Canandaigua National Trust of Florida’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$819K Buy
3,907
+1,569
+67% +$329K 0.58% 44
2025
Q1
$399K Buy
2,338
+382
+20% +$65.2K 0.35% 72
2024
Q4
$346K Sell
1,956
-3,452
-64% -$611K 0.27% 87
2024
Q3
$822K Buy
+5,408
New +$822K 0.71% 35