LIA
LBMC Investment Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Hold |
4,715
| – | – | 0.07% | 91 |
|
|
2025
Q1 | $804K | Sell |
4,715
-139
| -3% | -$23.7K | 0.06% | 89 |
|
|
2024
Q4 | $859K | Buy |
4,854
+500
| +11% | +$88.5K | 0.07% | 84 |
|
|
2024
Q3 | $662K | Hold |
4,354
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $792K | Buy |
4,354
+882
| +25% | +$161K | 0.07% | 79 |
|
|
2024
Q1 | $670K | Buy |
3,472
+1,687
| +95% | +$326K | 0.06% | 94 |
|
|
2023
Q4 | $465K | Buy |
1,785
+678
| +61% | +$177K | 0.04% | 98 |
|
|
2023
Q3 | $209K | Sell |
1,107
-225
| -17% | -$42.5K | 0.02% | 150 |
|
|
2023
Q2 | $281K | Sell |
1,332
-275
| -17% | -$58.1K | 0.03% | 125 |
|
|
2023
Q1 | $341K | Hold |
1,607
| – | – | 0.03% | 115 |
|
|
2022
Q4 | $306K | Buy |
+1,607
| New | +$306K | 0.03% | 119 |
|
|
2022
Q3 | – | Sell |
-1,936
| Closed | -$265K | – | 152 |
|
|
2022
Q2 | $265K | Buy |
+1,936
| New | +$265K | 0.03% | 121 |
|
|
2022
Q1 | – | Sell |
-1,176
| Closed | -$237K | – | 160 |
|
|
2021
Q4 | $237K | Sell |
1,176
-593
| -34% | -$120K | 0.02% | 151 |
|
|
2021
Q3 | $299 | Hold |
1,769
| – | – | 0.03% | 124 |
|
|
2021
Q2 | $424K | Buy |
1,769
+186
| +12% | +$44.6K | 0.04% | 100 |
|
|
2021
Q1 | $403K | Buy |
1,583
+152
| +11% | +$38.7K | 0.04% | 91 |
|
|
2020
Q4 | $306K | Buy |
+1,431
| New | +$306K | 0.04% | 97 |
|
|
2020
Q1 | – | Sell |
-7,013
| Closed | -$2.28M | – | 92 |
|
|
2019
Q4 | $2.28M | Buy |
7,013
+19
| +0.3% | +$6.19K | 0.32% | 25 |
|
|
2019
Q3 | $2.66M | Sell |
6,994
-405
| -5% | -$154K | 0.4% | 24 |
|
|
2019
Q2 | $2.69M | Buy |
7,399
+83
| +1% | +$30.2K | 0.41% | 23 |
|
|
2019
Q1 | $2.79M | Buy |
7,316
+14
| +0.2% | +$5.34K | 0.44% | 23 |
|
|
2018
Q4 | $2.36M | Buy |
7,302
+116
| +2% | +$37.4K | 0.43% | 23 |
|
|
2018
Q3 | $2.67M | Buy |
7,186
+2
| +0% | +$744 | 0.43% | 22 |
|
|
2018
Q2 | $2.41M | Buy |
7,184
+33
| +0.5% | +$11.1K | 0.4% | 22 |
|
|
2018
Q1 | $2.35M | Buy |
7,151
+70
| +1% | +$23K | 0.41% | 21 |
|
|
2017
Q4 | $2.09M | Buy |
7,081
+36
| +0.5% | +$10.6K | 0.34% | 23 |
|
|
2017
Q3 | $1.79M | Buy |
7,045
+41
| +0.6% | +$10.4K | 0.31% | 25 |
|
|
2017
Q2 | $1.39M | Buy |
7,004
+21
| +0.3% | +$4.15K | 0.24% | 24 |
|
|
2017
Q1 | $1.24M | Buy |
6,983
+85
| +1% | +$15K | 0.22% | 27 |
|
|
2016
Q4 | $1.07M | Buy |
6,898
+49
| +0.7% | +$7.63K | 0.2% | 27 |
|
|
2016
Q3 | $902K | Buy |
6,849
+56
| +0.8% | +$7.38K | 0.17% | 33 |
|
|
2016
Q2 | $882K | Buy |
6,793
+57
| +0.8% | +$7.4K | 0.18% | 30 |
|
|
2016
Q1 | $855K | Buy |
6,736
+60
| +0.9% | +$7.62K | 0.18% | 28 |
|
|
2015
Q4 | $965K | Buy |
6,676
+40
| +0.6% | +$5.78K | 0.21% | 26 |
|
|
2015
Q3 | $869K | Buy |
6,636
+46
| +0.7% | +$6.02K | 0.2% | 26 |
|
|
2015
Q2 | $914K | Buy |
6,590
+42
| +0.6% | +$5.83K | 0.19% | 25 |
|
|
2015
Q1 | $983K | Hold |
6,548
| – | – | 0.22% | 24 |
|
|
2014
Q4 | $851K | Hold |
6,548
| – | – | 0.2% | 27 |
|
|
2014
Q3 | $834K | Hold |
6,548
| – | – | 0.2% | 24 |
|
|
2014
Q2 | $833K | Hold |
6,548
| – | – | 0.23% | 27 |
|
|
2014
Q1 | $822K | Hold |
6,548
| – | – | 0.21% | 25 |
|
|
2013
Q4 | $894K | Hold |
6,548
| – | – | 0.23% | 24 |
|
|
2013
Q3 | $769K | Hold |
6,548
| – | – | 0.23% | 26 |
|
|
2013
Q2 | $671K | Buy |
+6,548
| New | +$671K | 0.23% | 26 |
|