NFP Retirement Inc’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $525K | Buy |
2,506
+391
| +18% | +$81.9K | 0.03% | 196 |
|
2025
Q1 | $361K | Sell |
2,115
-88
| -4% | -$15K | 0.03% | 210 |
|
2024
Q4 | $390K | Buy |
2,203
+437
| +25% | +$77.3K | 0.03% | 210 |
|
2024
Q3 | $268K | Sell |
1,766
-521
| -23% | -$79.2K | 0.02% | 245 |
|
2024
Q2 | $416K | Sell |
2,287
-8
| -0.3% | -$1.46K | 0.03% | 199 |
|
2024
Q1 | $443K | Buy |
2,295
+164
| +8% | +$31.6K | 0.04% | 191 |
|
2023
Q4 | $555K | Buy |
2,131
+42
| +2% | +$10.9K | 0.09% | 143 |
|
2023
Q3 | $400K | Buy |
2,089
+10
| +0.5% | +$1.92K | 0.08% | 160 |
|
2023
Q2 | $439K | Sell |
2,079
-32
| -2% | -$6.76K | 0.08% | 157 |
|
2023
Q1 | $448K | Buy |
2,111
+36
| +2% | +$7.65K | 0.09% | 163 |
|
2022
Q4 | $395K | Buy |
+2,075
| New | +$395K | 0.09% | 166 |
|
2022
Q2 | – | Sell |
-1,448
| Closed | -$277K | – | 234 |
|
2022
Q1 | $277K | Buy |
1,448
+428
| +42% | +$82K | 0.07% | 184 |
|
2021
Q4 | $205K | Sell |
1,020
-24
| -2% | -$4.83K | 0.07% | 135 |
|
2021
Q3 | $230K | Sell |
1,044
-81
| -7% | -$17.8K | 0.09% | 123 |
|
2021
Q2 | $269K | Hold |
1,125
| – | – | 0.1% | 115 |
|
2021
Q1 | $286K | Hold |
1,125
| – | – | 0.12% | 106 |
|
2020
Q4 | $241K | Buy |
+1,125
| New | +$241K | 0.15% | 106 |
|
2020
Q3 | – | Sell |
-1,114
| Closed | -$204K | – | 112 |
|
2020
Q2 | $204K | Buy |
+1,114
| New | +$204K | 0.15% | 97 |
|
2020
Q1 | – | Sell |
-657
| Closed | -$214K | – | 85 |
|
2019
Q4 | $214K | Buy |
+657
| New | +$214K | 0.2% | 85 |
|