Golden State Equity Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Sell |
4,376
-792
| -15% | -$166K | 0.17% | 151 |
|
|
2025
Q1 | $881K | Sell |
5,168
-785
| -13% | -$134K | 0.17% | 149 |
|
|
2024
Q4 | $1.05M | Buy |
5,953
+5,876
| +7,631% | +$1.04M | 0.2% | 124 |
|
|
2024
Q3 | $11.7K | Sell |
77
-2,459
| -97% | -$374K | 0.01% | 562 |
|
|
2024
Q2 | $462K | Buy |
+2,536
| New | +$462K | 0.1% | 235 |
|
|
2023
Q4 | $716K | Sell |
2,747
-72
| -3% | -$18.8K | 0.17% | 134 |
|
|
2023
Q3 | $540K | Sell |
2,819
-83
| -3% | -$15.9K | 0.15% | 159 |
|
|
2023
Q2 | $613K | Buy |
2,902
+1,935
| +200% | +$409K | 0.17% | 145 |
|
|
2023
Q1 | $205K | Buy |
+967
| New | +$205K | 0.11% | 200 |
|
|
2021
Q4 | – | Sell |
-3,196
| Closed | -$703K | – | 187 |
|
|
2021
Q3 | $703K | Sell |
3,196
-4,392
| -58% | -$966K | 0.29% | 84 |
|
|
2021
Q2 | $1.82M | Buy |
7,588
+2,473
| +48% | +$593K | 0.7% | 29 |
|
|
2021
Q1 | $1.3M | Sell |
5,115
-582
| -10% | -$148K | 0.74% | 39 |
|
|
2020
Q4 | $1.22M | Buy |
+5,697
| New | +$1.22M | 0.84% | 39 |
|