Embree 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
$265K Buy
1,265
+43
+4% +$9.01K 0.04% 187
2025
Q1
$208K Buy
1,222
+11
+0.9% +$1.88K 0.03% 197
2024
Q4
$214K Sell
1,211
-1,898
-61% -$336K 0.04% 184
2024
Q3
$473K Buy
3,109
+1,063
+52% +$162K 0.08% 121
2024
Q2
$372K Sell
2,046
-366
-15% -$66.6K 0.07% 129
2024
Q1
$466K Sell
2,412
-382
-14% -$73.7K 0.09% 123
2023
Q4
$728K Buy
+2,794
New +$728K 0.15% 86