SMP
Santa Monica Partners’s Boston Omaha BOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-130,155
| Closed | -$1.85M | – | 14 |
|
2024
Q4 | $1.85M | Sell |
130,155
-4,000
| -3% | -$56.7K | 1% | 10 |
|
2024
Q3 | $1.94M | Hold |
134,155
| – | – | 1.14% | 10 |
|
2024
Q2 | $1.81M | Hold |
134,155
| – | – | 1.21% | 10 |
|
2024
Q1 | $2.07M | Hold |
134,155
| – | – | 1.43% | 9 |
|
2023
Q4 | $2.11M | Hold |
134,155
| – | – | 1.56% | 9 |
|
2023
Q3 | $2.2M | Hold |
134,155
| – | – | 1.7% | 8 |
|
2023
Q2 | $2.53M | Hold |
134,155
| – | – | 2.05% | 8 |
|
2023
Q1 | $3.18M | Hold |
134,155
| – | – | 2.58% | 7 |
|
2022
Q4 | $3.56M | Hold |
134,155
| – | – | 2.57% | 6 |
|
2022
Q3 | $3.09M | Hold |
134,155
| – | – | 2.32% | 6 |
|
2022
Q2 | $2.77M | Hold |
134,155
| – | – | 2.07% | 6 |
|
2022
Q1 | $3.4M | Hold |
134,155
| – | – | 2.39% | 6 |
|
2021
Q4 | $3.85M | Hold |
134,155
| – | – | 2.46% | 6 |
|
2021
Q3 | $5.2M | Sell |
134,155
-112,900
| -46% | -$4.38M | 3.37% | 6 |
|
2021
Q2 | $7.83M | Hold |
247,055
| – | – | 4.89% | 4 |
|
2021
Q1 | $7.3M | Sell |
247,055
-20,000
| -7% | -$591K | 4.7% | 4 |
|
2020
Q4 | $7.38M | Hold |
267,055
| – | – | 5.46% | 4 |
|
2020
Q3 | $4.27M | Hold |
267,055
| – | – | 3.82% | 5 |
|
2020
Q2 | $4.27M | Hold |
267,055
| – | – | 2.96% | 6 |
|
2020
Q1 | $4.84M | Hold |
267,055
| – | – | 5.02% | 4 |
|
2019
Q4 | $5.62M | Hold |
267,055
| – | – | 4.69% | 4 |
|
2019
Q3 | $5.3M | Hold |
267,055
| – | – | 4.57% | 4 |
|
2019
Q2 | $6.18M | Hold |
267,055
| – | – | 5.19% | 4 |
|
2019
Q1 | $6.66M | Hold |
267,055
| – | – | 6.01% | 4 |
|
2018
Q4 | $6.25M | Hold |
267,055
| – | – | 6.82% | 4 |
|
2018
Q3 | $7.99M | Hold |
267,055
| – | – | 6.5% | 4 |
|
2018
Q2 | $5.63M | Hold |
267,055
| – | – | 5.28% | 4 |
|
2018
Q1 | $5.84M | Sell |
267,055
-40,637
| -13% | -$888K | 6.31% | 4 |
|
2017
Q4 | $9.97M | Buy |
+307,692
| New | +$9.97M | 9% | 3 |
|