Running Point Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+1,028
| New | +$215K | 0.06% | 116 |
|
|
2024
Q1 | – | Sell |
-1,245
| Closed | -$324K | – | 145 |
|
|
2023
Q4 | $324K | Buy |
1,245
+9
| +0.7% | +$2.35K | 0.16% | 76 |
|
|
2023
Q3 | $237K | Hold |
1,236
| – | – | 0.14% | 85 |
|
|
2023
Q2 | $261K | Hold |
1,236
| – | – | 0.15% | 82 |
|
|
2023
Q1 | $262K | Hold |
1,236
| – | – | 0.16% | 80 |
|
|
2022
Q4 | $235K | Buy |
+1,236
| New | +$235K | 0.14% | 90 |
|
|
2022
Q3 | – | Sell |
-2,953
| Closed | -$404K | – | 217 |
|
|
2022
Q2 | $404K | Sell |
2,953
-32
| -1% | -$4.38K | 0.26% | 52 |
|
|
2022
Q1 | $572K | Buy |
2,985
+12
| +0.4% | +$2.3K | 0.33% | 42 |
|
|
2021
Q4 | $598K | Buy |
2,973
+297
| +11% | +$59.7K | 0.36% | 41 |
|
|
2021
Q3 | $589K | Sell |
2,676
-325
| -11% | -$71.5K | 0.26% | 59 |
|
|
2021
Q2 | $719K | Buy |
3,001
+483
| +19% | +$116K | 0.33% | 52 |
|
|
2021
Q1 | $641K | Buy |
2,518
+193
| +8% | +$49.1K | 0.35% | 46 |
|
|
2020
Q4 | $498K | Buy |
+2,325
| New | +$498K | 0.29% | 48 |
|