ISB
Iowa State Bank’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+975
| New | +$204K | 0.04% | 119 |
|
|
2025
Q1 | – | Sell |
-1,370
| Closed | -$242K | – | 120 |
|
|
2024
Q4 | $242K | Sell |
1,370
-323
| -19% | -$57.2K | 0.05% | 101 |
|
|
2024
Q3 | $257K | Hold |
1,693
| – | – | 0.05% | 103 |
|
|
2024
Q2 | $308K | Sell |
1,693
-180
| -10% | -$32.8K | 0.07% | 96 |
|
|
2024
Q1 | $361K | Hold |
1,873
| – | – | 0.08% | 95 |
|
|
2023
Q4 | $488K | Hold |
1,873
| – | – | 0.12% | 91 |
|
|
2023
Q3 | $359K | Buy |
1,873
+243
| +15% | +$46.6K | 0.09% | 93 |
|
|
2023
Q2 | $344K | Sell |
1,630
-25
| -2% | -$5.28K | 0.09% | 95 |
|
|
2023
Q1 | $352K | Buy |
1,655
+25
| +2% | +$5.31K | 0.09% | 96 |
|
|
2022
Q4 | $310K | Buy |
+1,630
| New | +$310K | 0.08% | 101 |
|
|
2022
Q3 | – | Sell |
-1,660
| Closed | -$227K | – | 116 |
|
|
2022
Q2 | $227K | Buy |
1,660
+30
| +2% | +$4.1K | 0.06% | 105 |
|
|
2022
Q1 | $312K | Sell |
1,630
-998
| -38% | -$191K | 0.07% | 100 |
|
|
2021
Q4 | $529K | Sell |
2,628
-50
| -2% | -$10.1K | 0.12% | 94 |
|
|
2021
Q3 | $589K | Hold |
2,678
| – | – | 0.16% | 94 |
|
|
2021
Q2 | $642K | Buy |
2,678
+753
| +39% | +$181K | 0.18% | 91 |
|
|
2021
Q1 | $490K | Hold |
1,925
| – | – | 0.15% | 94 |
|
|
2020
Q4 | $412K | Sell |
1,925
-240
| -11% | -$51.4K | 0.14% | 91 |
|
|
2020
Q3 | $358K | Hold |
2,165
| – | – | 0.14% | 93 |
|
|
2020
Q2 | $397K | Sell |
2,165
-2,815
| -57% | -$516K | 0.17% | 80 |
|
|
2020
Q1 | $743K | Sell |
4,980
-103
| -2% | -$15.4K | 0.35% | 70 |
|
|
2019
Q4 | $1.66M | Hold |
5,083
| – | – | 0.59% | 53 |
|
|
2019
Q3 | $1.93M | Buy |
5,083
+2,481
| +95% | +$944K | 0.73% | 49 |
|
|
2019
Q2 | $947K | Sell |
2,602
-245
| -9% | -$89.2K | 0.42% | 59 |
|
|
2019
Q1 | $1.09M | Sell |
2,847
-49
| -2% | -$18.7K | 0.5% | 55 |
|
|
2018
Q4 | $934K | Sell |
2,896
-41
| -1% | -$13.2K | 0.47% | 55 |
|
|
2018
Q3 | $1.09M | Sell |
2,937
-20
| -0.7% | -$7.44K | 0.49% | 54 |
|
|
2018
Q2 | $992K | Sell |
2,957
-10
| -0.3% | -$3.36K | 0.47% | 55 |
|
|
2018
Q1 | $973K | Hold |
2,967
| – | – | 0.47% | 54 |
|
|
2017
Q4 | $875K | Buy |
2,967
+244
| +9% | +$72K | 0.39% | 56 |
|
|
2017
Q3 | $692K | Sell |
2,723
-130
| -5% | -$33K | 0.33% | 63 |
|
|
2017
Q2 | $564K | Buy |
2,853
+250
| +10% | +$49.4K | 0.27% | 63 |
|
|
2017
Q1 | $460K | Hold |
2,603
| – | – | 0.23% | 64 |
|
|
2016
Q4 | $405K | Sell |
2,603
-62
| -2% | -$9.65K | 0.21% | 67 |
|
|
2016
Q3 | $351K | Sell |
2,665
-1,910
| -42% | -$252K | 0.19% | 66 |
|
|
2016
Q2 | $594K | Hold |
4,575
| – | – | 0.32% | 56 |
|
|
2016
Q1 | $581K | Hold |
4,575
| – | – | 0.33% | 56 |
|
|
2015
Q4 | $661K | Sell |
4,575
-265
| -5% | -$38.3K | 0.39% | 50 |
|
|
2015
Q3 | $634K | Buy |
4,840
+91
| +2% | +$11.9K | 0.43% | 47 |
|
|
2015
Q2 | $659K | Hold |
4,749
| – | – | 0.42% | 49 |
|
|
2015
Q1 | $713K | Hold |
4,749
| – | – | 0.45% | 48 |
|
|
2014
Q4 | $617K | Buy |
4,749
+1,224
| +35% | +$159K | 0.39% | 50 |
|
|
2014
Q3 | $449K | Hold |
3,525
| – | – | 0.3% | 54 |
|
|
2014
Q2 | $448K | Sell |
3,525
-82
| -2% | -$10.4K | 0.3% | 54 |
|
|
2014
Q1 | $453K | Sell |
3,607
-118
| -3% | -$14.8K | 0.32% | 53 |
|
|
2013
Q4 | $508K | Hold |
3,725
| – | – | 0.37% | 53 |
|
|
2013
Q3 | $438K | Buy |
3,725
+200
| +6% | +$23.5K | 0.34% | 54 |
|
|
2013
Q2 | $361K | Buy |
+3,525
| New | +$361K | 0.3% | 56 |
|