Lantz Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
3,072
+46
| +2% | +$9.64K | 0.16% | 127 |
|
|
2025
Q1 | $516K | Buy |
3,026
+35
| +1% | +$5.97K | 0.14% | 136 |
|
|
2024
Q4 | $529K | Sell |
2,991
-40
| -1% | -$7.08K | 0.14% | 135 |
|
|
2024
Q3 | $461K | Buy |
3,031
+336
| +12% | +$51.1K | 0.12% | 142 |
|
|
2024
Q2 | $491K | Buy |
2,695
+1,410
| +110% | +$257K | 0.15% | 128 |
|
|
2024
Q1 | $248K | Buy |
1,285
+15
| +1% | +$2.9K | 0.08% | 180 |
|
|
2023
Q4 | $331K | Sell |
1,270
-52
| -4% | -$13.6K | 0.12% | 146 |
|
|
2023
Q3 | $253K | Sell |
1,322
-144
| -10% | -$27.6K | 0.1% | 159 |
|
|
2023
Q2 | $310K | Buy |
1,466
+141
| +11% | +$29.8K | 0.12% | 139 |
|
|
2023
Q1 | $281K | Sell |
1,325
-100
| -7% | -$21.2K | 0.12% | 138 |
|
|
2022
Q4 | $271K | Buy |
+1,425
| New | +$271K | 0.12% | 141 |
|
|
2022
Q2 | – | Sell |
-1,625
| Closed | -$311K | – | 172 |
|
|
2022
Q1 | $311K | Hold |
1,625
| – | – | 0.13% | 134 |
|
|
2021
Q4 | $327K | Hold |
1,625
| – | – | 0.15% | 120 |
|
|
2021
Q3 | $357K | Hold |
1,625
| – | – | 0.18% | 109 |
|
|
2021
Q2 | $389K | Hold |
1,625
| – | – | 0.2% | 104 |
|
|
2021
Q1 | $414K | Sell |
1,625
-8
| -0.5% | -$2.04K | 0.24% | 84 |
|
|
2020
Q4 | $350K | Buy |
1,633
+108
| +7% | +$23.1K | 0.22% | 90 |
|
|
2020
Q3 | $252K | Hold |
1,525
| – | – | 0.17% | 99 |
|
|
2020
Q2 | $280K | Sell |
1,525
-1,405
| -48% | -$258K | 0.2% | 90 |
|
|
2020
Q1 | $437K | Sell |
2,930
-14
| -0.5% | -$2.09K | 0.34% | 71 |
|
|
2019
Q4 | $959K | Buy |
2,944
+41
| +1% | +$13.4K | 0.57% | 60 |
|
|
2019
Q3 | $1.07M | Buy |
2,903
+35
| +1% | +$12.9K | 0.72% | 51 |
|
|
2019
Q2 | $1.02M | Buy |
2,868
+108
| +4% | +$38.3K | 0.69% | 50 |
|
|
2019
Q1 | $1.05M | Buy |
+2,760
| New | +$1.05M | 0.76% | 49 |
|