Aldebaran Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-980
| Closed | -$208K | – | 68 |
|
|
2023
Q1 | $208K | Sell |
980
-205
| -17% | -$42.6K | 0.27% | 70 |
|
|
2022
Q4 | $226K | Buy |
+1,185
| New | +$194K | 0.24% | 75 |
|
|
2022
Q2 | – | Sell |
-1,505
| Closed | -$288K | – | 80 |
|
|
2022
Q1 | $288K | Sell |
1,505
-80
| -5% | -$16.1K | 0.22% | 75 |
|
|
2021
Q4 | $319K | Hold |
1,585
| – | – | 0.24% | 68 |
|
|
2021
Q3 | $349K | Hold |
1,585
| – | – | 0.28% | 60 |
|
|
2021
Q2 | $381K | Sell |
1,585
-325
| -17% | -$78.6K | 0.31% | 60 |
|
|
2021
Q1 | $487K | Buy |
1,910
+50
| +3% | +$11.1K | 0.43% | 51 |
|
|
2020
Q4 | $398K | Buy |
1,860
+75
| +4% | +$14.4K | 0.37% | 55 |
|
|
2020
Q3 | $295K | Sell |
1,785
-106
| -6% | -$18.1K | 0.31% | 62 |
|
|
2020
Q2 | $347K | Buy |
1,891
+350
| +23% | +$53.8K | 0.41% | 59 |
|
|
2020
Q1 | $230K | Sell |
1,541
-341
| -18% | -$93.3K | 0.22% | 79 |
|
|
2019
Q4 | $613K | Sell |
1,882
-250
| -12% | -$88.5K | 0.47% | 67 |
|
|
2019
Q3 | $799K | Buy |
2,132
+84
| +4% | +$30K | 0.53% | 64 |
|
|
2019
Q2 | $745K | Sell |
2,048
-1,500
| -42% | -$547K | 0.51% | 63 |
|
|
2019
Q1 | $1.35M | Sell |
3,548
-100
| -3% | -$38.5K | 0.95% | 40 |
|
|
2018
Q4 | $1.18M | Buy |
3,648
+250
| +7% | +$86.4K | 0.9% | 40 |
|
|
2018
Q3 | $1.26M | Buy |
3,398
+1,300
| +62% | +$457K | 0.82% | 45 |
|
|
2018
Q2 | $704K | Sell |
2,098
-25
| -1% | -$8.6K | 0.48% | 65 |
|
|
2018
Q1 | $696K | Sell |
2,123
-80
| -4% | -$27K | 0.47% | 64 |
|
|
2017
Q4 | $650K | Hold |
2,203
| – | – | 0.43% | 63 |
|
|
2017
Q3 | $560K | Hold |
2,203
| – | – | 0.39% | 67 |
|
|
2017
Q2 | $436K | Sell |
2,203
-72
| -3% | -$13.4K | 0.32% | 74 |
|
|
2017
Q1 | $402K | Hold |
2,275
| – | – | 0.31% | 75 |
|
|
2016
Q4 | $354K | Sell |
2,275
-150
| -6% | -$21.9K | 0.28% | 78 |
|
|
2016
Q3 | $319K | Sell |
2,425
-150
| -6% | -$19.8K | 0.25% | 80 |
|
|
2016
Q2 | $335K | Hold |
2,575
| – | – | 0.27% | 78 |
|
|
2016
Q1 | $327K | Buy |
2,575
+250
| +11% | +$31K | 0.29% | 76 |
|
|
2015
Q4 | $328K | Sell |
2,325
-700
| -23% | -$101K | 0.3% | 73 |
|
|
2015
Q3 | $398K | Hold |
3,025
| – | – | 0.38% | 72 |
|
|
2015
Q2 | $420K | Buy |
3,025
+300
| +11% | +$43.8K | 0.35% | 73 |
|
|
2015
Q1 | $409K | Buy |
2,725
+250
| +10% | +$36.4K | 0.35% | 76 |
|
|
2014
Q4 | $322K | Buy |
2,475
+550
| +29% | +$69.7K | 0.28% | 90 |
|
|
2014
Q3 | $245K | Buy |
1,925
+25
| +1% | +$3.15K | 0.22% | 95 |
|
|
2014
Q2 | $242K | Buy |
+1,900
| New | +$248K | 0.19% | 106 |
|
Other funds holding BA
Aldebaran Financial's BA Position: Q2 2023 in Review
Aldebaran Financial sold out of Boeing (BA) in Q2 2023, closing a stake of 980 shares — an estimated $208K sold.
Aldebaran Financial first reported a position in BA in Q2 2014 and held it in 34 quarters. The position peaked at $1.35M in Q1 2019. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.
- Aldebaran Financial reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
- Aldebaran Financial sold 980 Boeing shares in Q2 2023, an estimated $208K.
- Aldebaran Financial first reported a position in Boeing in Q2 2014 and held it in 34 quarters.
- Aldebaran Financial's Boeing position peaked at $1.35M in Q1 2019.
- 2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.
Based on Aldebaran Financial's 13F filing for Q2 2023, filed 25 Jul 2023.