Lee 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 | $257K | Buy |
+1,226
| New | +$257K | 0.04% | 131 |
|
|
2025
Q1 | – | Sell |
-1,254
| Closed | -$222K | – | 149 |
|
|
2024
Q4 | $222K | Buy |
+1,254
| New | +$222K | 0.03% | 166 |
|
|
2024
Q3 | – | Sell |
-1,132
| Closed | -$206K | – | 185 |
|
|
2024
Q2 | $206K | Buy |
1,132
+23
| +2% | +$4.19K | 0.03% | 142 |
|
|
2024
Q1 | $214K | Hold |
1,109
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $289K | Sell |
1,109
-112
| -9% | -$29.2K | 0.05% | 115 |
|
|
2023
Q3 | $234K | Hold |
1,221
| – | – | 0.04% | 121 |
|
|
2023
Q2 | $258K | Sell |
1,221
-205
| -14% | -$43.3K | 0.05% | 115 |
|
|
2023
Q1 | $303K | Sell |
1,426
-661
| -32% | -$140K | 0.05% | 110 |
|
|
2022
Q4 | $397K | Sell |
2,087
-420
| -17% | -$80K | 0.07% | 106 |
|
|
2022
Q3 | $303K | Buy |
2,507
+326
| +15% | +$39.4K | 0.06% | 119 |
|
|
2022
Q2 | $298K | Buy |
2,181
+6
| +0.3% | +$820 | 0.05% | 121 |
|
|
2022
Q1 | $416K | Buy |
2,175
+370
| +20% | +$70.8K | 0.07% | 103 |
|
|
2021
Q4 | $363K | Sell |
1,805
-28
| -2% | -$5.63K | 0.07% | 115 |
|
|
2021
Q3 | $403K | Buy |
1,833
+43
| +2% | +$9.45K | 0.08% | 104 |
|
|
2021
Q2 | $429K | Buy |
1,790
+300
| +20% | +$71.9K | 0.09% | 100 |
|
|
2021
Q1 | $379K | Buy |
1,490
+100
| +7% | +$25.4K | 0.09% | 102 |
|
|
2020
Q4 | $297K | Hold |
1,390
| – | – | 0.08% | 105 |
|
|
2020
Q3 | $230K | Hold |
1,390
| – | – | 0.06% | 118 |
|
|
2020
Q2 | $255K | Buy |
1,390
+400
| +40% | +$73.4K | 0.07% | 108 |
|
|
2020
Q1 | $148K | Buy |
990
+204
| +26% | +$30.5K | 0.05% | 117 |
|
|
2019
Q4 | $256K | Sell |
786
-409
| -34% | -$133K | 0.06% | 113 |
|
|
2019
Q3 | $454K | Sell |
1,195
-250
| -17% | -$95K | 0.1% | 88 |
|
|
2019
Q2 | $526K | Sell |
1,445
-1,350
| -48% | -$491K | 0.12% | 83 |
|
|
2019
Q1 | $1.07M | Buy |
2,795
+2,245
| +408% | +$856K | 0.25% | 55 |
|
|
2018
Q4 | $177K | Buy |
550
+5
| +0.9% | +$1.61K | 0.05% | 122 |
|
|
2018
Q3 | $203K | Buy |
545
+244
| +81% | +$90.9K | 0.05% | 125 |
|
|
2018
Q2 | $101K | Sell |
301
-850
| -74% | -$285K | 0.02% | 209 |
|
|
2018
Q1 | $378K | Buy |
1,151
+516
| +81% | +$169K | 0.1% | 103 |
|
|
2017
Q4 | $187K | Buy |
635
+258
| +68% | +$76K | 0.05% | 117 |
|
|
2017
Q3 | $96K | Sell |
377
-9
| -2% | -$2.29K | 0.03% | 148 |
|
|
2017
Q2 | $76K | Sell |
386
-364
| -49% | -$71.7K | 0.03% | 165 |
|
|
2017
Q1 | $133K | Sell |
750
-76
| -9% | -$13.5K | 0.05% | 124 |
|
|
2016
Q4 | $129K | Buy |
+826
| New | +$129K | 0.07% | 124 |
|