HighTower Advisors’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,795
| Closed | -$144K | – | 3474 |
|
|
2024
Q2 | $144K | Sell |
10,795
-14
| -0.1% | -$187 | ﹤0.01% | 3093 |
|
|
2024
Q1 | $168K | Sell |
10,809
-647
| -6% | -$10.1K | ﹤0.01% | 3010 |
|
|
2023
Q4 | $180K | Sell |
11,456
-151
| -1% | -$2.37K | ﹤0.01% | 3020 |
|
|
2023
Q3 | $191K | Buy |
11,607
+141
| +1% | +$2.32K | ﹤0.01% | 2917 |
|
|
2023
Q2 | $215K | Buy |
11,466
+595
| +5% | +$11.2K | ﹤0.01% | 2795 |
|
|
2023
Q1 | $256K | Sell |
10,871
-1,469
| -12% | -$34.6K | ﹤0.01% | 2547 |
|
|
2022
Q4 | $328K | Buy |
12,340
+1,283
| +12% | +$34.1K | ﹤0.01% | 2385 |
|
|
2022
Q3 | $254K | Buy |
11,057
+100
| +0.9% | +$2.3K | ﹤0.01% | 2433 |
|
|
2022
Q2 | $226K | Buy |
10,957
+100
| +0.9% | +$2.06K | ﹤0.01% | 2527 |
|
|
2022
Q1 | $276K | Buy |
10,857
+1,452
| +15% | +$36.9K | ﹤0.01% | 2563 |
|
|
2021
Q4 | $269K | Sell |
9,405
-830
| -8% | -$23.7K | ﹤0.01% | 2517 |
|
|
2021
Q3 | $397K | Buy |
10,235
+204
| +2% | +$7.91K | ﹤0.01% | 2212 |
|
|
2021
Q2 | $319K | Buy |
10,031
+435
| +5% | +$13.8K | ﹤0.01% | 2328 |
|
|
2021
Q1 | $284K | Buy |
9,596
+650
| +7% | +$19.2K | ﹤0.01% | 2335 |
|
|
2020
Q4 | $247K | Buy |
+8,946
| New | +$247K | ﹤0.01% | 2033 |
|