Affiance Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $241K | Hold |
1,114
| – | – | 0.03% | 102 |
|
|
2026
Q1 | $222K | Hold |
1,114
| – | – | 0.04% | 102 |
|
|
2025
Q4 | $242K | Sell |
1,114
-115
| -9% | -$23.7K | 0.04% | 97 |
|
|
2025
Q3 | $265K | Hold |
1,229
| – | – | 0.05% | 91 |
|
|
2025
Q2 | $258K | Hold |
1,229
| – | – | 0.05% | 93 |
|
|
2025
Q1 | $210K | Sell |
1,229
-465
| -27% | -$80.5K | 0.05% | 100 |
|
|
2024
Q4 | $300K | Buy |
+1,694
| New | +$266K | 0.07% | 86 |
|
|
2024
Q3 | – | Sell |
-1,307
| Closed | -$238K | – | 102 |
|
|
2024
Q2 | $238K | Hold |
1,307
| – | – | 0.06% | 89 |
|
|
2024
Q1 | $252K | Hold |
1,307
| – | – | 0.07% | 87 |
|
|
2023
Q4 | $341K | Hold |
1,307
| – | – | 0.1% | 80 |
|
|
2023
Q3 | $251K | Sell |
1,307
-25
| -2% | -$5.47K | 0.13% | 88 |
|
|
2023
Q2 | $281K | Hold |
1,332
| – | – | 0.14% | 90 |
|
|
2023
Q1 | $283K | Buy |
1,332
+63
| +5% | +$13.1K | 0.15% | 85 |
|
|
2022
Q4 | $242K | Buy |
+1,269
| New | +$208K | 0.1% | 92 |
|
|
2022
Q2 | – | Sell |
-1,931
| Closed | -$370K | – | 125 |
|
|
2022
Q1 | $370K | Sell |
1,931
-7
| -0.4% | -$1.41K | 0.18% | 72 |
|
|
2021
Q4 | $390K | Hold |
1,938
| – | – | 0.16% | 82 |
|
|
2021
Q3 | $426K | Sell |
1,938
-125
| -6% | -$27.9K | 0.19% | 78 |
|
|
2021
Q2 | $494K | Hold |
2,063
| – | – | 0.21% | 70 |
|
|
2021
Q1 | $525K | Sell |
2,063
-5
| -0.2% | -$1.11K | 0.23% | 63 |
|
|
2020
Q4 | $443K | Sell |
2,068
-50
| -2% | -$9.61K | 0.23% | 69 |
|
|
2020
Q3 | $350K | Buy |
2,118
+50
| +2% | +$8.52K | 0.2% | 68 |
|
|
2020
Q2 | $379K | Buy |
2,068
+223
| +12% | +$34.3K | 0.21% | 65 |
|
|
2020
Q1 | $275K | Buy |
1,845
+409
| +28% | +$112K | 0.19% | 67 |
|
|
2019
Q4 | $468K | Buy |
1,436
+175
| +14% | +$62K | 0.26% | 55 |
|
|
2019
Q3 | $480K | Sell |
1,261
-17
| -1% | -$6.08K | 0.29% | 53 |
|
|
2019
Q2 | $465K | Hold |
1,278
| – | – | 0.28% | 55 |
|
|
2019
Q1 | $487K | Hold |
1,278
| – | – | 0.31% | 53 |
|
|
2018
Q4 | $412K | Buy |
1,278
+7
| +0.6% | +$2.42K | 0.27% | 59 |
|
|
2018
Q3 | $473K | Hold |
1,271
| – | – | 0.31% | 53 |
|
|
2018
Q2 | $426K | Hold |
1,271
| – | – | 0.33% | 53 |
|
|
2018
Q1 | $417K | Buy |
+1,271
| New | +$429K | 0.37% | 48 |
|
Other funds holding BA
CNB
CAM
AIP
P
AHB
DC
FSA
CWM
STAS
JC