Phoenix Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.89M | Sell |
42,434
-107,895
| -72% | -$22.6M | 0.12% | 97 |
|
|
2025
Q1 | $25.6M | Buy |
150,329
+122,015
| +431% | +$20.8M | 0.39% | 49 |
|
|
2024
Q4 | $5.01M | Buy |
+28,314
| New | +$5.01M | 0.07% | 131 |
|
|
2024
Q3 | – | Sell |
-27,576
| Closed | -$5.02M | – | 363 |
|
|
2024
Q2 | $5.02M | Sell |
27,576
-12,342
| -31% | -$2.25M | 0.08% | 136 |
|
|
2024
Q1 | $7.7M | Buy |
39,918
+19,584
| +96% | +$3.78M | 0.11% | 93 |
|
|
2023
Q4 | $5.3M | Sell |
20,334
-4,935
| -20% | -$1.29M | 0.09% | 112 |
|
|
2023
Q3 | $4.84M | Buy |
+25,269
| New | +$4.84M | 0.09% | 98 |
|
|
2023
Q2 | – | Sell |
-13,634
| Closed | -$2.88M | – | 322 |
|
|
2023
Q1 | $2.88M | Buy |
13,634
+869
| +7% | +$184K | 0.06% | 125 |
|
|
2022
Q4 | $2.43M | Buy |
12,765
+105
| +0.8% | +$20K | 0.05% | 122 |
|
|
2022
Q3 | $1.55M | Buy |
12,660
+1,299
| +11% | +$159K | 0.03% | 164 |
|
|
2022
Q2 | $1.55M | Buy |
11,361
+1,813
| +19% | +$248K | 0.03% | 184 |
|
|
2022
Q1 | $1.84M | Buy |
9,548
+6,998
| +274% | +$1.35M | 0.03% | 198 |
|
|
2021
Q4 | $519K | Buy |
+2,550
| New | +$519K | 0.01% | 279 |
|
|
2020
Q3 | – | Sell |
-15,105
| Closed | -$2.73M | – | 333 |
|
|
2020
Q2 | $2.73M | Sell |
15,105
-38,262
| -72% | -$6.92M | 0.12% | 131 |
|
|
2020
Q1 | $7.77M | Buy |
+53,367
| New | +$7.77M | 0.39% | 78 |
|