Financial Advocates Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,707
| Closed | -$1.2M | – | 137 |
|
|
2025
Q2 | $1.2M | Sell |
5,707
-21,012
| -79% | -$3.97M | 0.1% | 200 |
|
|
2025
Q1 | $4.56M | Sell |
26,719
-5,822
| -18% | -$1.01M | 0.32% | 70 |
|
|
2024
Q4 | $5.76M | Buy |
32,541
+2,474
| +8% | +$388K | 0.33% | 65 |
|
|
2024
Q3 | $4.57M | Buy |
30,067
+1,184
| +4% | +$203K | 0.26% | 92 |
|
|
2024
Q2 | $5.26M | Sell |
28,883
-1,586
| -5% | -$283K | 0.33% | 66 |
|
|
2024
Q1 | $5.88M | Sell |
30,469
-708
| -2% | -$145K | 0.34% | 75 |
|
|
2023
Q4 | $8.13M | Buy |
31,177
+1,580
| +5% | +$338K | 0.53% | 37 |
|
|
2023
Q3 | $5.67M | Buy |
29,597
+1,599
| +6% | +$350K | 0.41% | 63 |
|
|
2023
Q2 | $5.91M | Sell |
27,998
-550
| -2% | -$114K | 0.42% | 56 |
|
|
2023
Q1 | $6.06M | Buy |
28,548
+880
| +3% | +$183K | 0.44% | 47 |
|
|
2022
Q4 | $5.27M | Sell |
27,668
-1,500
| -5% | -$245K | 0.39% | 59 |
|
|
2022
Q3 | $3.52M | Sell |
29,168
-496
| -2% | -$76.1K | 0.29% | 90 |
|
|
2022
Q2 | $4.05M | Sell |
29,664
-3,717
| -11% | -$548K | 0.33% | 80 |
|
|
2022
Q1 | $6.39M | Buy |
33,381
+978
| +3% | +$196K | 0.42% | 49 |
|
|
2021
Q4 | $6.14M | Sell |
32,403
-1,138
| -3% | -$240K | 0.39% | 52 |
|
|
2021
Q3 | $7.38M | Sell |
33,541
-4,264
| -11% | -$951K | 0.5% | 36 |
|
|
2021
Q2 | $9.06M | Sell |
37,805
-6,367
| -14% | -$1.54M | 0.61% | 28 |
|
|
2021
Q1 | $11.3M | Sell |
44,172
-785
| -2% | -$174K | 0.8% | 20 |
|
|
2020
Q4 | $9.62M | Buy |
44,957
+1,927
| +4% | +$370K | 0.66% | 29 |
|
|
2020
Q3 | $7.11M | Buy |
43,030
+1,523
| +4% | +$260K | 0.61% | 28 |
|
|
2020
Q2 | $7.74M | Buy |
41,507
+11,197
| +37% | +$1.72M | 0.73% | 24 |
|
|
2020
Q1 | $4.52M | Buy |
30,310
+12,665
| +72% | +$3.47M | 0.64% | 35 |
|
|
2019
Q4 | $5.75M | Sell |
17,645
-1,974
| -10% | -$699K | 0.61% | 32 |
|
|
2019
Q3 | $7.46M | Sell |
19,619
-1,119
| -5% | -$400K | 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% | +$1.13M | 0.96% | 17 |
|
|
2018
Q4 | $5.59M | Sell |
17,331
-4,724
| -21% | -$1.63M | 0.76% | 23 |
|
|
2018
Q3 | $8.2M | Sell |
22,055
-425
| -2% | -$149K | 0.92% | 20 |
|
|
2018
Q2 | $7.03M | Buy |
22,480
+961
| +4% | +$331K | 0.85% | 24 |
|
|
2018
Q1 | $6.57M | Buy |
21,519
+6,522
| +43% | +$2.2M | 0.85% | 27 |
|
|
2017
Q4 | $4.42M | Buy |
+14,997
| New | +$4.06M | 0.6% | 36 |
|
Other funds holding BA
Financial Advocates Investment Management's BA Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Boeing (BA) in Q3 2025, closing a stake of 5,707 shares — an estimated $1.2M sold.
Financial Advocates Investment Management first reported a position in BA in Q4 2017 and held it in 31 quarters. The position peaked at $11.3M in Q1 2021. 2,379 funds tracked by Wall St. Rank hold BA as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Boeing position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 5,707 Boeing shares in Q3 2025, an estimated $1.2M.
- Financial Advocates Investment Management first reported a position in Boeing in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Boeing position peaked at $11.3M in Q1 2021.
- 2,379 funds tracked by Wall St. Rank held Boeing as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.