Legend Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.3K | Buy |
+54
| New | +$11.3K | 0.01% | 104 |
|
2025
Q1 | – | Sell |
-54
| Closed | -$9.56K | – | 56 |
|
2024
Q4 | $9.56K | Hold |
54
| – | – | 0.01% | 118 |
|
2024
Q3 | $8.21K | Hold |
54
| – | – | 0.01% | 110 |
|
2024
Q2 | $9.83K | Sell |
54
-11
| -17% | -$2K | 0.01% | 144 |
|
2024
Q1 | $12.5K | Buy |
65
+43
| +195% | +$8.3K | 0.01% | 120 |
|
2023
Q4 | $5.74K | Buy |
+22
| New | +$5.74K | ﹤0.01% | 144 |
|
2023
Q3 | – | Sell |
-96
| Closed | -$20.3K | – | 190 |
|
2023
Q2 | $20.3K | Buy |
96
+32
| +50% | +$6.76K | 0.02% | 101 |
|
2023
Q1 | $13.6K | Sell |
64
-32
| -33% | -$6.8K | 0.01% | 130 |
|
2022
Q4 | $18.3K | Buy |
+96
| New | +$18.3K | 0.02% | 118 |
|
2020
Q1 | – | Sell |
-2,827
| Closed | -$921K | – | 32 |
|
2019
Q4 | $921K | Sell |
2,827
-174
| -6% | -$56.7K | 0.79% | 17 |
|
2019
Q3 | $1.14M | Hold |
3,001
| – | – | 0.97% | 16 |
|
2019
Q2 | $1.09M | Buy |
3,001
+136
| +5% | +$49.5K | 0.96% | 17 |
|
2019
Q1 | $1.09M | Sell |
2,865
-41
| -1% | -$15.6K | 1.2% | 13 |
|
2018
Q4 | $937K | Buy |
+2,906
| New | +$937K | 1.37% | 14 |
|