Cooper Financial Group’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
1,867
-419
-18% -$87.8K 0.05% 266
2025
Q1
$390K Sell
2,286
-760
-25% -$130K 0.05% 274
2024
Q4
$539K Sell
3,046
-153
-5% -$27.1K 0.06% 230
2024
Q3
$486K Buy
3,199
+11
+0.3% +$1.67K 0.06% 246
2024
Q2
$580K Sell
3,188
-49
-2% -$8.92K 0.09% 204
2024
Q1
$625K Sell
3,237
-3,101
-49% -$598K 0.1% 182
2023
Q4
$1.65M Buy
6,338
+347
+6% +$90.4K 0.3% 62
2023
Q3
$1.15M Sell
5,991
-99
-2% -$19K 0.28% 83
2023
Q2
$1.29M Buy
6,090
+235
+4% +$49.6K 0.32% 75
2023
Q1
$1.24M Sell
5,855
-22
-0.4% -$4.67K 0.34% 75
2022
Q4
$1.12M Sell
5,877
-6
-0.1% -$1.14K 0.34% 72
2022
Q3
$712K Sell
5,883
-720
-11% -$87.1K 0.26% 97
2022
Q2
$903K Buy
6,603
+318
+5% +$43.5K 0.33% 80
2022
Q1
$1.2M Buy
6,285
+333
+6% +$63.8K 0.46% 51
2021
Q4
$1.2M Sell
5,952
-7,788
-57% -$1.57M 0.45% 55
2021
Q3
$3.02M Sell
13,740
-228
-2% -$50.1K 0.63% 31
2021
Q2
$3.35M Buy
13,968
+206
+1% +$49.3K 0.68% 26
2021
Q1
$3.51M Sell
13,762
-1,831
-12% -$466K 0.79% 25
2020
Q4
$3.34M Buy
15,593
+1,702
+12% +$364K 0.68% 28
2020
Q3
$2.3M Buy
13,891
+2,346
+20% +$388K 0.66% 28
2020
Q2
$2.12M Buy
11,545
+663
+6% +$122K 0.68% 28
2020
Q1
$1.62M Buy
10,882
+4,184
+62% +$624K 0.68% 25
2019
Q4
$2.18M Sell
6,698
-300
-4% -$97.7K 0.87% 22
2019
Q3
$2.66M Buy
6,998
+131
+2% +$49.8K 1.2% 18
2019
Q2
$2.5M Buy
6,867
+422
+7% +$154K 1.21% 18
2019
Q1
$2.46M Buy
6,445
+364
+6% +$139K 1.35% 18
2018
Q4
$1.96M Buy
+6,081
New +$1.96M 1.33% 20