Creative Planning’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 | – | Sell |
-11,806
| Closed | -$172K | – | 3608 |
|
|
2025
Q1 | $172K | Buy |
11,806
+11,588
| +5,316% | +$169K | ﹤0.01% | 3116 |
|
|
2024
Q4 | $3.09K | Buy |
+218
| New | +$3.09K | ﹤0.01% | 3415 |
|
|
2024
Q2 | – | Sell |
-16,485
| Closed | -$255K | – | 3010 |
|
|
2024
Q1 | $255K | Buy |
+16,485
| New | +$255K | ﹤0.01% | 2371 |
|
|
2023
Q4 | – | Sell |
-10,068
| Closed | -$165K | – | 2754 |
|
|
2023
Q3 | $165K | Buy |
+10,068
| New | +$165K | ﹤0.01% | 2286 |
|