EverSource Wealth Advisors’s Boston Omaha BOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
+929
| New | +$13K | ﹤0.01% | 2620 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$28 | – | 4043 |
|
|
2024
Q4 | $28 | Sell |
2
-39
| -95% | -$546 | ﹤0.01% | 3687 |
|
|
2024
Q3 | $610 | Sell |
41
-22
| -35% | -$327 | ﹤0.01% | 2826 |
|
|
2024
Q2 | $926 | Buy |
+63
| New | +$926 | ﹤0.01% | 2755 |
|
|
2023
Q4 | – | Sell |
-58
| Closed | -$951 | – | 2649 |
|
|
2023
Q3 | $951 | Buy |
+58
| New | +$951 | ﹤0.01% | 2246 |
|