BOK Financial Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2
| Closed | -$354 | – | 486 |
|
|
2024
Q4 | $354 | Sell |
2
-498
| -100% | -$88.1K | ﹤0.01% | 616 |
|
|
2024
Q3 | $76K | Buy |
+500
| New | +$76K | 0.01% | 229 |
|
|
2024
Q1 | – | Sell |
-60
| Closed | -$15.6K | – | 460 |
|
|
2023
Q4 | $15.6K | Buy |
+60
| New | +$15.6K | ﹤0.01% | 336 |
|
|
2022
Q4 | – | Sell |
-73
| Closed | -$9K | – | 367 |
|
|
2022
Q3 | $9K | Hold |
73
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $10K | Sell |
73
-1,597
| -96% | -$219K | ﹤0.01% | 336 |
|
|
2022
Q1 | $320K | Buy |
1,670
+271
| +19% | +$51.9K | 0.02% | 223 |
|
|
2021
Q4 | $282K | Buy |
1,399
+84
| +6% | +$16.9K | 0.02% | 240 |
|
|
2021
Q3 | $289K | Sell |
1,315
-182
| -12% | -$40K | 0.02% | 197 |
|
|
2021
Q2 | $359K | Buy |
1,497
+426
| +40% | +$102K | 0.03% | 162 |
|
|
2021
Q1 | $273K | Buy |
1,071
+117
| +12% | +$29.8K | 0.02% | 162 |
|
|
2020
Q4 | $204K | Buy |
+954
| New | +$204K | 0.02% | 176 |
|
|
2020
Q1 | – | Sell |
-16,777
| Closed | -$5.47M | – | 186 |
|
|
2019
Q4 | $5.47M | Buy |
16,777
+16,128
| +2,485% | +$5.25M | 0.46% | 53 |
|
|
2019
Q3 | $247K | Buy |
+649
| New | +$247K | 0.03% | 112 |
|