Colonial Trust 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 | $193K | Buy |
921
+6
| +0.7% | +$1.26K | 0.02% | 201 |
|
|
2025
Q1 | $156K | Sell |
915
-150
| -14% | -$25.6K | 0.01% | 221 |
|
|
2024
Q4 | $189K | Sell |
1,065
-659
| -38% | -$117K | 0.02% | 199 |
|
|
2024
Q3 | $262K | Sell |
1,724
-251
| -13% | -$38.2K | 0.02% | 183 |
|
|
2024
Q2 | $359K | Buy |
1,975
+130
| +7% | +$23.7K | 0.03% | 145 |
|
|
2024
Q1 | $356K | Sell |
1,845
-663
| -26% | -$128K | 0.04% | 151 |
|
|
2023
Q4 | $654K | Sell |
2,508
-6
| -0.2% | -$1.56K | 0.07% | 125 |
|
|
2023
Q3 | $482K | Sell |
2,514
-52
| -2% | -$9.97K | 0.06% | 136 |
|
|
2023
Q2 | $542K | Buy |
2,566
+2
| +0.1% | +$422 | 0.06% | 135 |
|
|
2023
Q1 | $545K | Sell |
2,564
-20
| -0.8% | -$4.25K | 0.06% | 135 |
|
|
2022
Q4 | $492K | Sell |
2,584
-129
| -5% | -$24.6K | 0.06% | 140 |
|
|
2022
Q3 | $328K | Buy |
2,713
+31
| +1% | +$3.75K | 0.04% | 158 |
|
|
2022
Q2 | $367K | Buy |
2,682
+20
| +0.8% | +$2.74K | 0.05% | 132 |
|
|
2022
Q1 | $510K | Buy |
2,662
+8
| +0.3% | +$1.53K | 0.06% | 133 |
|
|
2021
Q4 | $534K | Sell |
2,654
-253
| -9% | -$50.9K | 0.06% | 135 |
|
|
2021
Q3 | $639K | Sell |
2,907
-190
| -6% | -$41.8K | 0.08% | 126 |
|
|
2021
Q2 | $742K | Sell |
3,097
-444
| -13% | -$106K | 0.09% | 124 |
|
|
2021
Q1 | $902K | Buy |
3,541
+399
| +13% | +$102K | 0.12% | 108 |
|
|
2020
Q4 | $673K | Sell |
3,142
-200
| -6% | -$42.8K | 0.09% | 110 |
|
|
2020
Q3 | $552K | Sell |
3,342
-314
| -9% | -$51.9K | 0.09% | 109 |
|
|
2020
Q2 | $670K | Sell |
3,656
-37
| -1% | -$6.78K | 0.11% | 102 |
|
|
2020
Q1 | $551K | Sell |
3,693
-75
| -2% | -$11.2K | 0.12% | 100 |
|
|
2019
Q4 | $1.23M | Sell |
3,768
-146
| -4% | -$47.6K | 0.2% | 91 |
|
|
2019
Q3 | $1.49M | Buy |
3,914
+460
| +13% | +$175K | 0.26% | 80 |
|
|
2019
Q2 | $1.26M | Buy |
3,454
+25
| +0.7% | +$9.1K | 0.23% | 85 |
|
|
2019
Q1 | $1.31M | Buy |
3,429
+245
| +8% | +$93.5K | 0.25% | 81 |
|
|
2018
Q4 | $1.03M | Sell |
3,184
-121
| -4% | -$39K | 0.25% | 84 |
|
|
2018
Q3 | $1.23M | Buy |
3,305
+55
| +2% | +$20.5K | 0.23% | 89 |
|
|
2018
Q2 | $1.09M | Sell |
3,250
-26
| -0.8% | -$8.72K | 0.22% | 93 |
|
|
2018
Q1 | $1.07M | Sell |
3,276
-743
| -18% | -$244K | 0.22% | 94 |
|
|
2017
Q4 | $1.19M | Buy |
4,019
+704
| +21% | +$208K | 0.18% | 96 |
|
|
2017
Q3 | $843K | Sell |
3,315
-280
| -8% | -$71.2K | 0.19% | 100 |
|
|
2017
Q2 | $711K | Buy |
3,595
+595
| +20% | +$118K | 0.16% | 101 |
|
|
2017
Q1 | $552K | Sell |
3,000
-29,754
| -91% | -$5.47M | 0.17% | 98 |
|
|
2016
Q4 | $5.1M | Sell |
32,754
-1,146
| -3% | -$178K | 1.65% | 21 |
|
|
2016
Q3 | $4.47M | Sell |
33,900
-364
| -1% | -$48K | 1.4% | 25 |
|
|
2016
Q2 | $4.45M | Sell |
34,264
-345
| -1% | -$44.8K | 1.42% | 22 |
|
|
2016
Q1 | $4.39M | Sell |
34,609
-374
| -1% | -$47.5K | 1.43% | 20 |
|
|
2015
Q4 | $5.06M | Sell |
34,983
-1,025
| -3% | -$148K | 1.68% | 17 |
|
|
2015
Q3 | $4.72M | Buy |
36,008
+89
| +0.2% | +$11.7K | 1.58% | 19 |
|
|
2015
Q2 | $4.98M | Sell |
35,919
-49
| -0.1% | -$6.8K | 1.54% | 21 |
|
|
2015
Q1 | $5.4M | Buy |
35,968
+8,325
| +30% | +$1.25M | 1.65% | 17 |
|
|
2014
Q4 | $3.59M | Sell |
27,643
-8,110
| -23% | -$1.05M | 1.39% | 24 |
|
|
2014
Q3 | $4.55M | Sell |
35,753
-460
| -1% | -$58.6K | 1.41% | 22 |
|
|
2014
Q2 | $4.61M | Sell |
36,213
-475
| -1% | -$60.4K | 1.4% | 22 |
|
|
2014
Q1 | $4.6M | Buy |
36,688
+135
| +0.4% | +$16.9K | 1.44% | 24 |
|
|
2013
Q4 | $4.99M | Buy |
+36,553
| New | +$4.99M | 1.57% | 22 |
|