OFA
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Oak Family Advisors’s Boeing BA Stock Holding History

Oak Family Advisors’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.1M Sell
57,790
-2,832
-5% -$593K 3.82% 2
2025
Q1 		$10.3M Buy
60,622
+4,680
+8% +$798K 3.48% 4
2024
Q4 		$9.9M Buy
55,942
+21,576
+63% +$3.82M 3.59% 4
2024
Q3 		$5.23M Buy
+34,366
New +$5.23M 1.61% 18