Kestra Advisory Services’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 | $31.4M | Buy |
157,665
+11,344
| +8% | +$2.58M | 0.12% | 167 |
|
|
2025
Q4 | $31.8M | Buy |
146,321
+20,201
| +16% | +$4.15M | 0.13% | 146 |
|
|
2025
Q3 | $27.2M | Buy |
126,120
+10,260
| +9% | +$2.31M | 0.12% | 156 |
|
|
2025
Q2 | $24.3M | Buy |
115,860
+3,858
| +3% | +$729K | 0.12% | 158 |
|
|
2025
Q1 | $19.1M | Buy |
112,002
+8,915
| +9% | +$1.54M | 0.09% | 190 |
|
|
2024
Q4 | $18.2M | Buy |
103,087
+8,450
| +9% | +$1.33M | 0.1% | 200 |
|
|
2024
Q3 | $14.4M | Sell |
94,637
-13,301
| -12% | -$2.28M | 0.08% | 269 |
|
|
2024
Q2 | $19.6M | Sell |
107,938
-8,029
| -7% | -$1.43M | 0.11% | 198 |
|
|
2024
Q1 | $22.4M | Sell |
115,967
-15
| -0% | -$3.08K | 0.15% | 133 |
|
|
2023
Q4 | $30.2M | Buy |
115,982
+1,640
| +1% | +$351K | 0.25% | 77 |
|
|
2023
Q3 | $21.9M | Buy |
114,342
+5,571
| +5% | +$1.22M | 0.22% | 97 |
|
|
2023
Q2 | $23M | Buy |
108,771
+4,029
| +4% | +$837K | 0.23% | 94 |
|
|
2023
Q1 | $22.3M | Sell |
104,742
-9,441
| -8% | -$1.96M | 0.24% | 88 |
|
|
2022
Q4 | $21.8M | Buy |
114,183
+7,022
| +7% | +$1.15M | 0.19% | 116 |
|
|
2022
Q3 | $13M | Buy |
107,161
+5,999
| +6% | +$920K | 0.14% | 174 |
|
|
2022
Q2 | $13.8M | Buy |
101,162
+12,394
| +14% | +$1.83M | 0.14% | 155 |
|
|
2022
Q1 | $17M | Sell |
88,768
-4,416
| -5% | -$886K | 0.18% | 127 |
|
|
2021
Q4 | $18.8M | Buy |
93,184
+2,925
| +3% | +$618K | 0.19% | 121 |
|
|
2021
Q3 | $19.9M | Sell |
90,259
-522
| -0.6% | -$116K | 0.2% | 118 |
|
|
2021
Q2 | $21.7M | Buy |
90,781
+7,736
| +9% | +$1.87M | 0.25% | 85 |
|
|
2021
Q1 | $21.2M | Sell |
83,045
-25,333
| -23% | -$5.63M | 0.27% | 78 |
|
|
2020
Q4 | $23.5M | Buy |
108,378
+29,318
| +37% | +$5.64M | 0.27% | 75 |
|
|
2020
Q3 | $13.2M | Buy |
+79,060
| New | +$13.5M | 0.25% | 98 |
|
Other funds holding BA
VCM
VPM
