IFP Advisors’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 | – | Hold |
0
| – | -$306 | – | 3580 |
|
|
2025
Q1 | – | Sell |
-2,713
| Closed | -$39.1K | – | 3559 |
|
|
2024
Q4 | $39.1K | Buy |
2,713
+45
| +2% | +$648 | ﹤0.01% | 1939 |
|
|
2024
Q3 | $39.7K | Sell |
2,668
-2,653
| -50% | -$39.5K | ﹤0.01% | 1833 |
|
|
2024
Q2 | $71.6K | Sell |
5,321
-2,000
| -27% | -$26.9K | ﹤0.01% | 1507 |
|
|
2024
Q1 | $113K | Sell |
7,321
-1,000
| -12% | -$15.5K | 0.01% | 1239 |
|
|
2023
Q4 | $131K | Buy |
8,321
+3,905
| +88% | +$61.4K | 0.01% | 1143 |
|
|
2023
Q3 | $72.4K | Buy |
4,416
+500
| +13% | +$8.2K | ﹤0.01% | 1413 |
|
|
2023
Q2 | $73.7K | Buy |
3,916
+1,500
| +62% | +$28.2K | ﹤0.01% | 1452 |
|
|
2023
Q1 | $60.7K | Hold |
2,416
| – | – | ﹤0.01% | 1480 |
|
|
2022
Q4 | $61K | Hold |
2,416
| – | – | ﹤0.01% | 2093 |
|
|
2022
Q3 | $61K | Hold |
2,416
| – | – | ﹤0.01% | 2216 |
|
|
2022
Q2 | $61K | Hold |
2,416
| – | – | ﹤0.01% | 2007 |
|
|
2022
Q1 | $61K | Hold |
2,416
| – | – | ﹤0.01% | 2007 |
|
|
2021
Q4 | $70K | Buy |
+2,416
| New | +$70K | ﹤0.01% | 1403 |
|