Aldebaran Financial’s Boeing BA Stock Holding History

Aldebaran Financial’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-980	Closed	-$208K	–	68
2023 Q1	$208K	Sell	980 -205	-17%	-$43.5K	0.27%	70
2022 Q4	$226K	Buy	+1,185	New	+$226K	0.24%	75
2022 Q2	–	Sell	-1,505	Closed	-$288K	–	80
2022 Q1	$288K	Sell	1,505 -80	-5%	-$15.3K	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%	-$78.1K	0.31%	60
2021 Q1	$487K	Buy	1,910 +50	+3%	+$12.7K	0.43%	51
2020 Q4	$398K	Buy	1,860 +75	+4%	+$16K	0.37%	55
2020 Q3	$295K	Sell	1,785 -106	-6%	-$17.5K	0.31%	62
2020 Q2	$347K	Buy	1,891 +350	+23%	+$64.2K	0.41%	59
2020 Q1	$230K	Sell	1,541 -341	-18%	-$50.9K	0.22%	79
2019 Q4	$613K	Sell	1,882 -250	-12%	-$81.4K	0.47%	67
2019 Q3	$799K	Buy	2,132 +84	+4%	+$31.5K	0.53%	64
2019 Q2	$745K	Sell	2,048 -1,500	-42%	-$546K	0.51%	63
2019 Q1	$1.35M	Sell	3,548 -100	-3%	-$38.1K	0.95%	40
2018 Q4	$1.18M	Buy	3,648 +250	+7%	+$80.6K	0.9%	40
2018 Q3	$1.26M	Buy	3,398 +1,300	+62%	+$484K	0.82%	45
2018 Q2	$704K	Sell	2,098 -25	-1%	-$8.39K	0.48%	65
2018 Q1	$696K	Sell	2,123 -80	-4%	-$26.2K	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%	-$14.3K	0.32%	74
2017 Q1	$402K	Hold	2,275	–	–	0.31%	75
2016 Q4	$354K	Sell	2,275 -150	-6%	-$23.3K	0.28%	78
2016 Q3	$319K	Sell	2,425 -150	-6%	-$19.7K	0.25%	80
2016 Q2	$335K	Hold	2,575	–	–	0.27%	78
2016 Q1	$327K	Buy	2,575 +250	+11%	+$31.7K	0.29%	76
2015 Q4	$328K	Sell	2,325 -700	-23%	-$98.8K	0.3%	73
2015 Q3	$398K	Hold	3,025	–	–	0.38%	72
2015 Q2	$420K	Buy	3,025 +300	+11%	+$41.7K	0.35%	73
2015 Q1	$409K	Buy	2,725 +250	+10%	+$37.5K	0.35%	76
2014 Q4	$322K	Buy	2,475 +550	+29%	+$71.6K	0.28%	90
2014 Q3	$245K	Buy	1,925 +25	+1%	+$3.18K	0.22%	95
2014 Q2	$242K	Buy	+1,900	New	+$242K	0.19%	106