JNBA Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
524
-96
| -15% | -$20.1K | 0.01% | 213 |
|
|
2025
Q1 | $106K | Buy |
620
+140
| +29% | +$23.9K | 0.01% | 212 |
|
|
2024
Q4 | $85K | Buy |
480
+47
| +11% | +$8.32K | 0.01% | 235 |
|
|
2024
Q3 | $65.8K | Sell |
433
-570
| -57% | -$86.7K | 0.01% | 263 |
|
|
2024
Q2 | $183K | Sell |
1,003
-219
| -18% | -$39.9K | 0.02% | 189 |
|
|
2024
Q1 | $236K | Sell |
1,222
-12
| -1% | -$2.32K | 0.02% | 179 |
|
|
2023
Q4 | $322K | Hold |
1,234
| – | – | 0.04% | 165 |
|
|
2023
Q3 | $237K | Buy |
1,234
+20
| +2% | +$3.83K | 0.03% | 180 |
|
|
2023
Q2 | $256K | Hold |
1,214
| – | – | 0.03% | 177 |
|
|
2023
Q1 | $258K | Sell |
1,214
-55
| -4% | -$11.7K | 0.03% | 176 |
|
|
2022
Q4 | $242K | Hold |
1,269
| – | – | 0.03% | 175 |
|
|
2022
Q3 | $154K | Hold |
1,269
| – | – | 0.02% | 198 |
|
|
2022
Q2 | $173K | Hold |
1,269
| – | – | 0.03% | 191 |
|
|
2022
Q1 | $243K | Sell |
1,269
-85
| -6% | -$16.3K | 0.03% | 178 |
|
|
2021
Q4 | $273K | Buy |
1,354
+85
| +7% | +$17.1K | 0.03% | 170 |
|
|
2021
Q3 | $279K | Buy |
1,269
+100
| +9% | +$22K | 0.04% | 167 |
|
|
2021
Q2 | $280K | Hold |
1,169
| – | – | 0.04% | 165 |
|
|
2021
Q1 | $298K | Buy |
1,169
+50
| +4% | +$12.7K | 0.04% | 158 |
|
|
2020
Q4 | $240K | Hold |
1,119
| – | – | 0.04% | 162 |
|
|
2020
Q3 | $185K | Hold |
1,119
| – | – | 0.04% | 159 |
|
|
2020
Q2 | $205K | Hold |
1,119
| – | – | 0.04% | 149 |
|
|
2020
Q1 | $167K | Sell |
1,119
-100
| -8% | -$14.9K | 0.04% | 151 |
|
|
2019
Q4 | $397K | Sell |
1,219
-17
| -1% | -$5.54K | 0.08% | 107 |
|
|
2019
Q3 | $470K | Sell |
1,236
-83
| -6% | -$31.6K | 0.1% | 99 |
|
|
2019
Q2 | $480K | Buy |
1,319
+100
| +8% | +$36.4K | 0.1% | 99 |
|
|
2019
Q1 | $465K | Buy |
1,219
+884
| +264% | +$337K | 0.1% | 94 |
|
|
2018
Q4 | $108K | Sell |
335
-582
| -63% | -$188K | 0.02% | 156 |
|
|
2018
Q3 | $341K | Buy |
917
+603
| +192% | +$224K | 0.15% | 94 |
|
|
2018
Q2 | $105K | Hold |
314
| – | – | 0.02% | 170 |
|
|
2018
Q1 | $103K | Sell |
314
-18
| -5% | -$5.9K | 0.02% | 164 |
|
|
2017
Q4 | $98K | Hold |
332
| – | – | 0.02% | 173 |
|
|
2017
Q3 | $84K | Hold |
332
| – | – | 0.02% | 177 |
|
|
2017
Q2 | $66K | Hold |
332
| – | – | 0.02% | 187 |
|
|
2017
Q1 | $59K | Sell |
332
-74
| -18% | -$13.2K | 0.01% | 190 |
|
|
2016
Q4 | $63K | Sell |
406
-15,045
| -97% | -$2.33M | 0.02% | 191 |
|
|
2016
Q3 | $2.04M | Buy |
15,451
+15,045
| +3,706% | +$1.98M | 0.3% | 31 |
|
|
2016
Q2 | $53K | Hold |
406
| – | – | 0.01% | 202 |
|
|
2016
Q1 | $52K | Buy |
406
+100
| +33% | +$12.8K | 0.02% | 193 |
|
|
2015
Q4 | $44K | Hold |
306
| – | – | 0.02% | 206 |
|
|
2015
Q3 | $40K | Buy |
306
+10
| +3% | +$1.31K | 0.02% | 203 |
|
|
2015
Q2 | $41K | Hold |
296
| – | – | 0.02% | 200 |
|
|
2015
Q1 | $44K | Hold |
296
| – | – | 0.02% | 198 |
|
|
2014
Q4 | $38K | Hold |
296
| – | – | 0.02% | 210 |
|
|
2014
Q3 | $38K | Hold |
296
| – | – | 0.02% | 214 |
|
|
2014
Q2 | $38K | Hold |
296
| – | – | 0.02% | 200 |
|
|
2014
Q1 | $37K | Buy |
296
+30
| +11% | +$3.75K | 0.02% | 189 |
|
|
2013
Q4 | $36K | Hold |
266
| – | – | 0.02% | 183 |
|
|
2013
Q3 | $31K | Hold |
266
| – | – | 0.02% | 188 |
|
|
2013
Q2 | $27K | Buy |
+266
| New | +$27K | 0.02% | 177 |
|