CAPTRUST Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
61,967
+58
| +0.1% | +$12.2K | 0.03% | 403 |
|
|
2025
Q1 | $10.6M | Buy |
61,909
+1,412
| +2% | +$241K | 0.03% | 418 |
|
|
2024
Q4 | $10.7M | Buy |
60,497
+9,730
| +19% | +$1.72M | 0.03% | 352 |
|
|
2024
Q3 | $7.72M | Sell |
50,767
-733
| -1% | -$111K | 0.02% | 424 |
|
|
2024
Q2 | $9.37M | Sell |
51,500
-2,955
| -5% | -$538K | 0.03% | 367 |
|
|
2024
Q1 | $10.5M | Sell |
54,455
-51,177
| -48% | -$9.88M | 0.04% | 335 |
|
|
2023
Q4 | $27.5M | Buy |
105,632
+576
| +0.5% | +$150K | 0.09% | 185 |
|
|
2023
Q3 | $20.1M | Buy |
105,056
+37,547
| +56% | +$7.2M | 0.08% | 210 |
|
|
2023
Q2 | $14.3M | Buy |
67,509
+557
| +0.8% | +$118K | 0.06% | 249 |
|
|
2023
Q1 | $14.2M | Buy |
66,952
+196
| +0.3% | +$41.6K | 0.06% | 226 |
|
|
2022
Q4 | $12.7M | Buy |
66,756
+1,183
| +2% | +$225K | 0.06% | 244 |
|
|
2022
Q3 | $7.94M | Buy |
65,573
+15,607
| +31% | +$1.89M | 0.05% | 303 |
|
|
2022
Q2 | $6.83M | Buy |
49,966
+3,716
| +8% | +$508K | 0.04% | 314 |
|
|
2022
Q1 | $8.86M | Buy |
46,250
+3,205
| +7% | +$614K | 0.06% | 252 |
|
|
2021
Q4 | $8.67M | Sell |
43,045
-330
| -0.8% | -$66.4K | 0.06% | 259 |
|
|
2021
Q3 | $9.54M | Buy |
43,375
+4,803
| +12% | +$1.06M | 0.08% | 219 |
|
|
2021
Q2 | $9.24M | Sell |
38,572
-13,483
| -26% | -$3.23M | 0.09% | 204 |
|
|
2021
Q1 | $13.3M | Buy |
52,055
+7,391
| +17% | +$1.88M | 0.14% | 157 |
|
|
2020
Q4 | $9.56M | Buy |
44,664
+584
| +1% | +$125K | 0.13% | 162 |
|
|
2020
Q3 | $7.4M | Sell |
44,080
-11,689
| -21% | -$1.96M | 0.12% | 169 |
|
|
2020
Q2 | $10.1M | Buy |
55,769
+1,838
| +3% | +$331K | 0.17% | 139 |
|
|
2020
Q1 | $7.05M | Sell |
53,931
-2,566
| -5% | -$335K | 0.16% | 149 |
|
|
2019
Q4 | $18.8M | Buy |
56,497
+28,989
| +105% | +$9.66M | 0.3% | 89 |
|
|
2019
Q3 | $10.5M | Sell |
27,508
-1,111
| -4% | -$423K | 0.37% | 63 |
|
|
2019
Q2 | $10.4M | Buy |
28,619
+241
| +0.8% | +$87.7K | 0.39% | 53 |
|
|
2019
Q1 | $10.8M | Buy |
28,378
+1,174
| +4% | +$448K | 0.44% | 46 |
|
|
2018
Q4 | $8.77M | Sell |
27,204
-192
| -0.7% | -$61.9K | 0.47% | 46 |
|
|
2018
Q3 | $10.2M | Buy |
27,396
+5,502
| +25% | +$2.05M | 0.46% | 39 |
|
|
2018
Q2 | $7.35M | Buy |
21,894
+4,421
| +25% | +$1.48M | 0.41% | 42 |
|
|
2018
Q1 | $5.63M | Sell |
17,473
-2,964
| -15% | -$956K | 0.35% | 51 |
|
|
2017
Q4 | $6.03M | Buy |
20,437
+20,354
| +24,523% | +$6M | 0.36% | 56 |
|
|
2017
Q3 | $28K | Buy |
+83
| New | +$28K | ﹤0.01% | 322 |
|