Financial Advocates Investment Management’s Boeing BA Stock Holding History

Financial Advocates Investment Management’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Sell	5,707 -21,012	-79%	-$4.4M	0.1%	200
2025 Q1	$4.56M	Sell	26,719 -5,822	-18%	-$993K	0.32%	70
2024 Q4	$5.76M	Buy	32,541 +2,474	+8%	+$438K	0.33%	65
2024 Q3	$4.57M	Buy	30,067 +1,184	+4%	+$180K	0.26%	92
2024 Q2	$5.26M	Sell	28,883 -1,586	-5%	-$289K	0.33%	66
2024 Q1	$5.88M	Sell	30,469 -708	-2%	-$137K	0.34%	75
2023 Q4	$8.13M	Buy	31,177 +1,580	+5%	+$412K	0.53%	37
2023 Q3	$5.67M	Buy	29,597 +1,599	+6%	+$306K	0.41%	62
2023 Q2	$5.91M	Sell	27,998 -550	-2%	-$116K	0.42%	55
2023 Q1	$6.06M	Buy	28,548 +880	+3%	+$187K	0.44%	42
2022 Q4	$5.27M	Sell	27,668 -1,500	-5%	-$286K	0.39%	59
2022 Q3	$3.52M	Sell	29,168 -496	-2%	-$59.9K	0.29%	88
2022 Q2	$4.06M	Sell	29,664 -3,717	-11%	-$508K	0.33%	80
2022 Q1	$6.39M	Buy	33,381 +978	+3%	+$187K	0.42%	49
2021 Q4	$6.14M	Sell	32,403 -1,138	-3%	-$216K	0.39%	48
2021 Q3	$7.38M	Sell	33,541 -4,264	-11%	-$938K	0.5%	35
2021 Q2	$9.06M	Sell	37,805 -6,367	-14%	-$1.53M	0.61%	26
2021 Q1	$11.3M	Sell	44,172 -785	-2%	-$200K	0.8%	19
2020 Q4	$9.62M	Buy	44,957 +1,927	+4%	+$412K	0.66%	28
2020 Q3	$7.11M	Buy	43,030 +1,523	+4%	+$252K	0.61%	28
2020 Q2	$7.74M	Buy	41,507 +11,197	+37%	+$2.09M	0.73%	21
2020 Q1	$4.52M	Buy	30,310 +12,665	+72%	+$1.89M	0.64%	34
2019 Q4	$5.75M	Sell	17,645 -1,974	-10%	-$643K	0.61%	31
2019 Q3	$7.47M	Sell	19,619 -1,119	-5%	-$426K	0.85%	21
2019 Q2	$7.55M	Buy	20,738 +470	+2%	+$171K	0.88%	22
2019 Q1	$7.73M	Buy	20,268 +2,937	+17%	+$1.12M	0.96%	17
2018 Q4	$5.59M	Sell	17,331 -4,724	-21%	-$1.52M	0.76%	23
2018 Q3	$8.2M	Sell	22,055 -425	-2%	-$158K	0.92%	20
2018 Q2	$7.03M	Buy	22,480 +961	+4%	+$300K	0.85%	24
2018 Q1	$6.57M	Buy	21,519 +6,522	+43%	+$1.99M	0.85%	27
2017 Q4	$4.42M	Buy	+14,997	New	+$4.42M	0.6%	36