Legacy Advisors’s Boeing BA Stock Holding History

Legacy Advisors’s Portfolio BA Stock Details BA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,147	Closed	-$878K	–	54
2025 Q1	$878K	Buy	5,147 +426	+9%	+$72.7K	0.09%	182
2024 Q4	$836K	Sell	4,721 -189	-4%	-$33.5K	0.08%	187
2024 Q3	$747K	Buy	4,910 +722	+17%	+$110K	0.08%	194
2024 Q2	$762K	Buy	4,188 +340	+9%	+$61.9K	0.09%	160
2024 Q1	$743K	Sell	3,848 -184	-5%	-$35.5K	0.09%	171
2023 Q4	$1.05M	Sell	4,032 -1,336	-25%	-$348K	0.14%	125
2023 Q3	$1.03M	Buy	5,368 +356	+7%	+$68.2K	0.17%	121
2023 Q2	$1.06M	Buy	5,012 +113	+2%	+$23.9K	0.16%	114
2023 Q1	$1.04M	Buy	4,899 +70	+1%	+$14.9K	0.19%	93
2022 Q4	$920K	Buy	4,829 +46	+1%	+$8.76K	0.17%	97
2022 Q3	$579K	Buy	4,783 +1,248	+35%	+$151K	0.13%	105
2022 Q2	$483K	Sell	3,535 -165	-4%	-$22.5K	0.1%	123
2022 Q1	$709K	Buy	3,700 +482	+15%	+$92.4K	0.14%	95
2021 Q4	$648K	Hold	3,218	–	–	0.24%	59
2021 Q3	$708K	Buy	3,218 +4	+0.1%	+$880	0.28%	52
2021 Q2	$770K	Sell	3,214 -3,245	-50%	-$777K	0.31%	49
2021 Q1	$1.65M	Buy	6,459 +438	+7%	+$112K	0.73%	25
2020 Q4	$1.29M	Hold	6,021	–	–	0.73%	28
2020 Q3	$995K	Sell	6,021 -500	-8%	-$82.6K	0.66%	32
2020 Q2	$1.2M	Buy	6,521 +700	+12%	+$128K	0.95%	25
2020 Q1	$868K	Buy	5,821 +1,340	+30%	+$200K	0.87%	27
2019 Q4	$1.46M	Buy	4,481 +950	+27%	+$310K	0.93%	27
2019 Q3	$1.34M	Sell	3,531 -562	-14%	-$214K	1%	26
2019 Q2	$1.49M	Sell	4,093 -3,841	-48%	-$1.4M	1.01%	25
2019 Q1	$3.03M	Buy	7,934 +2,967	+60%	+$1.13M	0.98%	30
2018 Q4	$1.6M	Buy	4,967 +350	+8%	+$113K	1.22%	21
2018 Q3	$1.72M	Hold	4,617	–	–	0.85%	32
2018 Q2	$1.55M	Buy	4,617 +2,106	+84%	+$707K	1.16%	22
2018 Q1	$827K	Hold	2,511	–	–	0.61%	37
2017 Q4	$740K	Sell	2,511 -19	-0.8%	-$5.6K	0.72%	27
2017 Q3	$643K	Buy	2,530 +93	+4%	+$23.6K	0.72%	25
2017 Q2	$481K	Sell	2,437 -100	-4%	-$19.7K	0.61%	27
2017 Q1	$448K	Hold	2,537	–	–	0.61%	26
2016 Q4	$394K	Buy	+2,537	New	+$394K	0.54%	27