Founders Capital Management (Connecticut)’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-34,049
| Closed | -$526K | – | 78 |
|
|
2024
Q1 | $526K | Buy |
34,049
+13,660
| +67% | +$211K | 0.1% | 58 |
|
|
2023
Q4 | $321K | Buy |
20,389
+49
| +0.2% | +$771 | 0.07% | 70 |
|
|
2023
Q3 | $333K | Buy |
20,340
+135
| +0.7% | +$2.21K | 0.08% | 61 |
|
|
2023
Q2 | $380K | Buy |
20,205
+6,850
| +51% | +$129K | 0.08% | 60 |
|
|
2023
Q1 | $316K | Buy |
13,355
+200
| +2% | +$4.73K | 0.08% | 62 |
|
|
2022
Q4 | $349K | Hold |
13,155
| – | – | 0.09% | 60 |
|
|
2022
Q3 | $303K | Hold |
13,155
| – | – | 0.08% | 60 |
|
|
2022
Q2 | $272K | Buy |
13,155
+296
| +2% | +$6.12K | 0.07% | 62 |
|
|
2022
Q1 | $326K | Buy |
12,859
+1,405
| +12% | +$35.6K | 0.07% | 60 |
|
|
2021
Q4 | $329K | Buy |
11,454
+3,930
| +52% | +$113K | 0.07% | 57 |
|
|
2021
Q3 | $292K | Buy |
+7,524
| New | +$292K | 0.07% | 55 |
|