POIA

Pin Oak Investment Advisors’s Boeing BA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$306K	Sell	1,800 -319	-15%	-$54.2K	0.26%	67
2025 Q1	$367K	Buy	2,119 +319	+18%	+$55.2K	0.28%	65
2024 Q4	$274K	Hold	1,800	–	–	0.25%	65
2024 Q3	$273K	Sell	1,800 -100	-5%	-$15.2K	0.25%	66
2024 Q2	$346K	Hold	1,900	–	–	0.33%	51
2024 Q1	$367K	Hold	1,900	–	–	0.35%	52
2023 Q4	$495K	Sell	1,900 -20	-1%	-$5.21K	0.5%	43
2023 Q3	$368K	Hold	1,920	–	–	0.41%	47
2023 Q2	$405K	Buy	+1,920	New	+$405K	0.45%	42
2023 Q1	–	Sell	-1,920	Closed	-$366K	–	431
2022 Q4	$366K	Hold	1,920	–	–	0.45%	40
2022 Q3	$232K	Hold	1,920	–	–	0.29%	56
2022 Q2	$263K	Sell	1,920 -85	-4%	-$11.6K	0.32%	56
2022 Q1	$384K	Hold	2,005	–	–	0.41%	46
2021 Q4	$404K	Sell	2,005 -4	-0.2%	-$806	0.41%	45
2021 Q3	$442K	Sell	2,009 -40	-2%	-$8.8K	0.49%	40
2021 Q2	$491K	Buy	2,049 +10	+0.5%	+$2.4K	0.5%	38
2021 Q1	$519K	Hold	2,039	–	–	0.44%	51
2020 Q4	$436K	Buy	2,039 +127	+7%	+$27.2K	0.36%	56
2020 Q3	$316K	Buy	1,912 +58	+3%	+$9.59K	0.3%	68
2020 Q2	$340K	Buy	1,854 +50	+3%	+$9.17K	0.32%	63
2020 Q1	$269K	Buy	1,804 +54	+3%	+$8.05K	0.28%	73
2019 Q4	$570K	Hold	1,750	–	–	0.46%	50
2019 Q3	$666K	Hold	1,750	–	–	0.55%	49
2019 Q2	$637K	Hold	1,750	–	–	0.5%	54
2019 Q1	$667K	Hold	1,750	–	–	0.53%	57
2018 Q4	$564K	Hold	1,750	–	–	0.5%	57
2018 Q3	$651K	Hold	1,750	–	–	0.49%	56
2018 Q2	$587K	Hold	1,750	–	–	0.43%	60
2018 Q1	$574K	Hold	1,750	–	–	0.47%	55
2017 Q4	$516K	Buy	+1,750	New	+$516K	0.4%	61