FinTrust Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.85M | Sell |
11,742
-841
| -7% | -$133K | 0.31% | 72 |
|
2024
Q2 | $2.29M | Buy |
12,583
+3,301
| +36% | +$601K | 0.42% | 46 |
|
2024
Q1 | $1.79M | Buy |
9,282
+429
| +5% | +$82.8K | 0.35% | 63 |
|
2023
Q4 | $2.31M | Buy |
8,853
+3,181
| +56% | +$829K | 0.46% | 38 |
|
2023
Q3 | $1.09M | Buy |
5,672
+4,379
| +339% | +$839K | 0.24% | 95 |
|
2023
Q2 | $246K | Sell |
1,293
-1
| -0.1% | -$190 | 0.06% | 235 |
|
2023
Q1 | $246K | Hold |
1,294
| – | – | 0.06% | 231 |
|
2022
Q4 | $246K | Buy |
1,294
+375
| +41% | +$71.4K | 0.06% | 232 |
|
2022
Q3 | $126K | Sell |
919
-150
| -14% | -$20.6K | 0.03% | 330 |
|
2022
Q2 | $169K | Sell |
1,069
-162
| -13% | -$25.6K | 0.04% | 286 |
|
2022
Q1 | $236K | Buy |
1,231
+180
| +17% | +$34.5K | 0.05% | 253 |
|
2021
Q4 | $212K | Sell |
1,051
-762
| -42% | -$154K | 0.05% | 281 |
|
2021
Q3 | $399K | Buy |
1,813
+975
| +116% | +$215K | 0.11% | 175 |
|
2021
Q2 | $201K | Buy |
838
+15
| +2% | +$3.6K | 0.05% | 277 |
|
2021
Q1 | $210K | Sell |
823
-21
| -2% | -$5.36K | 0.06% | 257 |
|
2020
Q4 | $181K | Buy |
844
+51
| +6% | +$10.9K | 0.06% | 259 |
|
2020
Q3 | $131 | Sell |
793
-471
| -37% | -$78 | 0.03% | 311 |
|
2020
Q2 | $232K | Sell |
1,264
-155
| -11% | -$28.4K | 0.09% | 178 |
|
2020
Q1 | $212K | Sell |
1,419
-190
| -12% | -$28.4K | 0.1% | 170 |
|
2019
Q4 | $524K | Sell |
1,609
-674
| -30% | -$220K | 0.21% | 104 |
|
2019
Q3 | $869K | Buy |
2,283
+547
| +32% | +$208K | 0.3% | 48 |
|
2019
Q2 | $632K | Sell |
1,736
-713
| -29% | -$260K | 0.25% | 85 |
|
2019
Q1 | $934K | Buy |
2,449
+204
| +9% | +$77.8K | 0.39% | 47 |
|
2018
Q4 | $724K | Buy |
+2,245
| New | +$724K | 0.36% | 59 |
|