LIG
BOC icon

Lokken Investment Group’s Boston Omaha BOC Stock Holding History

Lokken Investment Group’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-33,598
Closed -$500K – 142
2024
Q3 		$500K Buy
33,598
+3,675
+12% +$51.2K 0.21% 87
2024
Q2 		$403K Hold
29,923
– – 0.19% 91
2024
Q1 		$463K Buy
29,923
+13,500
+82% +$212K 0.23% 88
2023
Q4 		$258K Buy
16,423
+5,000
+44% +$75.9K 0.15% 106
2023
Q3 		$187K Hold
11,423
– – 0.12% 124
2023
Q2 		$215K Buy
+11,423
New +$232K 0.14% 118

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lokken Investment Group's BOC Position: Q4 2024 in Review

Lokken Investment Group sold out of Boston Omaha (BOC) in Q4 2024, closing a stake of 33,598 shares — an estimated $500K sold.

Lokken Investment Group first reported a position in BOC in Q2 2023 and held it in 6 quarters. The position peaked at $500K in Q3 2024. 130 funds tracked by Wall St. Rank hold BOC as of Q4 2024.

  • Lokken Investment Group reported no remaining Boston Omaha position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 33,598 Boston Omaha shares in Q4 2024, an estimated $500K.
  • Lokken Investment Group first reported a position in Boston Omaha in Q2 2023 and held it in 6 quarters.
  • Lokken Investment Group's Boston Omaha position peaked at $500K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.