Rockefeller Capital Management’s Boston Omaha BOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,083
| Closed | -$28K | – | 2210 |
|
2022
Q4 | $28K | Hold |
1,083
| – | – | ﹤0.01% | 2658 |
|
2022
Q3 | $24K | Buy |
1,083
+110
| +11% | +$2.44K | ﹤0.01% | 2687 |
|
2022
Q2 | $20K | Hold |
973
| – | – | ﹤0.01% | 2744 |
|
2022
Q1 | $24K | Hold |
973
| – | – | ﹤0.01% | 2633 |
|
2021
Q4 | $27K | Buy |
973
+44
| +5% | +$1.22K | ﹤0.01% | 2491 |
|
2021
Q3 | $36K | Hold |
929
| – | – | ﹤0.01% | 2292 |
|
2021
Q2 | $29K | Hold |
929
| – | – | ﹤0.01% | 2307 |
|
2021
Q1 | $27K | Buy |
929
+36
| +4% | +$1.05K | ﹤0.01% | 2145 |
|
2020
Q4 | $24K | Buy |
+893
| New | +$24K | ﹤0.01% | 1927 |
|