Capital Advisory Group Advisory Services’s Boeing BA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,302	Closed	-$500K	–	26
2025 Q4	$500K	Buy	2,302 +155	+7%	+$31.9K	0.15%	115
2025 Q3	$464K	Sell	2,147 -111	-5%	-$25K	0.14%	122
2025 Q2	$473K	Buy	2,258 +1	+0%	+$189	0.17%	115
2025 Q1	$385K	Sell	2,257 -148	-6%	-$25.6K	0.15%	123
2024 Q4	$426K	Buy	+2,405	New	+$377K	0.15%	125
2022 Q2	–	Sell	-560	Closed	-$107K	–	231
2022 Q1	$107K	Buy	+560	New	+$112K	0.05%	193
2021 Q4	–	Sell	-1,729	Closed	-$380K	–	197
2021 Q3	$380K	Buy	1,729 +15	+0.9%	+$3.35K	0.14%	131
2021 Q2	$411K	Buy	1,714 +74	+5%	+$17.9K	0.15%	128
2021 Q1	$418K	Sell	1,640 -1,002	-38%	-$223K	0.16%	124
2020 Q4	$566K	Buy	2,642 +2,010	+318%	+$386K	0.24%	91
2020 Q3	$104K	Buy	632 +3	+0.5%	+$511	0.05%	173
2020 Q2	$115K	Buy	629 +505	+407%	+$77.6K	0.06%	169
2020 Q1	$18K	Buy	+124	New	+$33.9K	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%	+$453K	0.77%	26
2018 Q3	$650K	Sell	1,749 -6	-0.3%	-$2.11K	0.43%	42
2018 Q2	$585K	Buy	1,755 +226	+15%	+$77.7K	0.42%	37
2018 Q1	$503K	Buy	+1,529	New	+$517K	0.37%	45