Fiduciary 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 | $956K | Sell |
4,561
-102
| -2% | -$21.4K | 0.09% | 160 |
|
2025
Q1 | $795K | Sell |
4,663
-10
| -0.2% | -$1.71K | 0.08% | 169 |
|
2024
Q4 | $827K | Sell |
4,673
-255
| -5% | -$45.1K | 0.08% | 160 |
|
2024
Q3 | $749K | Sell |
4,928
-201
| -4% | -$30.6K | 0.08% | 167 |
|
2024
Q2 | $934K | Hold |
5,129
| – | – | 0.1% | 145 |
|
2024
Q1 | $990K | Buy |
5,129
+50
| +1% | +$9.65K | 0.11% | 140 |
|
2023
Q4 | $1.32M | Sell |
5,079
-178
| -3% | -$46.4K | 0.16% | 107 |
|
2023
Q3 | $1.01M | Sell |
5,257
-242
| -4% | -$46.4K | 0.13% | 118 |
|
2023
Q2 | $1.16M | Sell |
5,499
-58
| -1% | -$12.2K | 0.14% | 110 |
|
2023
Q1 | $1.18M | Sell |
5,557
-33
| -0.6% | -$7.01K | 0.15% | 106 |
|
2022
Q4 | $1.06M | Buy |
5,590
+521
| +10% | +$99.2K | 0.14% | 111 |
|
2022
Q3 | $900K | Buy |
5,069
+66
| +1% | +$11.7K | 0.12% | 119 |
|
2022
Q2 | $840K | Buy |
5,003
+1,147
| +30% | +$193K | 0.1% | 125 |
|
2022
Q1 | $499K | Sell |
3,856
-1,824
| -32% | -$236K | 0.07% | 154 |
|
2021
Q4 | $1.14M | Sell |
5,680
-150
| -3% | -$30.2K | 0.13% | 108 |
|
2021
Q3 | $1.22M | Hold |
5,830
| – | – | 0.14% | 105 |
|
2021
Q2 | $1.32M | Hold |
5,830
| – | – | 0.15% | 101 |
|
2021
Q1 | $1.37M | Hold |
5,830
| – | – | 0.17% | 99 |
|
2020
Q4 | $1.23M | Sell |
5,830
-650
| -10% | -$137K | 0.16% | 96 |
|
2020
Q3 | $1.07M | Sell |
6,480
-11
| -0.2% | -$1.82K | 0.16% | 96 |
|
2020
Q2 | $1.19M | Hold |
6,491
| – | – | 0.2% | 84 |
|
2020
Q1 | $968K | Sell |
6,491
-309
| -5% | -$46.1K | 0.19% | 81 |
|
2019
Q4 | $2.22M | Sell |
6,800
-95
| -1% | -$30.9K | 0.35% | 62 |
|
2019
Q3 | $2.62M | Buy |
6,895
+695
| +11% | +$264K | 0.46% | 53 |
|
2019
Q2 | $2.26M | Sell |
6,200
-49
| -0.8% | -$17.8K | 0.41% | 53 |
|
2019
Q1 | $2.38M | Sell |
6,249
-150
| -2% | -$57.2K | 0.44% | 54 |
|
2018
Q4 | $2.06M | Sell |
6,399
-69
| -1% | -$22.3K | 0.43% | 56 |
|
2018
Q3 | $2.41M | Buy |
6,468
+1,176
| +22% | +$437K | 0.47% | 57 |
|
2018
Q2 | $1.78M | Sell |
5,292
-10
| -0.2% | -$3.36K | 0.38% | 60 |
|
2018
Q1 | $1.74M | Sell |
5,302
-50
| -0.9% | -$16.4K | 0.38% | 65 |
|
2017
Q4 | $1.58M | Sell |
5,352
-55
| -1% | -$16.2K | 0.34% | 73 |
|
2017
Q3 | $1.38M | Sell |
5,407
-83
| -2% | -$21.1K | 0.31% | 77 |
|
2017
Q2 | $1.09M | Buy |
5,490
+12
| +0.2% | +$2.37K | 0.25% | 87 |
|
2017
Q1 | $969K | Hold |
5,478
| – | – | 0.23% | 90 |
|
2016
Q4 | $853K | Sell |
5,478
-74
| -1% | -$11.5K | 0.22% | 91 |
|
2016
Q3 | $731K | Sell |
5,552
-1,004
| -15% | -$132K | 0.2% | 102 |
|
2016
Q2 | $851K | Sell |
6,556
-85
| -1% | -$11K | 0.24% | 90 |
|
2016
Q1 | $843K | Sell |
6,641
-529
| -7% | -$67.2K | 0.24% | 94 |
|
2015
Q4 | $1.04M | Sell |
7,170
-199
| -3% | -$28.8K | 0.31% | 83 |
|
2015
Q3 | $965K | Sell |
7,369
-80
| -1% | -$10.5K | 0.32% | 90 |
|
2015
Q2 | $1.03M | Buy |
+7,449
| New | +$1.03M | 0.33% | 93 |
|