Live Oak Private Wealth’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.58M Buy
2025
Q2
$7.22M Buy
2025
Q1
$5.8M Buy
2024
Q4
$5.98M Sell
2024
Q3
$5.28M Buy
2024
Q2
$6.21M Sell
2024
Q1
$6.66M Sell
2023
Q4
$11.9M Buy
2023
Q3
$8.73M Buy
2023
Q2
$9.61M Buy
2023
Q1
$9.65M Sell
2022
Q4
$8.72M Buy
2022
Q3
$5.38M Buy
2022
Q2
$6M Buy
2020
Q2
Sell
2020
Q1
$218K Buy
2019
Q4
$283K Buy