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