Beacon Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,310
| Closed | -$223K | – | 339 |
|
|
2025
Q1 | $223K | Buy |
1,310
+63
| +5% | +$10.7K | 0.02% | 313 |
|
|
2024
Q4 | $221K | Buy |
+1,247
| New | +$221K | 0.02% | 311 |
|
|
2024
Q3 | – | Sell |
-1,162
| Closed | -$211K | – | 321 |
|
|
2024
Q2 | $211K | Buy |
1,162
+21
| +2% | +$3.82K | 0.02% | 310 |
|
|
2024
Q1 | $220K | Sell |
1,141
-22
| -2% | -$4.25K | 0.03% | 302 |
|
|
2023
Q4 | $303K | Buy |
1,163
+131
| +13% | +$34.1K | 0.04% | 259 |
|
|
2023
Q3 | $231K | Sell |
1,032
-537
| -34% | -$120K | 0.03% | 232 |
|
|
2023
Q2 | $332K | Buy |
1,569
+22
| +1% | +$4.66K | 0.05% | 195 |
|
|
2023
Q1 | $326K | Sell |
1,547
-368
| -19% | -$77.5K | 0.05% | 198 |
|
|
2022
Q4 | $370K | Sell |
1,915
-73
| -4% | -$14.1K | 0.05% | 197 |
|
|
2022
Q3 | $248K | Buy |
1,988
+175
| +10% | +$21.8K | 0.04% | 222 |
|
|
2022
Q2 | $254K | Sell |
1,813
-90
| -5% | -$12.6K | 0.04% | 216 |
|
|
2022
Q1 | $369K | Hold |
1,903
| – | – | 0.05% | 214 |
|
|
2021
Q4 | $395K | Sell |
1,903
-569
| -23% | -$118K | 0.05% | 212 |
|
|
2021
Q3 | $557K | Buy |
2,472
+45
| +2% | +$10.1K | 0.07% | 177 |
|
|
2021
Q2 | $527K | Buy |
2,427
+26
| +1% | +$5.65K | 0.07% | 175 |
|
|
2021
Q1 | $512K | Hold |
2,401
| – | – | 0.08% | 165 |
|
|
2020
Q4 | $512K | Sell |
2,401
-145
| -6% | -$30.9K | 0.08% | 168 |
|
|
2020
Q3 | $421K | Buy |
2,546
+175
| +7% | +$28.9K | 0.08% | 159 |
|
|
2020
Q2 | $461K | Buy |
+2,371
| New | +$461K | 0.09% | 150 |
|
|
2020
Q1 | – | Sell |
-653
| Closed | -$213K | – | 170 |
|
|
2019
Q4 | $213K | Buy |
653
+35
| +6% | +$11.4K | 0.03% | 186 |
|
|
2019
Q3 | $237K | Sell |
618
-280
| -31% | -$107K | 0.04% | 183 |
|
|
2019
Q2 | $327K | Buy |
898
+13
| +1% | +$4.73K | 0.06% | 167 |
|
|
2019
Q1 | $280 | Hold |
885
| – | – | 0.05% | 166 |
|
|
2018
Q4 | $280K | Sell |
885
-173
| -16% | -$54.7K | 0.05% | 167 |
|
|
2018
Q3 | $393K | Sell |
1,058
-115
| -10% | -$42.7K | 0.07% | 149 |
|
|
2018
Q2 | $394K | Sell |
1,173
-200
| -15% | -$67.2K | 0.07% | 146 |
|
|
2018
Q1 | $450K | Sell |
1,373
-1,683
| -55% | -$552K | 0.08% | 147 |
|
|
2017
Q4 | $901K | Buy |
3,056
+71
| +2% | +$20.9K | 0.16% | 101 |
|
|
2017
Q3 | $759K | Sell |
2,985
-1,170
| -28% | -$297K | 0.14% | 109 |
|
|
2017
Q2 | $820K | Sell |
4,155
-557
| -12% | -$110K | 0.16% | 96 |
|
|
2017
Q1 | $838K | Buy |
4,712
+274
| +6% | +$48.7K | 0.16% | 90 |
|
|
2016
Q4 | $691K | Buy |
4,438
+1
| +0% | +$156 | 0.14% | 95 |
|
|
2016
Q3 | $581K | Buy |
4,437
+855
| +24% | +$112K | 0.12% | 114 |
|
|
2016
Q2 | $455K | Buy |
3,582
+542
| +18% | +$68.8K | 0.1% | 122 |
|
|
2016
Q1 | $390K | Buy |
+3,040
| New | +$390K | 0.08% | 137 |
|