Oxford Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Sell |
5,990
-140
| -2% | -$31.9K | 0.06% | 88 |
|
|
2025
Q4 | $1.33M | Buy |
6,130
+642
| +12% | +$132K | 0.07% | 70 |
|
|
2025
Q3 | $1.18M | Buy |
5,488
+130
| +2% | +$29.3K | 0.07% | 82 |
|
|
2025
Q2 | $1.12M | Buy |
5,358
+655
| +14% | +$124K | 0.07% | 76 |
|
|
2025
Q1 | $802K | Buy |
4,703
+704
| +18% | +$122K | 0.06% | 94 |
|
|
2024
Q4 | $708K | Sell |
3,999
-74
| -2% | -$11.6K | 0.05% | 110 |
|
|
2024
Q3 | $619K | Sell |
4,073
-105
| -3% | -$18K | 0.04% | 120 |
|
|
2024
Q2 | $760K | Buy |
4,178
+130
| +3% | +$23.2K | 0.05% | 108 |
|
|
2024
Q1 | $781K | Sell |
4,048
-1,856
| -31% | -$381K | 0.05% | 93 |
|
|
2023
Q4 | $1.54M | Sell |
5,904
-228
| -4% | -$48.8K | 0.11% | 63 |
|
|
2023
Q3 | $1.18M | Sell |
6,132
-79
| -1% | -$17.3K | 0.1% | 67 |
|
|
2023
Q2 | $1.31M | Buy |
6,211
+2,229
| +56% | +$463K | 0.12% | 60 |
|
|
2023
Q1 | $846K | Buy |
3,982
+1,408
| +55% | +$293K | 0.09% | 76 |
|
|
2022
Q4 | $490K | Buy |
2,574
+94
| +4% | +$15.4K | 0.06% | 114 |
|
|
2022
Q3 | $300K | Sell |
2,480
-92
| -4% | -$14.1K | 0.05% | 135 |
|
|
2022
Q2 | $352K | Buy |
2,572
+804
| +45% | +$119K | 0.05% | 134 |
|
|
2022
Q1 | $339K | Sell |
1,768
-207
| -10% | -$41.5K | 0.04% | 148 |
|
|
2021
Q4 | $398K | Hold |
1,975
| – | – | 0.04% | 141 |
|
|
2021
Q3 | $434K | Buy |
1,975
+207
| +12% | +$46.2K | 0.06% | 124 |
|
|
2021
Q2 | $424K | Buy |
1,768
+142
| +9% | +$34.3K | 0.06% | 121 |
|
|
2021
Q1 | $414K | Sell |
1,626
-89
| -5% | -$19.8K | 0.06% | 122 |
|
|
2020
Q4 | $367K | Hold |
1,715
| – | – | 0.05% | 130 |
|
|
2020
Q3 | $283K | Buy |
1,715
+71
| +4% | +$12.1K | 0.05% | 133 |
|
|
2020
Q2 | $301K | Sell |
1,644
-88
| -5% | -$13.5K | 0.05% | 123 |
|
|
2020
Q1 | $258K | Buy |
+1,732
| New | +$474K | 0.05% | 131 |
|
Other funds holding BA
VCM
VPM
