Archford Capital Strategies’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-866
| Closed | -$226K | – | 261 |
|
|
2023
Q4 | $226K | Sell |
866
-275
| -24% | -$58.8K | 0.04% | 234 |
|
|
2023
Q3 | $219K | Sell |
1,141
-87
| -7% | -$19K | 0.04% | 256 |
|
|
2023
Q2 | $265K | Sell |
1,228
-7
| -0.6% | -$1.45K | 0.05% | 249 |
|
|
2023
Q1 | $259K | Sell |
1,235
-72
| -6% | -$15K | 0.05% | 247 |
|
|
2022
Q4 | $249K | Buy |
+1,307
| New | +$214K | 0.06% | 247 |
|
|
2022
Q2 | – | Sell |
-1,421
| Closed | -$259K | – | 264 |
|
|
2022
Q1 | $259K | Buy |
1,421
+71
| +5% | +$14.3K | 0.06% | 253 |
|
|
2021
Q4 | $272K | Buy |
1,350
+19
| +1% | +$4.01K | 0.06% | 257 |
|
|
2021
Q3 | $293K | Buy |
1,331
+105
| +9% | +$23.4K | 0.07% | 253 |
|
|
2021
Q2 | $294K | Sell |
1,226
-734
| -37% | -$177K | 0.07% | 240 |
|
|
2021
Q1 | $492K | Sell |
1,960
-6,353
| -76% | -$1.41M | 0.13% | 174 |
|
|
2020
Q4 | $1.75M | Buy |
8,313
+205
| +3% | +$39.4K | 0.4% | 71 |
|
|
2020
Q3 | $1.34M | Sell |
8,108
-21
| -0.3% | -$3.58K | 0.36% | 82 |
|
|
2020
Q2 | $1.49M | Sell |
8,129
-80
| -1% | -$12.3K | 0.44% | 64 |
|
|
2020
Q1 | $1.22M | Buy |
8,209
+376
| +5% | +$103K | 0.48% | 64 |
|
|
2019
Q4 | $2.55M | Sell |
7,833
-60
| -0.8% | -$21.2K | 0.88% | 29 |
|
|
2019
Q3 | $3M | Sell |
7,893
-97
| -1% | -$34.7K | 1.12% | 19 |
|
|
2019
Q2 | $2.91M | Sell |
7,990
-962
| -11% | -$351K | 1.06% | 18 |
|
|
2019
Q1 | $3.41M | Sell |
8,952
-137
| -2% | -$52.7K | 1.26% | 14 |
|
|
2018
Q4 | $2.93M | Sell |
9,089
-129
| -1% | -$44.6K | 1.18% | 16 |
|
|
2018
Q3 | $3.43M | Sell |
9,218
-665
| -7% | -$234K | 1.25% | 14 |
|
|
2018
Q2 | $3.32M | Buy |
+9,883
| New | +$3.4M | 1.17% | 16 |
|
|
2018
Q1 | – | Sell |
-8,675
| Closed | -$2.56M | – | 657 |
|
|
2017
Q4 | $2.56M | Sell |
8,675
-507
| -6% | -$137K | 0.95% | 28 |
|
|
2017
Q3 | $2.33M | Sell |
9,182
-222
| -2% | -$51.7K | 0.88% | 33 |
|
|
2017
Q2 | $1.86M | Sell |
9,404
-383
| -4% | -$71.3K | 0.73% | 39 |
|
|
2017
Q1 | $1.75M | Buy |
+9,787
| New | +$1.67M | 0.66% | 40 |
|
|
2016
Q4 | – | Sell |
-9,548
| Closed | -$1.26M | – | 646 |
|
|
2016
Q3 | $1.26M | Buy |
9,548
+7,822
| +453% | +$1.03M | 0.52% | 59 |
|
|
2016
Q2 | $224K | Sell |
1,726
-7,338
| -81% | -$957K | 0.12% | 143 |
|
|
2016
Q1 | $1.15M | Buy |
9,064
+1,133
| +14% | +$141K | 0.55% | 57 |
|
|
2015
Q4 | $1.05M | Buy |
7,931
+7,234
| +1,038% | +$1.04M | 0.48% | 64 |
|
|
2015
Q3 | $91K | Sell |
697
-18
| -3% | -$2.5K | 0.07% | 156 |
|
|
2015
Q2 | $99K | Sell |
715
-6,995
| -91% | -$1.02M | 0.07% | 154 |
|
|
2015
Q1 | $1.16M | Buy |
7,710
+7,013
| +1,006% | +$1.02M | 0.8% | 31 |
|
|
2014
Q4 | $91K | Hold |
697
| – | – | 0.07% | 161 |
|
|
2014
Q3 | $89K | Sell |
697
-553
| -44% | -$69.7K | 0.07% | 160 |
|
|
2014
Q2 | $159K | Buy |
1,250
+285
| +30% | +$37.2K | 0.12% | 131 |
|
|
2014
Q1 | $121K | Buy |
+965
| New | +$126K | 0.1% | 145 |
|
Other funds holding BA
Archford Capital Strategies's BA Position: Q1 2024 in Review
Archford Capital Strategies sold out of Boeing (BA) in Q1 2024, closing a stake of 866 shares — an estimated $226K sold.
Archford Capital Strategies first reported a position in BA in Q1 2014 and held it in 36 quarters. The position peaked at $3.43M in Q3 2018. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.
- Archford Capital Strategies reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
- Archford Capital Strategies sold 866 Boeing shares in Q1 2024, an estimated $226K.
- Archford Capital Strategies first reported a position in Boeing in Q1 2014 and held it in 36 quarters.
- Archford Capital Strategies's Boeing position peaked at $3.43M in Q3 2018.
- 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.
Based on Archford Capital Strategies's 13F filing for Q1 2024, filed 24 Apr 2024.