PFS
Prospera Financial Services’s Boeing BA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.78M | Buy |
46,648
+18,238
| +64% | +$3.82M | 0.18% | 124 |
|
2025
Q1 | $4.85M | Buy |
28,410
+1,794
| +7% | +$306K | 0.11% | 207 |
|
2024
Q4 | $4.71M | Buy |
26,616
+4,186
| +19% | +$741K | 0.11% | 207 |
|
2024
Q3 | $3.41M | Buy |
22,430
+1,214
| +6% | +$185K | 0.09% | 250 |
|
2024
Q2 | $3.86M | Buy |
21,216
+1,836
| +9% | +$334K | 0.11% | 206 |
|
2024
Q1 | $3.74M | Sell |
19,380
-13,971
| -42% | -$2.7M | 0.11% | 202 |
|
2023
Q4 | $8.69M | Buy |
33,351
+3,165
| +10% | +$825K | 0.29% | 73 |
|
2023
Q3 | $5.79M | Sell |
30,186
-1,254
| -4% | -$240K | 0.22% | 105 |
|
2023
Q2 | $6.64M | Buy |
31,440
+5,177
| +20% | +$1.09M | 0.25% | 93 |
|
2023
Q1 | $5.58M | Buy |
26,263
+9,685
| +58% | +$2.06M | 0.23% | 112 |
|
2022
Q4 | $3.16M | Sell |
16,578
-198
| -1% | -$37.7K | 0.16% | 151 |
|
2022
Q3 | $2.03M | Sell |
16,776
-434
| -3% | -$52.6K | 0.11% | 230 |
|
2022
Q2 | $2.35M | Buy |
17,210
+2,011
| +13% | +$275K | 0.12% | 210 |
|
2022
Q1 | $2.91M | Sell |
15,199
-18,662
| -55% | -$3.58M | 0.12% | 209 |
|
2021
Q4 | $6.82M | Sell |
33,861
-50,190
| -60% | -$10.1M | 0.29% | 71 |
|
2021
Q3 | $18.5M | Buy |
84,051
+702
| +0.8% | +$154K | 0.92% | 13 |
|
2021
Q2 | $20M | Buy |
83,349
+1,363
| +2% | +$327K | 1% | 13 |
|
2021
Q1 | $20.9M | Sell |
81,986
-555
| -0.7% | -$141K | 1.24% | 9 |
|
2020
Q4 | $17.7M | Buy |
82,541
+9,201
| +13% | +$1.97M | 1.22% | 12 |
|
2020
Q3 | $12.1M | Sell |
73,340
-30,796
| -30% | -$5.09M | 4.63% | 1 |
|
2020
Q2 | $19.1M | Buy |
104,136
+80,058
| +332% | +$14.7M | 1.69% | 8 |
|
2020
Q1 | $3.59M | Buy |
24,078
+11,748
| +95% | +$1.75M | 0.38% | 53 |
|
2019
Q4 | $4.02M | Sell |
12,330
-963
| -7% | -$314K | 0.31% | 66 |
|
2019
Q3 | $5.06M | Buy |
13,293
+2,355
| +22% | +$896K | 0.52% | 22 |
|
2019
Q2 | $3.97M | Buy |
10,938
+713
| +7% | +$259K | 0.45% | 31 |
|
2019
Q1 | $3.83M | Buy |
10,225
+3,588
| +54% | +$1.35M | 1.26% | 12 |
|
2018
Q4 | $2.14M | Buy |
6,637
+141
| +2% | +$45.5K | 0.43% | 41 |
|
2018
Q3 | $2.26M | Sell |
6,496
-5,793
| -47% | -$2.02M | 0.42% | 43 |
|
2018
Q2 | $4.11M | Buy |
12,289
+724
| +6% | +$242K | 0.56% | 27 |
|
2018
Q1 | $3.79M | Buy |
11,565
+5,735
| +98% | +$1.88M | 0.53% | 29 |
|
2017
Q4 | $1.72M | Sell |
5,830
-7,319
| -56% | -$2.16M | 0.26% | 80 |
|
2017
Q3 | $3.35M | Sell |
13,149
-252
| -2% | -$64.1K | 0.51% | 28 |
|
2017
Q2 | $2.66M | Buy |
13,401
+521
| +4% | +$103K | 0.43% | 45 |
|
2017
Q1 | $2.28M | Buy |
12,880
+1,855
| +17% | +$328K | 0.41% | 49 |
|
2016
Q4 | $1.72M | Buy |
11,025
+5,517
| +100% | +$862K | 0.34% | 55 |
|
2016
Q3 | $726K | Buy |
5,508
+500
| +10% | +$65.9K | 0.15% | 127 |
|
2016
Q2 | $650K | Buy |
5,008
+633
| +14% | +$82.2K | 0.13% | 135 |
|
2016
Q1 | $567K | Buy |
4,375
+1,904
| +77% | +$247K | 0.13% | 129 |
|
2015
Q4 | $357K | Sell |
2,471
-222
| -8% | -$32.1K | 0.08% | 173 |
|
2015
Q3 | $268K | Buy |
+2,693
| New | +$268K | 0.07% | 203 |
|
2015
Q2 | – | Sell |
-2,959
| Closed | -$347K | – | 303 |
|
2015
Q1 | $347K | Sell |
2,959
-116
| -4% | -$13.6K | 0.08% | 191 |
|
2014
Q4 | $400K | Sell |
3,075
-250
| -8% | -$32.5K | 0.1% | 160 |
|
2014
Q3 | $322K | Sell |
3,325
-464
| -12% | -$44.9K | 0.09% | 190 |
|
2014
Q2 | $482K | Sell |
3,789
-1,328
| -26% | -$169K | 0.13% | 128 |
|
2014
Q1 | $542K | Buy |
5,117
+965
| +23% | +$102K | 0.17% | 89 |
|
2013
Q4 | $567K | Buy |
+4,152
| New | +$567K | 0.19% | 87 |
|