Curbstone Financial Management Corp’s Boeing BA Stock Holding History

Curbstone Financial Management Corp’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$564K	Buy	2,606 +140	+6%	+$31.1K	0.1%	168
2026 Q1	$491K	Buy	2,466 +20	+0.8%	+$4.55K	0.09%	177
2025 Q4	$531K	Hold	2,446	–	–	0.1%	163
2025 Q3	$528K	Buy	2,446 +110	+5%	+$24.8K	0.1%	170
2025 Q2	$489K	Buy	+2,336	New	+$441K	0.1%	176
2024 Q3	–	Sell	-2,976	Closed	-$542K	–	197
2024 Q2	$542K	Buy	2,976 +200	+7%	+$35.6K	0.12%	159
2024 Q1	$536K	Sell	2,776 -50	-2%	-$10.3K	0.12%	161
2023 Q4	$737K	Hold	2,826	–	–	0.17%	121
2023 Q3	$542K	Hold	2,826	–	–	0.13%	145
2023 Q2	$597K	Hold	2,826	–	–	0.14%	140
2023 Q1	$600K	Hold	2,826	–	–	0.15%	141
2022 Q4	$538K	Buy	+2,826	New	+$462K	0.13%	150
2022 Q2	–	Sell	-2,914	Closed	-$558K	–	181
2022 Q1	$558K	Hold	2,914	–	–	0.1%	169
2021 Q4	$587K	Hold	2,914	–	–	0.1%	167
2021 Q3	$641K	Buy	2,914 +200	+7%	+$44.6K	0.12%	159
2021 Q2	$650K	Hold	2,714	–	–	0.12%	158
2021 Q1	$691K	Hold	2,714	–	–	0.14%	138
2020 Q4	$581K	Sell	2,714 -600	-18%	-$115K	0.12%	149
2020 Q3	$548K	Buy	3,314 +64	+2%	+$10.9K	0.13%	144
2020 Q2	$596K	Buy	3,250 +50	+2%	+$7.69K	0.15%	134
2020 Q1	$477K	Buy	3,200 +650	+25%	+$178K	0.14%	143
2019 Q4	$831K	Hold	2,550	–	–	0.2%	122
2019 Q3	$970K	Sell	2,550 -100	-4%	-$35.7K	0.25%	101
2019 Q2	$965K	Hold	2,650	–	–	0.25%	103
2019 Q1	$1.01M	Sell	2,650 -610	-19%	-$235K	0.28%	98
2018 Q4	$1.05M	Hold	3,260	–	–	0.31%	86
2018 Q3	$1.21M	Hold	3,260	–	–	0.32%	85
2018 Q2	$1.09M	Sell	3,260 -160	-5%	-$55K	0.3%	89
2018 Q1	$1.12M	Buy	3,420 +1,670	+95%	+$564K	0.32%	91
2017 Q4	$516K	Sell	1,750 -1,900	-52%	-$514K	0.28%	100
2017 Q3	$928K	Buy	3,650 +1,750	+92%	+$408K	0.27%	101
2017 Q2	$376K	Buy	1,900 +15	+0.8%	+$2.79K	0.23%	116
2017 Q1	$333K	Hold	1,885	–	–	0.2%	125
2016 Q4	$293K	Sell	1,885 -1,885	-50%	-$275K	0.18%	128
2016 Q3	$497K	Hold	3,770	–	–	0.16%	143
2016 Q2	$490K	Hold	3,770	–	–	0.16%	137
2016 Q1	$479K	Sell	3,770 -300	-7%	-$37.2K	0.16%	138
2015 Q4	$588K	Buy	4,070 +1,619	+66%	+$233K	0.2%	124
2015 Q3	$321K	Hold	2,451	–	–	0.23%	111
2015 Q2	$340K	Buy	2,451 +651	+36%	+$94.9K	0.23%	116
2015 Q1	$270K	Buy	+1,800	New	+$262K	0.18%	131

Other funds holding BA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return