Concourse Financial Group Securities’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,628
| Closed | -$809K | – | 672 |
|
|
2024
Q4 | $809K | Buy |
4,628
+1,324
| +40% | +$231K | 0.05% | 366 |
|
|
2024
Q3 | $502K | Buy |
3,304
+27
| +0.8% | +$4.11K | 0.03% | 455 |
|
|
2024
Q2 | $596K | Sell |
3,277
-1,391
| -30% | -$253K | 0.04% | 401 |
|
|
2024
Q1 | $901K | Buy |
4,668
+262
| +6% | +$50.6K | 0.06% | 319 |
|
|
2023
Q4 | $1.15M | Sell |
4,406
-113
| -3% | -$29.5K | 0.08% | 259 |
|
|
2023
Q3 | $866K | Sell |
4,519
-280
| -6% | -$53.7K | 0.07% | 286 |
|
|
2023
Q2 | $1.01M | Buy |
4,799
+46
| +1% | +$9.71K | 0.08% | 262 |
|
|
2023
Q1 | $1.01M | Buy |
4,753
+177
| +4% | +$37.6K | 0.08% | 261 |
|
|
2022
Q4 | $872K | Buy |
4,576
+623
| +16% | +$119K | 0.07% | 284 |
|
|
2022
Q3 | $479K | Buy |
3,953
+612
| +18% | +$74.2K | 0.05% | 359 |
|
|
2022
Q2 | $457K | Sell |
3,341
-543
| -14% | -$74.3K | 0.04% | 415 |
|
|
2022
Q1 | $744K | Sell |
3,884
-4,678
| -55% | -$896K | 0.05% | 341 |
|
|
2021
Q4 | $1.72M | Sell |
8,562
-484
| -5% | -$97.5K | 0.1% | 204 |
|
|
2021
Q3 | $1.99M | Buy |
9,046
+19
| +0.2% | +$4.18K | 0.12% | 157 |
|
|
2021
Q2 | $2.16M | Buy |
9,027
+695
| +8% | +$166K | 0.14% | 139 |
|
|
2021
Q1 | $2.12M | Buy |
8,332
+179
| +2% | +$45.6K | 0.15% | 130 |
|
|
2020
Q4 | $1.75M | Buy |
8,153
+855
| +12% | +$183K | 0.13% | 139 |
|
|
2020
Q3 | $1.21M | Buy |
7,298
+303
| +4% | +$50.1K | 0.11% | 163 |
|
|
2020
Q2 | $1.28M | Buy |
6,995
+2,095
| +43% | +$384K | 0.12% | 140 |
|
|
2020
Q1 | $731K | Buy |
+4,900
| New | +$731K | 0.08% | 196 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2373 |
|
|
2019
Q3 | – | Sell |
-40
| Closed | -$15K | – | 2073 |
|
|
2019
Q2 | $15K | Sell |
40
-4,439
| -99% | -$1.66M | ﹤0.01% | 1345 |
|
|
2019
Q1 | $1.71M | Buy |
4,479
+543
| +14% | +$207K | 0.18% | 105 |
|
|
2018
Q4 | $1.27M | Buy |
3,936
+2,301
| +141% | +$742K | 0.15% | 128 |
|
|
2018
Q3 | $608K | Buy |
+1,635
| New | +$608K | 0.17% | 127 |
|