Lokken Investment Group’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,598
| Closed | -$500K | – | 142 |
|
|
2024
Q3 | $500K | Buy |
33,598
+3,675
| +12% | +$54.6K | 0.21% | 87 |
|
|
2024
Q2 | $403K | Hold |
29,923
| – | – | 0.19% | 91 |
|
|
2024
Q1 | $463K | Buy |
29,923
+13,500
| +82% | +$209K | 0.23% | 88 |
|
|
2023
Q4 | $258K | Buy |
16,423
+5,000
| +44% | +$78.7K | 0.15% | 106 |
|
|
2023
Q3 | $187K | Hold |
11,423
| – | – | 0.12% | 124 |
|
|
2023
Q2 | $215K | Buy |
+11,423
| New | +$215K | 0.14% | 118 |
|