Allworth Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17M | Buy |
39,002
+14,930
| +62% | +$3.13M | 0.04% | 228 |
|
|
2025
Q1 | $4.24M | Buy |
24,072
+419
| +2% | +$73.9K | 0.02% | 276 |
|
|
2024
Q4 | $4.13M | Buy |
23,653
+3,288
| +16% | +$575K | 0.02% | 284 |
|
|
2024
Q3 | $3.1M | Sell |
20,365
-284
| -1% | -$43.2K | 0.02% | 266 |
|
|
2024
Q2 | $3.71M | Sell |
20,649
-11,257
| -35% | -$2.02M | 0.02% | 237 |
|
|
2024
Q1 | $6.16M | Buy |
31,906
+1,475
| +5% | +$285K | 0.04% | 169 |
|
|
2023
Q4 | $7.93M | Buy |
30,431
+1,778
| +6% | +$463K | 0.06% | 136 |
|
|
2023
Q3 | $5.49M | Buy |
28,653
+4,319
| +18% | +$828K | 0.05% | 162 |
|
|
2023
Q2 | $5.14M | Buy |
24,334
+3,312
| +16% | +$699K | 0.04% | 168 |
|
|
2023
Q1 | $4.47M | Sell |
21,022
-163
| -0.8% | -$34.6K | 0.04% | 167 |
|
|
2022
Q4 | $4.04M | Sell |
21,185
-886
| -4% | -$169K | 0.04% | 170 |
|
|
2022
Q3 | $2.67M | Sell |
22,071
-124
| -0.6% | -$15K | 0.03% | 199 |
|
|
2022
Q2 | $3.04M | Sell |
22,195
-281
| -1% | -$38.4K | 0.04% | 177 |
|
|
2022
Q1 | $4.3M | Buy |
22,476
+12,336
| +122% | +$2.36M | 0.05% | 150 |
|
|
2021
Q4 | $2.04M | Buy |
10,140
+1,029
| +11% | +$207K | 0.03% | 202 |
|
|
2021
Q3 | $2M | Buy |
9,111
+2,109
| +30% | +$464K | 0.03% | 168 |
|
|
2021
Q2 | $1.68M | Buy |
7,002
+209
| +3% | +$50.1K | 0.03% | 145 |
|
|
2021
Q1 | $1.73M | Buy |
6,793
+2,614
| +63% | +$666K | 0.04% | 122 |
|
|
2020
Q4 | $895K | Buy |
4,179
+125
| +3% | +$26.8K | 0.02% | 126 |
|
|
2020
Q3 | $670K | Sell |
4,054
-631
| -13% | -$104K | 0.02% | 122 |
|
|
2020
Q2 | $859K | Sell |
4,685
-5,245
| -53% | -$962K | 0.03% | 107 |
|
|
2020
Q1 | $1.48M | Buy |
9,930
+6,231
| +168% | +$929K | 0.05% | 84 |
|
|
2019
Q4 | $1.21M | Buy |
3,699
+756
| +26% | +$246K | 0.04% | 65 |
|
|
2019
Q3 | $1.12M | Sell |
2,943
-649
| -18% | -$247K | 0.04% | 62 |
|
|
2019
Q2 | $1.31M | Sell |
3,592
-345
| -9% | -$126K | 0.05% | 58 |
|
|
2019
Q1 | $1.5M | Sell |
3,937
-24
| -0.6% | -$9.15K | 0.07% | 53 |
|
|
2018
Q4 | $1.28M | Buy |
3,961
+58
| +1% | +$18.7K | 0.06% | 54 |
|
|
2018
Q3 | $1.45M | Buy |
3,903
+29
| +0.7% | +$10.8K | 0.07% | 56 |
|
|
2018
Q2 | $1.3M | Sell |
3,874
-263
| -6% | -$88.3K | 0.06% | 59 |
|
|
2018
Q1 | $1.36M | Sell |
4,137
-150
| -3% | -$49.2K | 0.1% | 32 |
|
|
2017
Q4 | $1.26M | Buy |
4,287
+57
| +1% | +$16.8K | 0.1% | 30 |
|
|
2017
Q3 | $1.08M | Buy |
4,230
+89
| +2% | +$22.6K | 0.09% | 33 |
|
|
2017
Q2 | $819K | Buy |
4,141
+250
| +6% | +$49.4K | 0.07% | 38 |
|
|
2017
Q1 | $688K | Hold |
3,891
| – | – | 0.06% | 43 |
|
|
2016
Q4 | $606K | Sell |
3,891
-104
| -3% | -$16.2K | 0.06% | 47 |
|
|
2016
Q3 | $526K | Buy |
3,995
+110
| +3% | +$14.5K | 0.06% | 55 |
|
|
2016
Q2 | $505K | Sell |
3,885
-100
| -3% | -$13K | 0.06% | 55 |
|
|
2016
Q1 | $506K | Buy |
3,985
+28
| +0.7% | +$3.56K | 0.06% | 57 |
|
|
2015
Q4 | $572K | Sell |
3,957
-1
| -0% | -$145 | 0.1% | 52 |
|
|
2015
Q3 | $518K | Buy |
3,958
+197
| +5% | +$25.8K | 0.18% | 51 |
|
|
2015
Q2 | $522K | Buy |
3,761
+949
| +34% | +$132K | 0.19% | 54 |
|
|
2015
Q1 | $422K | Sell |
2,812
-1
| -0% | -$150 | 0.16% | 60 |
|
|
2014
Q4 | $366K | Buy |
2,813
+1
| +0% | +$130 | 0.14% | 57 |
|
|
2014
Q3 | $357K | Sell |
2,812
-151
| -5% | -$19.2K | 0.14% | 55 |
|
|
2014
Q2 | $377K | Buy |
2,963
+56
| +2% | +$7.13K | 0.17% | 45 |
|
|
2014
Q1 | $365K | Buy |
2,907
+135
| +5% | +$17K | 0.16% | 42 |
|
|
2013
Q4 | $378K | Sell |
2,772
-1,419
| -34% | -$194K | 0.19% | 36 |
|
|
2013
Q3 | $492K | Sell |
4,191
-50
| -1% | -$5.87K | 0.26% | 31 |
|
|
2013
Q2 | $434K | Buy |
+4,241
| New | +$434K | 0.24% | 35 |
|