110
| -0.2% | -$1.64K | ﹤0.01% | 2914 |
|
|
2024
Q2 | $914K | Buy |
67,895
+6,011
| +10% | +$80.9K | ﹤0.01% | 2969 |
|
|
2024
Q1 | $957K | Sell |
61,884
-1
| -0% | -$15 | ﹤0.01% | 2810 |
|
|
2023
Q4 | $973K | Sell |
61,885
-112
| -0.2% | -$1.76K | ﹤0.01% | 2844 |
|
|
2023
Q3 | $1.02M | Hold |
61,997
| – | – | ﹤0.01% | 2792 |
|
|
2023
Q2 | $1.17M | Buy |
61,997
+3,973
| +7% | +$74.8K | ﹤0.01% | 2708 |
|
|
2023
Q1 | $1.37M | Buy |
58,024
+860
| +2% | +$20.4K | ﹤0.01% | 2628 |
|
|
2022
Q4 | $1.51M | Buy |
57,164
+844
| +1% | +$22.4K | ﹤0.01% | 2646 |
|
|
2022
Q3 | $1.3M | Buy |
56,320
+3,200
| +6% | +$73.8K | ﹤0.01% | 2711 |
|
|
2022
Q2 | $1.1M | Sell |
53,120
-280
| -0.5% | -$5.78K | ﹤0.01% | 2756 |
|
|
2022
Q1 | $1.36M | Buy |
53,400
+3,053
| +6% | +$77.5K | ﹤0.01% | 2758 |
|
|
2021
Q4 | $1.45M | Buy |
50,347
+6,232
| +14% | +$179K | ﹤0.01% | 2792 |
|
|
2021
Q3 | $1.71M | Buy |
44,115
+975
| +2% | +$37.8K | ﹤0.01% | 2735 |
|
|
2021
Q2 | $1.37M | Buy |
43,140
+8,975
| +26% | +$285K | ﹤0.01% | 2826 |
|
|
2021
Q1 | $1.01M | Buy |
34,165
+931
| +3% | +$27.5K | ﹤0.01% | 2856 |
|
|
2020
Q4 | $919K | Buy |
33,234
+3,517
| +12% | +$97.3K | ﹤0.01% | 2802 |
|
|
2020
Q3 | $476K | Buy |
29,717
+2,706
| +10% | +$43.3K | ﹤0.01% | 2884 |
|
|
2020
Q2 | $433K | Buy |
27,011
+2,375
| +10% | +$38.1K | ﹤0.01% | 2891 |
|
|
2020
Q1 | $447K | Hold |
24,636
| – | – | ﹤0.01% | 2751 |
|
|
2019
Q4 | $519K | Hold |
24,636
| – | – | ﹤0.01% | 2806 |
|
|
2019
Q3 | $489K | Buy |
24,636
+1,184
| +5% | +$23.5K | ﹤0.01% | 2810 |
|
|
2019
Q2 | $543K | Buy |
23,452
+11,452
| +95% | +$265K | ﹤0.01% | 2772 |
|
|
2019
Q1 | $300K | Hold |
12,000
| – | – | ﹤0.01% | 2940 |
|
|
2018
Q4 | $281K | Hold |
12,000
| – | – | ﹤0.01% | 2959 |
|
|
2018
Q3 | $359K | Buy |
+12,000
| New | +$359K | ﹤0.01% | 2954 |
|