Lakeside 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 | $700K | Hold |
3,340
| – | – | 0.45% | 34 |
|
|
2025
Q1 | $570K | Sell |
3,340
-40
| -1% | -$6.82K | 0.38% | 36 |
|
|
2024
Q4 | $598K | Sell |
3,380
-100
| -3% | -$17.7K | 0.4% | 36 |
|
|
2024
Q3 | $529K | Sell |
3,480
-150
| -4% | -$22.8K | 0.33% | 41 |
|
|
2024
Q2 | $661K | Sell |
3,630
-200
| -5% | -$36.4K | 0.43% | 36 |
|
|
2024
Q1 | $739K | Sell |
3,830
-50
| -1% | -$9.65K | 0.47% | 34 |
|
|
2023
Q4 | $1.01M | Hold |
3,880
| – | – | 0.7% | 27 |
|
|
2023
Q3 | $744K | Sell |
3,880
-100
| -3% | -$19.2K | 0.57% | 32 |
|
|
2023
Q2 | $840K | Sell |
3,980
-40
| -1% | -$8.45K | 0.62% | 32 |
|
|
2023
Q1 | $854K | Sell |
4,020
-18
| -0.4% | -$3.82K | 0.66% | 29 |
|
|
2022
Q4 | $769K | Hold |
4,038
| – | – | 0.63% | 31 |
|
|
2022
Q3 | $489K | Hold |
4,038
| – | – | 0.44% | 36 |
|
|
2022
Q2 | $552K | Hold |
4,038
| – | – | 0.47% | 33 |
|
|
2022
Q1 | $773K | Hold |
4,038
| – | – | 0.58% | 31 |
|
|
2021
Q4 | $813K | Buy |
+4,038
| New | +$813K | 0.6% | 29 |
|