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