Safeguard Investment Advisory Group’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$908K Sell
2025
Q2
$903K Buy
2025
Q1
$695K Buy
2024
Q4
$720K Buy
2024
Q3
$593K Sell
2024
Q2
$715K Sell
2024
Q1
$813K Sell
2023
Q4
$1.1M Buy
2023
Q3
$795K Sell
2023
Q2
$911K Sell
2023
Q1
$1.05M Sell
2022
Q4
$957K Buy
2022
Q3
$608K Buy
2022
Q2
$941K Hold
2022
Q1
$941K Buy
2021
Q4
$966K Sell
2021
Q3
$1.08M Buy
2021
Q2
$1.04M Sell
2021
Q1
$1.11M Sell
2020
Q4
$940K Buy