Concorde Asset Management’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,037
| Closed | -$576K | – | 156 |
|
|
2021
Q4 | $576K | Buy |
20,037
+648
| +3% | +$18.6K | 0.34% | 93 |
|
|
2021
Q3 | $752K | Buy |
+19,389
| New | +$752K | 0.43% | 83 |
|
|
2021
Q1 | – | Sell |
-8,574
| Closed | -$237K | – | 214 |
|
|
2020
Q4 | $237K | Sell |
8,574
-47,265
| -85% | -$1.31M | 0.13% | 129 |
|
|
2020
Q3 | $893K | Buy |
+55,839
| New | +$893K | 0.51% | 57 |
|