Key Financial Inc’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 | $181K | Buy |
911
+100
| +12% | +$22.8K | 0.03% | 305 |
|
|
2025
Q4 | $176K | Buy |
811
+101
| +14% | +$20.8K | 0.03% | 307 |
|
|
2025
Q3 | $153K | Sell |
710
-49
| -6% | -$11K | 0.03% | 331 |
|
|
2025
Q2 | $159K | Sell |
759
-2,916
| -79% | -$551K | 0.03% | 312 |
|
|
2025
Q1 | $627K | Sell |
3,675
-1,478
| -29% | -$256K | 0.14% | 130 |
|
|
2024
Q4 | $912K | Sell |
5,153
-2,848
| -36% | -$447K | 0.21% | 91 |
|
|
2024
Q3 | $1.22M | Buy |
8,001
+3,009
| +60% | +$516K | 0.27% | 67 |
|
|
2024
Q2 | $909K | Sell |
4,992
-3,000
| -38% | -$535K | 0.22% | 82 |
|
|
2024
Q1 | $1.54M | Hold |
7,992
| – | – | 0.39% | 52 |
|
|
2023
Q4 | $2.08M | Buy |
7,992
+3,000
| +60% | +$642K | 0.57% | 37 |
|
|
2023
Q3 | $957K | Buy |
4,992
+15
| +0.3% | +$3.28K | 0.32% | 60 |
|
|
2023
Q2 | $1.05M | Sell |
4,977
-58
| -1% | -$12K | 0.35% | 57 |
|
|
2023
Q1 | $1.07M | Buy |
5,035
+190
| +4% | +$39.5K | 0.39% | 51 |
|
|
2022
Q4 | $587K | Hold |
4,845
| – | – | 0.28% | 64 |
|
|
2022
Q3 | $587K | Buy |
4,845
+4,326
| +834% | +$663K | 0.28% | 62 |
|
|
2022
Q2 | $73K | Buy |
519
+3
| +0.6% | +$443 | 0.04% | 296 |
|
|
2022
Q1 | $99K | Hold |
516
| – | – | 0.05% | 247 |
|
|
2021
Q4 | $104K | Buy |
516
+217
| +73% | +$45.8K | 0.05% | 227 |
|
|
2021
Q3 | $66K | Hold |
299
| – | – | 0.04% | 299 |
|
|
2021
Q2 | $68K | Hold |
299
| – | – | 0.04% | 298 |
|
|
2021
Q1 | $76K | Hold |
299
| – | – | 0.05% | 219 |
|
|
2020
Q4 | $64K | Buy |
+299
| New | +$57.5K | 0.05% | 221 |
|
|
2020
Q2 | – | Sell |
-306
| Closed | -$47K | – | 136 |
|
|
2020
Q1 | $47K | Buy |
+306
| New | +$83.8K | 0.05% | 222 |
|
Other funds holding BA
VCM
VPM
