Live Oak Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Buy |
34,440
+407
| +1% | +$85.3K | 1.08% | 35 |
|
|
2025
Q1 | $5.8M | Buy |
34,033
+238
| +0.7% | +$40.6K | 0.94% | 43 |
|
|
2024
Q4 | $5.98M | Sell |
33,795
-934
| -3% | -$165K | 1.01% | 39 |
|
|
2024
Q3 | $5.28M | Buy |
34,729
+613
| +2% | +$93.2K | 0.86% | 48 |
|
|
2024
Q2 | $6.21M | Sell |
34,116
-371
| -1% | -$67.5K | 1.07% | 35 |
|
|
2024
Q1 | $6.66M | Sell |
34,487
-11,221
| -25% | -$2.17M | 1.15% | 35 |
|
|
2023
Q4 | $11.9M | Buy |
45,708
+179
| +0.4% | +$46.7K | 2.24% | 9 |
|
|
2023
Q3 | $8.73M | Buy |
45,529
+41
| +0.1% | +$7.86K | 1.86% | 15 |
|
|
2023
Q2 | $9.61M | Buy |
45,488
+79
| +0.2% | +$16.7K | 1.91% | 12 |
|
|
2023
Q1 | $9.65M | Sell |
45,409
-347
| -0.8% | -$73.7K | 1.99% | 10 |
|
|
2022
Q4 | $8.72M | Buy |
45,756
+1,357
| +3% | +$258K | 1.8% | 12 |
|
|
2022
Q3 | $5.38M | Buy |
44,399
+529
| +1% | +$64.1K | 1.21% | 36 |
|
|
2022
Q2 | $6M | Buy |
+43,870
| New | +$6M | 1.26% | 29 |
|
|
2020
Q2 | – | Sell |
-1,465
| Closed | -$218K | – | 134 |
|
|
2020
Q1 | $218K | Buy |
1,465
+596
| +69% | +$88.7K | 0.22% | 69 |
|
|
2019
Q4 | $283K | Buy |
+869
| New | +$283K | 0.28% | 62 |
|