SRSA
S.R. Schill & Associates’s Boeing BA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $655K | Sell |
3,127
-295
| -9% | -$61.8K | 0.48% | 18 |
|
2025
Q1 | $584K | Buy |
3,422
+85
| +3% | +$14.5K | 0.47% | 18 |
|
2024
Q4 | $591K | Buy |
3,337
+210
| +7% | +$37.2K | 0.49% | 17 |
|
2024
Q3 | $475K | Sell |
3,127
-2,944
| -48% | -$448K | 0.34% | 22 |
|
2024
Q2 | $1.1M | Buy |
6,071
+327
| +6% | +$59.5K | 0.48% | 26 |
|
2024
Q1 | $1.11M | Buy |
5,744
+154
| +3% | +$29.7K | 0.48% | 27 |
|
2023
Q4 | $1.46M | Buy |
5,590
+1,960
| +54% | +$511K | 0.65% | 23 |
|
2023
Q3 | $696K | Sell |
3,630
-1,973
| -35% | -$378K | 0.34% | 28 |
|
2023
Q2 | $1.18M | Buy |
5,603
+1,376
| +33% | +$291K | 0.54% | 23 |
|
2023
Q1 | $898K | Sell |
4,227
-400
| -9% | -$85K | 0.42% | 26 |
|
2022
Q4 | $881K | Buy |
4,627
+900
| +24% | +$171K | 0.44% | 29 |
|
2022
Q3 | $451K | Sell |
3,727
-860
| -19% | -$104K | 0.24% | 39 |
|
2022
Q2 | $627K | Buy |
4,587
+860
| +23% | +$118K | 0.31% | 30 |
|
2022
Q1 | $714K | Hold |
3,727
| – | – | 0.3% | 30 |
|
2021
Q4 | $750K | Sell |
3,727
-519
| -12% | -$104K | 0.3% | 29 |
|
2021
Q3 | $934K | Hold |
4,246
| – | – | 0.4% | 29 |
|
2021
Q2 | $1.02M | Hold |
4,246
| – | – | 0.4% | 31 |
|
2021
Q1 | $1.08M | Hold |
4,246
| – | – | 0.48% | 26 |
|
2020
Q4 | $909K | Sell |
4,246
-150
| -3% | -$32.1K | 0.42% | 29 |
|
2020
Q3 | $726K | Buy |
4,396
+40
| +0.9% | +$6.61K | 0.37% | 34 |
|
2020
Q2 | $798K | Buy |
4,356
+20
| +0.5% | +$3.66K | 0.46% | 30 |
|
2020
Q1 | $647K | Hold |
4,336
| – | – | 0.43% | 29 |
|
2019
Q4 | $1.41M | Sell |
4,336
-120
| -3% | -$39.1K | 0.77% | 26 |
|
2019
Q3 | $1.7M | Buy |
4,456
+20
| +0.5% | +$7.61K | 0.94% | 19 |
|
2019
Q2 | $1.62M | Buy |
4,436
+100
| +2% | +$36.4K | 1% | 21 |
|
2019
Q1 | $1.65M | Hold |
4,336
| – | – | 1% | 24 |
|
2018
Q4 | $1.4M | Sell |
4,336
-772
| -15% | -$249K | 0.98% | 22 |
|
2018
Q3 | $1.9M | Buy |
5,108
+772
| +18% | +$287K | 1.17% | 23 |
|
2018
Q2 | $1.46M | Hold |
4,336
| – | – | 0.89% | 25 |
|
2018
Q1 | $1.42M | Hold |
4,336
| – | – | 0.88% | 27 |
|
2017
Q4 | $1.28M | Hold |
4,336
| – | – | 0.79% | 27 |
|
2017
Q3 | $1.1M | Sell |
4,336
-30
| -0.7% | -$7.63K | 0.66% | 31 |
|
2017
Q2 | $863K | Sell |
4,366
-20
| -0.5% | -$3.95K | 0.54% | 32 |
|
2017
Q1 | $776K | Buy |
4,386
+90
| +2% | +$15.9K | 0.49% | 36 |
|
2016
Q4 | $669K | Hold |
4,296
| – | – | 0.43% | 39 |
|
2016
Q3 | $566K | Sell |
4,296
-500
| -10% | -$65.9K | 0.37% | 42 |
|
2016
Q2 | $623K | Sell |
4,796
-500
| -9% | -$65K | 0.42% | 35 |
|
2016
Q1 | $672K | Sell |
5,296
-245
| -4% | -$31.1K | 0.46% | 35 |
|
2015
Q4 | $801K | Buy |
5,541
+245
| +5% | +$35.4K | 0.56% | 31 |
|
2015
Q3 | $694K | Hold |
5,296
| – | – | 0.49% | 32 |
|
2015
Q2 | $735K | Buy |
5,296
+786
| +17% | +$109K | 0.5% | 29 |
|
2015
Q1 | $677K | Sell |
4,510
-50
| -1% | -$7.51K | 0.45% | 30 |
|
2014
Q4 | $593K | Buy |
+4,560
| New | +$593K | 0.54% | 28 |
|