Commonwealth Equity Services’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,428
| Closed | -$348K | – | 4106 |
|
|
2024
Q3 | $348K | Buy |
23,428
+1,979
| +9% | +$29.4K | ﹤0.01% | 3216 |
|
|
2024
Q2 | $289K | Buy |
21,449
+925
| +5% | +$12.5K | ﹤0.01% | 3325 |
|
|
2024
Q1 | $317K | Sell |
20,524
-1,023
| -5% | -$15.8K | ﹤0.01% | 3222 |
|
|
2023
Q4 | $339K | Buy |
21,547
+30
| +0.1% | +$472 | ﹤0.01% | 3069 |
|
|
2023
Q3 | $353K | Sell |
21,517
-4,420
| -17% | -$72.5K | ﹤0.01% | 2887 |
|
|
2023
Q2 | $488K | Buy |
25,937
+581
| +2% | +$10.9K | ﹤0.01% | 2644 |
|
|
2023
Q1 | $600 | Buy |
25,356
+1,279
| +5% | +$30 | ﹤0.01% | 2391 |
|
|
2022
Q4 | $638K | Buy |
24,077
+3,425
| +17% | +$90.8K | ﹤0.01% | 2274 |
|
|
2022
Q3 | $475K | Sell |
20,652
-106
| -0.5% | -$2.44K | ﹤0.01% | 2447 |
|
|
2022
Q2 | $428K | Buy |
20,758
+3,604
| +21% | +$74.3K | ﹤0.01% | 2528 |
|
|
2022
Q1 | $435K | Buy |
17,154
+10,093
| +143% | +$256K | ﹤0.01% | 2631 |
|
|
2021
Q4 | $202K | Buy |
+7,061
| New | +$202K | ﹤0.01% | 3298 |
|