HBK Sorce Advisory’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.1M | Buy |
8,841
+194
| +2% | +$44.2K | 0.04% | 148 |
|
|
2025
Q4 | $2.1M | Buy |
8,647
+207
| +2% | +$42.6K | 0.05% | 150 |
|
|
2025
Q3 | $1.81M | Buy |
8,440
+543
| +7% | +$122K | 0.05% | 151 |
|
|
2025
Q2 | $1.65M | Sell |
7,897
-1,450
| -16% | -$274K | 0.04% | 158 |
|
|
2025
Q1 | $1.59M | Sell |
9,347
-327
| -3% | -$56.6K | 0.05% | 160 |
|
|
2024
Q4 | $1.71M | Buy |
9,674
+264
| +3% | +$41.4K | 0.05% | 151 |
|
|
2024
Q3 | $1.43M | Sell |
9,410
-584
| -6% | -$100K | 0.04% | 175 |
|
|
2024
Q2 | $1.82M | Buy |
9,994
+624
| +7% | +$111K | 0.06% | 147 |
|
|
2024
Q1 | $1.81M | Sell |
9,370
-1,036
| -10% | -$213K | 0.06% | 152 |
|
|
2023
Q4 | $2.71M | Sell |
10,406
-503
| -5% | -$108K | 0.1% | 115 |
|
|
2023
Q3 | $2.09M | Sell |
10,909
-61
| -0.6% | -$13.3K | 0.09% | 128 |
|
|
2023
Q2 | $2.32M | Sell |
10,970
-163
| -1% | -$33.9K | 0.1% | 124 |
|
|
2023
Q1 | $2.36M | Sell |
11,133
-12,253
| -52% | -$2.55M | 0.11% | 117 |
|
|
2022
Q4 | $4.46M | Buy |
23,386
+14,188
| +154% | +$2.32M | 0.12% | 119 |
|
|
2022
Q3 | $1.11M | Sell |
9,198
-1,301
| -12% | -$200K | 0.07% | 159 |
|
|
2022
Q2 | $1.44M | Sell |
10,499
-1,906
| -15% | -$281K | 0.11% | 127 |
|
|
2022
Q1 | $2.38M | Sell |
12,405
-3,142
| -20% | -$631K | 0.13% | 112 |
|
|
2021
Q4 | $3.13M | Sell |
15,547
-374
| -2% | -$79K | 0.16% | 97 |
|
|
2021
Q3 | $3.5M | Sell |
15,921
-70
| -0.4% | -$15.6K | 0.19% | 78 |
|
|
2021
Q2 | $3.83M | Buy |
15,991
+1,572
| +11% | +$380K | 0.21% | 73 |
|
|
2021
Q1 | $3.67M | Sell |
14,419
-2,758
| -16% | -$613K | 0.22% | 69 |
|
|
2020
Q4 | $3.68M | Buy |
17,177
+3,570
| +26% | +$686K | 0.23% | 60 |
|
|
2020
Q3 | $2.25M | Buy |
13,607
+1,026
| +8% | +$175K | 0.16% | 90 |
|
|
2020
Q2 | $2.31M | Buy |
12,581
+3,948
| +46% | +$607K | 0.17% | 89 |
|
|
2020
Q1 | $1.29M | Sell |
8,633
-814
| -9% | -$223K | 0.13% | 114 |
|
|
2019
Q4 | $3.08M | Sell |
9,447
-17
| -0.2% | -$6.02K | 0.27% | 70 |
|
|
2019
Q3 | $3.6M | Buy |
9,464
+538
| +6% | +$192K | 0.34% | 56 |
|
|
2019
Q2 | $3.25M | Sell |
8,926
-1,628
| -15% | -$594K | 0.31% | 65 |
|
|
2019
Q1 | $4.03M | Buy |
10,554
+864
| +9% | +$333K | 0.4% | 48 |
|
|
2018
Q4 | $3.13M | Sell |
9,690
-31
| -0.3% | -$10.7K | 0.36% | 63 |
|
|
2018
Q3 | $3.62M | Buy |
9,721
+297
| +3% | +$104K | 0.41% | 45 |
|
|
2018
Q2 | $3.16M | Buy |
9,424
+431
| +5% | +$148K | 0.36% | 54 |
|
|
2018
Q1 | $2.95M | Sell |
8,993
-962
| -10% | -$325K | 0.37% | 53 |
|
|
2017
Q4 | $2.94M | Buy |
9,955
+3,272
| +49% | +$886K | 0.35% | 53 |
|
|
2017
Q3 | $1.7M | Sell |
6,683
-29
| -0.4% | -$6.76K | 0.26% | 62 |
|
|
2017
Q2 | $1.33M | Buy |
+6,712
| New | +$1.25M | 0.21% | 72 |
|
|
2017
Q1 | – | Sell |
-7,211
| Closed | -$1.23M | – | 312 |
|
|
2016
Q4 | $1.12M | Sell |
7,211
-991
| -12% | -$145K | 0.2% | 83 |
|
|
2016
Q3 | $1.08M | Buy |
8,202
+476
| +6% | +$62.7K | 0.21% | 77 |
|
|
2016
Q2 | $1M | Buy |
7,726
+97
| +1% | +$12.6K | 0.21% | 74 |
|
|
2016
Q1 | $969K | Buy |
7,629
+3,373
| +79% | +$419K | 0.23% | 70 |
|
|
2015
Q4 | $615K | Sell |
4,256
-349
| -8% | -$50.3K | 0.16% | 95 |
|
|
2015
Q3 | $603K | Buy |
4,605
+2,525
| +121% | +$350K | 0.2% | 80 |
|
|
2015
Q2 | $289K | Buy |
2,080
+48
| +2% | +$7K | 0.1% | 141 |
|
|
2015
Q1 | $305K | Buy |
2,032
+222
| +12% | +$32.3K | 0.11% | 131 |
|
|
2014
Q4 | $235K | Buy |
1,810
+186
| +11% | +$23.6K | 0.08% | 169 |
|
|
2014
Q3 | $207K | Sell |
1,624
-108
| -6% | -$13.6K | 0.07% | 177 |
|
|
2014
Q2 | $220K | Sell |
1,732
-234
| -12% | -$30.5K | 0.08% | 175 |
|
|
2014
Q1 | $247K | Sell |
1,966
-163
| -8% | -$21.2K | 0.09% | 147 |
|
|
2013
Q4 | $291K | Sell |
2,129
-76
| -3% | -$9.88K | 0.1% | 124 |
|
|
2013
Q3 | $259K | Sell |
2,205
-2,205
| -50% | -$238K | 0.11% | 135 |
|
|
2013
Q2 | $452K | Buy |
+4,410
| New | +$419K | 0.1% | 146 |
|
Other funds holding BA
VCM
VPM
