Capital Advisory Group Advisory Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
2,258
+1
| +0% | +$210 | 0.17% | 115 |
|
|
2025
Q1 | $385K | Sell |
2,257
-148
| -6% | -$25.2K | 0.15% | 123 |
|
|
2024
Q4 | $426K | Buy |
+2,405
| New | +$426K | 0.15% | 125 |
|
|
2022
Q2 | – | Sell |
-560
| Closed | -$107K | – | 231 |
|
|
2022
Q1 | $107K | Buy |
+560
| New | +$107K | 0.05% | 193 |
|
|
2021
Q4 | – | Sell |
-1,729
| Closed | -$380K | – | 197 |
|
|
2021
Q3 | $380K | Buy |
1,729
+15
| +0.9% | +$3.3K | 0.14% | 131 |
|
|
2021
Q2 | $411K | Buy |
1,714
+74
| +5% | +$17.7K | 0.15% | 128 |
|
|
2021
Q1 | $418K | Sell |
1,640
-1,002
| -38% | -$255K | 0.16% | 124 |
|
|
2020
Q4 | $566K | Buy |
2,642
+2,010
| +318% | +$431K | 0.24% | 91 |
|
|
2020
Q3 | $104K | Buy |
632
+3
| +0.5% | +$494 | 0.05% | 173 |
|
|
2020
Q2 | $115K | Buy |
629
+505
| +407% | +$92.3K | 0.06% | 169 |
|
|
2020
Q1 | $18K | Buy |
+124
| New | +$18K | 0.02% | 171 |
|
|
2019
Q2 | – | Sell |
-1,764
| Closed | -$679K | – | 427 |
|
|
2019
Q1 | $679K | Sell |
1,764
-1,296
| -42% | -$499K | 0.49% | 35 |
|
|
2018
Q4 | $989K | Buy |
3,060
+1,311
| +75% | +$424K | 0.77% | 26 |
|
|
2018
Q3 | $650K | Sell |
1,749
-6
| -0.3% | -$2.23K | 0.43% | 42 |
|
|
2018
Q2 | $585K | Buy |
1,755
+226
| +15% | +$75.3K | 0.42% | 37 |
|
|
2018
Q1 | $503K | Buy |
+1,529
| New | +$503K | 0.37% | 45 |
|