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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $339K | Buy |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $693K | Buy |
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|
2023
Q3 | $466K | Hold |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $459K | Hold |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $424K | Buy |
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|
2021
Q4 | $445K | Sell |
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|
2021
Q3 | $488K | Hold |
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|
2021
Q2 | $532K | Buy |
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|
2021
Q1 | $460K | Sell |
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|
2020
Q4 | $414K | Buy |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $343K | Buy |
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|
2020
Q1 | $276K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $243K | Buy |
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|
2014
Q1 | $235K | Sell |
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|
2013
Q4 | $324K | Buy |
|