Colonial Trust’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Buy |
639
+76
| +13% | +$15.9K | 0.02% | 384 |
|
|
2025
Q1 | $95.9K | Sell |
563
-479
| -46% | -$81.6K | 0.01% | 427 |
|
|
2024
Q4 | $184K | Buy |
1,042
+60
| +6% | +$10.6K | 0.03% | 327 |
|
|
2024
Q3 | $149K | Buy |
982
+518
| +112% | +$78.8K | 0.02% | 368 |
|
|
2024
Q2 | $84.5K | Buy |
464
+74
| +19% | +$13.5K | 0.01% | 435 |
|
|
2024
Q1 | $75.3K | Sell |
390
-60
| -13% | -$11.6K | 0.01% | 453 |
|
|
2023
Q4 | $117K | Sell |
450
-10
| -2% | -$2.61K | 0.02% | 358 |
|
|
2023
Q3 | $88.2K | Buy |
460
+43
| +10% | +$8.24K | 0.02% | 385 |
|
|
2023
Q2 | $88.1K | Buy |
417
+146
| +54% | +$30.8K | 0.02% | 378 |
|
|
2023
Q1 | $57.6K | Buy |
271
+13
| +5% | +$2.76K | 0.01% | 441 |
|
|
2022
Q4 | $49.1K | Sell |
258
-255
| -50% | -$48.6K | 0.01% | 448 |
|
|
2022
Q3 | $62K | Buy |
+513
| New | +$62K | 0.02% | 246 |
|