Legacy Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.03M | Buy |
10,211
+141
| +1% | +$32.1K | 0.28% | 59 |
|
|
2025
Q4 | $2.19M | Sell |
10,070
-117
| -1% | -$24.1K | 0.3% | 54 |
|
|
2025
Q3 | $2.2M | Sell |
10,187
-116
| -1% | -$26.2K | 0.3% | 53 |
|
|
2025
Q2 | $2.16M | Buy |
10,303
+485
| +5% | +$91.6K | 0.34% | 46 |
|
|
2025
Q1 | $1.67M | Sell |
9,818
-1,152
| -11% | -$199K | 0.28% | 62 |
|
|
2024
Q4 | $1.94M | Buy |
10,970
+2,513
| +30% | +$394K | 0.32% | 51 |
|
|
2024
Q3 | $1.29M | Sell |
8,457
-965
| -10% | -$165K | 0.22% | 77 |
|
|
2024
Q2 | $1.71M | Buy |
9,422
+1,032
| +12% | +$184K | 0.31% | 52 |
|
|
2024
Q1 | $1.62M | Buy |
8,390
+1,105
| +15% | +$227K | 0.29% | 58 |
|
|
2023
Q4 | $1.9M | Buy |
7,285
+767
| +12% | +$164K | 0.36% | 43 |
|
|
2023
Q3 | $1.25M | Buy |
6,518
+1,072
| +20% | +$235K | 0.25% | 55 |
|
|
2023
Q2 | $1.15M | Buy |
5,446
+286
| +6% | +$59.4K | 0.21% | 61 |
|
|
2023
Q1 | $1.1M | Buy |
5,160
+256
| +5% | +$53.2K | 0.22% | 57 |
|
|
2022
Q4 | $934K | Buy |
4,904
+747
| +18% | +$122K | 0.2% | 62 |
|
|
2022
Q3 | $503K | Buy |
4,157
+425
| +11% | +$65.2K | 0.12% | 96 |
|
|
2022
Q2 | $510K | Buy |
3,732
+241
| +7% | +$35.6K | 0.13% | 87 |
|
|
2022
Q1 | $668K | Buy |
3,491
+264
| +8% | +$53K | 0.15% | 74 |
|
|
2021
Q4 | $650K | Buy |
3,227
+588
| +22% | +$124K | 0.15% | 67 |
|
|
2021
Q3 | $580K | Buy |
2,639
+90
| +4% | +$20.1K | 0.14% | 65 |
|
|
2021
Q2 | $611K | Buy |
2,549
+515
| +25% | +$125K | 0.15% | 59 |
|
|
2021
Q1 | $518K | Buy |
2,034
+125
| +7% | +$27.8K | 0.14% | 64 |
|
|
2020
Q4 | $409K | Buy |
1,909
+419
| +28% | +$80.5K | 0.12% | 73 |
|
|
2020
Q3 | $246K | Buy |
+1,490
| New | +$254K | 0.08% | 102 |
|
|
2020
Q1 | – | Sell |
-1,130
| Closed | -$368K | – | 65 |
|
|
2019
Q4 | $368K | Sell |
1,130
-146
| -11% | -$51.7K | 0.12% | 83 |
|
|
2019
Q3 | $485K | Buy |
1,276
+32
| +3% | +$11.4K | 0.16% | 61 |
|
|
2019
Q2 | $453K | Sell |
1,244
-33
| -3% | -$12K | 0.16% | 66 |
|
|
2019
Q1 | $487K | Buy |
1,277
+493
| +63% | +$190K | 0.17% | 60 |
|
|
2018
Q4 | $253K | Sell |
784
-161
| -17% | -$55.6K | 0.1% | 88 |
|
|
2018
Q3 | $351K | Buy |
945
+43
| +5% | +$15.1K | 0.13% | 64 |
|
|
2018
Q2 | $316K | Buy |
902
+1
| +0.1% | +$344 | 0.12% | 72 |
|
|
2018
Q1 | $301K | Sell |
901
-15
| -2% | -$5.07K | 0.12% | 79 |
|
|
2017
Q4 | $270K | Buy |
+916
| New | +$248K | 0.11% | 83 |
|
Other funds holding BA
VCM
VPM
