Kestra Private Wealth Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
57,803
+3,938
| +7% | +$825K | 0.17% | 129 |
|
|
2025
Q1 | $9.19M | Sell |
53,865
-1,248
| -2% | -$213K | 0.15% | 155 |
|
|
2024
Q4 | $9.76M | Sell |
55,113
-4,558
| -8% | -$807K | 0.17% | 139 |
|
|
2024
Q3 | $9.07M | Buy |
59,671
+5,913
| +11% | +$899K | 0.17% | 138 |
|
|
2024
Q2 | $9.78M | Buy |
53,758
+20,431
| +61% | +$3.72M | 0.2% | 118 |
|
|
2024
Q1 | $6.43M | Sell |
33,327
-7,105
| -18% | -$1.37M | 0.15% | 164 |
|
|
2023
Q4 | $10.5M | Buy |
40,432
+719
| +2% | +$187K | 0.27% | 93 |
|
|
2023
Q3 | $7.61M | Buy |
39,713
+2,547
| +7% | +$488K | 0.24% | 103 |
|
|
2023
Q2 | $7.85M | Buy |
37,166
+1,741
| +5% | +$368K | 0.27% | 95 |
|
|
2023
Q1 | $7.53M | Buy |
35,425
+783
| +2% | +$166K | 0.3% | 89 |
|
|
2022
Q4 | $6.6M | Buy |
34,642
+1,257
| +4% | +$239K | 0.33% | 81 |
|
|
2022
Q3 | $4.04M | Sell |
33,385
-614
| -2% | -$74.3K | 0.23% | 109 |
|
|
2022
Q2 | $4.65M | Sell |
33,999
-353
| -1% | -$48.3K | 0.27% | 100 |
|
|
2022
Q1 | $6.58M | Buy |
34,352
+2,498
| +8% | +$478K | 0.33% | 73 |
|
|
2021
Q4 | $6.41M | Buy |
31,854
+491
| +2% | +$98.9K | 0.31% | 79 |
|
|
2021
Q3 | $6.9M | Buy |
31,363
+757
| +2% | +$166K | 0.38% | 52 |
|
|
2021
Q2 | $7.33M | Buy |
30,606
+3,181
| +12% | +$762K | 0.45% | 38 |
|
|
2021
Q1 | $6.99M | Sell |
27,425
-1,098
| -4% | -$280K | 0.49% | 39 |
|
|
2020
Q4 | $6.18M | Sell |
28,523
-466
| -2% | -$101K | 0.46% | 46 |
|
|
2020
Q3 | $4.79M | Buy |
+28,989
| New | +$4.79M | 0.42% | 60 |
|