Fiduciary Alliance’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
6,034
+3,665
| +155% | +$768K | 0.09% | 194 |
|
|
2025
Q1 | $404K | Sell |
2,369
-356
| -13% | -$60.7K | 0.04% | 285 |
|
|
2024
Q4 | $482K | Buy |
+2,725
| New | +$482K | 0.05% | 236 |
|
|
2024
Q3 | – | Sell |
-1,081
| Closed | -$200K | – | 255 |
|
|
2024
Q2 | $200K | Buy |
+1,081
| New | +$200K | 0.03% | 204 |
|
|
2023
Q3 | – | Sell |
-357
| Closed | -$75.4K | – | 230 |
|
|
2023
Q2 | $75.4K | Buy |
+357
| New | +$75.4K | 0.02% | 254 |
|
|
2023
Q1 | – | Sell |
-103
| Closed | -$19.6K | – | 204 |
|
|
2022
Q4 | $19.6K | Buy |
+103
| New | +$19.6K | 0.01% | 317 |
|