Gladstone Institutional Advisory’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.82M | Buy |
13,446
+1,139
| +9% | +$239K | 0.12% | 188 |
|
2025
Q1 | $2.1M | Sell |
12,307
-1,634
| -12% | -$279K | 0.1% | 221 |
|
2024
Q4 | $2.47M | Buy |
13,941
+4,774
| +52% | +$845K | 0.11% | 192 |
|
2024
Q3 | $1.39M | Buy |
9,167
+431
| +5% | +$65.5K | 0.07% | 277 |
|
2024
Q2 | $1.59M | Buy |
8,736
+128
| +1% | +$23.3K | 0.08% | 247 |
|
2024
Q1 | $1.66M | Sell |
8,608
-1,767
| -17% | -$341K | 0.09% | 232 |
|
2023
Q4 | $2.7M | Sell |
10,375
-2,191
| -17% | -$571K | 0.15% | 170 |
|
2023
Q3 | $2.41M | Sell |
12,566
-390
| -3% | -$74.8K | 0.16% | 165 |
|
2023
Q2 | $2.74M | Sell |
12,956
-4,977
| -28% | -$1.05M | 0.17% | 154 |
|
2023
Q1 | $3.81M | Buy |
17,933
+3,170
| +21% | +$673K | 0.25% | 121 |
|
2022
Q4 | $2.81M | Buy |
14,763
+4,496
| +44% | +$856K | 0.2% | 147 |
|
2022
Q3 | $1.24M | Buy |
10,267
+10
| +0.1% | +$1.21K | 0.1% | 238 |
|
2022
Q2 | $1.4M | Sell |
10,257
-452
| -4% | -$61.8K | 0.11% | 213 |
|
2022
Q1 | $2.05M | Sell |
10,709
-218
| -2% | -$41.8K | 0.14% | 186 |
|
2021
Q4 | $2.2M | Sell |
10,927
-527
| -5% | -$106K | 0.17% | 159 |
|
2021
Q3 | $2.52M | Buy |
11,454
+111
| +1% | +$24.4K | 0.25% | 119 |
|
2021
Q2 | $2.72M | Sell |
11,343
-585
| -5% | -$140K | 0.32% | 81 |
|
2021
Q1 | $3.04M | Buy |
11,928
+6,027
| +102% | +$1.54M | 0.47% | 54 |
|
2020
Q4 | $1.26M | Buy |
5,901
+123
| +2% | +$26.3K | 0.25% | 89 |
|
2020
Q3 | $955K | Buy |
5,778
+661
| +13% | +$109K | 0.23% | 102 |
|
2020
Q2 | $938K | Buy |
5,117
+96
| +2% | +$17.6K | 0.24% | 88 |
|
2020
Q1 | $749K | Buy |
5,021
+3,449
| +219% | +$514K | 0.19% | 109 |
|
2019
Q4 | $512K | Buy |
1,572
+196
| +14% | +$63.8K | 0.13% | 131 |
|
2019
Q3 | $524K | Buy |
1,376
+400
| +41% | +$152K | 0.13% | 133 |
|
2019
Q2 | $356K | Buy |
976
+314
| +47% | +$115K | 0.11% | 181 |
|
2019
Q1 | $253K | Buy |
+662
| New | +$253K | 0.09% | 170 |
|