Kings Point Capital Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $457K | Sell |
2,387
-183
| -7% | -$35K | 0.04% | 137 |
|
2021
Q4 | $517K | Buy |
2,570
+33
| +1% | +$6.64K | 0.04% | 138 |
|
2021
Q3 | $558K | Sell |
2,537
-305
| -11% | -$67.1K | 0.05% | 130 |
|
2021
Q2 | $681K | Buy |
2,842
+77
| +3% | +$18.5K | 0.06% | 125 |
|
2021
Q1 | $704K | Buy |
2,765
+460
| +20% | +$117K | 0.07% | 117 |
|
2020
Q4 | $493K | Sell |
2,305
-1,427
| -38% | -$305K | 0.05% | 131 |
|
2020
Q3 | $617K | Sell |
3,732
-31,649
| -89% | -$5.23M | 0.08% | 118 |
|
2020
Q2 | $6.49M | Sell |
35,381
-823
| -2% | -$151K | 0.94% | 41 |
|
2020
Q1 | $5.4M | Buy |
36,204
+418
| +1% | +$62.3K | 0.95% | 43 |
|
2019
Q4 | $11.7M | Buy |
35,786
+3,546
| +11% | +$1.16M | 1.72% | 15 |
|
2019
Q3 | $12.3M | Buy |
32,240
+1,425
| +5% | +$542K | 2.08% | 10 |
|
2019
Q2 | $11.2M | Buy |
30,815
+768
| +3% | +$280K | 2.05% | 13 |
|
2019
Q1 | $11.5M | Sell |
30,047
-81
| -0.3% | -$30.9K | 2.28% | 10 |
|
2018
Q4 | $9.72M | Buy |
30,128
+264
| +0.9% | +$85.1K | 2.17% | 11 |
|
2018
Q3 | $11.1M | Buy |
29,864
+102
| +0.3% | +$37.9K | 2.07% | 10 |
|
2018
Q2 | $9.99M | Buy |
29,762
+358
| +1% | +$120K | 1.97% | 11 |
|
2018
Q1 | $9.64M | Sell |
29,404
-19,915
| -40% | -$6.53M | 1.95% | 9 |
|
2017
Q4 | $14.5M | Sell |
49,319
-611
| -1% | -$180K | 3.06% | 1 |
|
2017
Q3 | $12.7M | Sell |
49,930
-2,065
| -4% | -$525K | 2.83% | 2 |
|
2017
Q2 | $10.3M | Sell |
51,995
-564
| -1% | -$112K | 2.39% | 5 |
|
2017
Q1 | $9.3M | Sell |
52,559
-4,253
| -7% | -$752K | 2.18% | 7 |
|
2016
Q4 | $8.84M | Sell |
56,812
-1,600
| -3% | -$249K | 2.18% | 9 |
|
2016
Q3 | $7.7M | Sell |
58,412
-6,798
| -10% | -$896K | 2.03% | 18 |
|
2016
Q2 | $8.47M | Buy |
65,210
+302
| +0.5% | +$39.2K | 2.17% | 13 |
|
2016
Q1 | $8.24M | Buy |
64,908
+2,057
| +3% | +$261K | 2.1% | 15 |
|
2015
Q4 | $9.09M | Sell |
62,851
-970
| -2% | -$140K | 2.25% | 12 |
|
2015
Q3 | $8.36M | Buy |
63,821
+9,420
| +17% | +$1.23M | 2.2% | 11 |
|
2015
Q2 | $7.55M | Buy |
54,401
+1,754
| +3% | +$243K | 1.83% | 18 |
|
2015
Q1 | $7.9M | Buy |
52,647
+829
| +2% | +$124K | 1.98% | 16 |
|
2014
Q4 | $6.74M | Buy |
51,818
+27,380
| +112% | +$3.56M | 1.82% | 21 |
|
2014
Q3 | $3.11M | Buy |
24,438
+22,237
| +1,010% | +$2.83M | 0.94% | 38 |
|
2014
Q2 | $280K | Buy |
2,201
+104
| +5% | +$13.2K | 0.08% | 93 |
|
2014
Q1 | $263K | Buy |
2,097
+14
| +0.7% | +$1.76K | 0.09% | 91 |
|
2013
Q4 | $284K | Hold |
2,083
| – | – | 0.1% | 82 |
|
2013
Q3 | $245K | Hold |
2,083
| – | – | 0.09% | 83 |
|
2013
Q2 | $213K | Buy |
+2,083
| New | +$213K | 0.09% | 95 |
|