Patriot Financial Group Insurance Agency’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
6,338
-3,810
| -38% | -$798K | 0.15% | 166 |
|
|
2025
Q1 | $1.73M | Buy |
10,148
+179
| +2% | +$30.5K | 0.23% | 111 |
|
|
2024
Q4 | $1.76M | Buy |
9,969
+3,998
| +67% | +$708K | 0.24% | 96 |
|
|
2024
Q3 | $908K | Sell |
5,971
-103
| -2% | -$15.7K | 0.12% | 197 |
|
|
2024
Q2 | $1.11M | Buy |
6,074
+2,767
| +84% | +$504K | 0.16% | 144 |
|
|
2024
Q1 | $638K | Buy |
3,307
+473
| +17% | +$91.3K | 0.1% | 222 |
|
|
2023
Q4 | $739K | Sell |
2,834
-569
| -17% | -$148K | 0.14% | 176 |
|
|
2023
Q3 | $652K | Buy |
3,403
+63
| +2% | +$12.1K | 0.13% | 182 |
|
|
2023
Q2 | $705K | Buy |
3,340
+454
| +16% | +$95.9K | 0.13% | 181 |
|
|
2023
Q1 | $613K | Buy |
2,886
+23
| +0.8% | +$4.89K | 0.12% | 186 |
|
|
2022
Q4 | $545K | Sell |
2,863
-642
| -18% | -$122K | 0.07% | 195 |
|
|
2022
Q3 | $424K | Sell |
3,505
-477
| -12% | -$57.7K | 0.1% | 218 |
|
|
2022
Q2 | $544K | Buy |
3,982
+23
| +0.6% | +$3.14K | 0.11% | 189 |
|
|
2022
Q1 | $758K | Sell |
3,959
-265
| -6% | -$50.7K | 0.14% | 167 |
|
|
2021
Q4 | $850K | Buy |
4,224
+38
| +0.9% | +$7.65K | 0.14% | 155 |
|
|
2021
Q3 | $921K | Buy |
4,186
+5
| +0.1% | +$1.1K | 0.16% | 137 |
|
|
2021
Q2 | $1M | Buy |
4,181
+109
| +3% | +$26.1K | 0.18% | 126 |
|
|
2021
Q1 | $1.04M | Sell |
4,072
-310
| -7% | -$78.9K | 0.24% | 103 |
|
|
2020
Q4 | $938K | Buy |
4,382
+225
| +5% | +$48.2K | 0.24% | 97 |
|
|
2020
Q3 | $687K | Sell |
4,157
-716
| -15% | -$118K | 0.22% | 99 |
|
|
2020
Q2 | $893K | Buy |
4,873
+1,017
| +26% | +$186K | 0.34% | 63 |
|
|
2020
Q1 | $575K | Buy |
3,856
+938
| +32% | +$140K | 0.26% | 76 |
|
|
2019
Q4 | $951K | Buy |
2,918
+80
| +3% | +$26.1K | 0.36% | 51 |
|
|
2019
Q3 | $1.08M | Buy |
2,838
+12
| +0.4% | +$4.57K | 0.49% | 40 |
|
|
2019
Q2 | $1M | Buy |
2,826
+166
| +6% | +$58.8K | 0.43% | 41 |
|
|
2019
Q1 | $1.02M | Buy |
2,660
+664
| +33% | +$253K | 0.52% | 33 |
|
|
2018
Q4 | $644K | Buy |
1,996
+597
| +43% | +$193K | 0.42% | 41 |
|
|
2018
Q3 | $520K | Buy |
1,399
+249
| +22% | +$92.6K | 0.31% | 51 |
|
|
2018
Q2 | $386K | Sell |
1,150
-240
| -17% | -$80.6K | 0.41% | 46 |
|
|
2018
Q1 | $448K | Buy |
1,390
+1,064
| +326% | +$343K | 0.33% | 65 |
|
|
2017
Q4 | $101K | Sell |
326
-1,774
| -84% | -$550K | 0.08% | 211 |
|
|
2017
Q3 | $543K | Buy |
2,100
+282
| +16% | +$72.9K | 0.49% | 42 |
|
|
2017
Q2 | $371K | Buy |
1,818
+166
| +10% | +$33.9K | 0.39% | 52 |
|
|
2017
Q1 | $293K | Buy |
1,652
+273
| +20% | +$48.4K | 0.31% | 57 |
|
|
2016
Q4 | $220K | Buy |
+1,379
| New | +$220K | 0.3% | 66 |
|