Capstone Financial Advisors’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 | $353K | Sell |
1,772
-122
| -6% | -$27.8K | 0.02% | 130 |
|
|
2025
Q4 | $411K | Buy |
1,894
+324
| +21% | +$66.6K | 0.02% | 111 |
|
|
2025
Q3 | $339K | Buy |
1,570
+53
| +3% | +$11.9K | 0.02% | 131 |
|
|
2025
Q2 | $318K | Sell |
1,517
-27
| -2% | -$5.1K | 0.02% | 121 |
|
|
2025
Q1 | $263K | Sell |
1,544
-700
| -31% | -$121K | 0.02% | 122 |
|
|
2024
Q4 | $397K | Sell |
2,244
-113
| -5% | -$17.7K | 0.02% | 101 |
|
|
2024
Q3 | $358K | Hold |
2,357
| – | – | 0.02% | 105 |
|
|
2024
Q2 | $429K | Hold |
2,357
| – | – | 0.03% | 91 |
|
|
2024
Q1 | $455K | Sell |
2,357
-300
| -11% | -$61.6K | 0.03% | 86 |
|
|
2023
Q4 | $693K | Buy |
2,657
+225
| +9% | +$48.1K | 0.05% | 67 |
|
|
2023
Q3 | $466K | Hold |
2,432
| – | – | 0.04% | 80 |
|
|
2023
Q2 | $514K | Sell |
2,432
-9
| -0.4% | -$1.87K | 0.04% | 76 |
|
|
2023
Q1 | $519K | Buy |
2,441
+31
| +1% | +$6.44K | 0.04% | 70 |
|
|
2022
Q4 | $459K | Hold |
2,410
| – | – | 0.04% | 77 |
|
|
2022
Q3 | $292K | Buy |
2,410
+200
| +9% | +$30.7K | 0.03% | 97 |
|
|
2022
Q2 | $302K | Sell |
2,210
-6
| -0.3% | -$885 | 0.03% | 100 |
|
|
2022
Q1 | $424K | Buy |
2,216
+6
| +0.3% | +$1.2K | 0.03% | 87 |
|
|
2021
Q4 | $445K | Sell |
2,210
-9
| -0.4% | -$1.9K | 0.03% | 85 |
|
|
2021
Q3 | $488K | Hold |
2,219
| – | – | 0.04% | 69 |
|
|
2021
Q2 | $532K | Buy |
2,219
+412
| +23% | +$99.6K | 0.04% | 69 |
|
|
2021
Q1 | $460K | Sell |
1,807
-127
| -7% | -$28.2K | 0.04% | 67 |
|
|
2020
Q4 | $414K | Buy |
1,934
+43
| +2% | +$8.27K | 0.04% | 66 |
|
|
2020
Q3 | $313K | Buy |
1,891
+20
| +1% | +$3.41K | 0.03% | 71 |
|
|
2020
Q2 | $343K | Buy |
1,871
+20
| +1% | +$3.07K | 0.04% | 59 |
|
|
2020
Q1 | $276K | Buy |
+1,851
| New | +$507K | 0.04% | 58 |
|
|
2014
Q3 | – | Sell |
-1,911
| Closed | -$243K | – | 80 |
|
|
2014
Q2 | $243K | Buy |
1,911
+35
| +2% | +$4.57K | 0.17% | 45 |
|
|
2014
Q1 | $235K | Sell |
1,876
-501
| -21% | -$65.3K | 0.14% | 45 |
|
|
2013
Q4 | $324K | Buy |
+2,377
| New | +$309K | 0.21% | 38 |
|
Other funds holding BA
VCM
VPM
