Safeguard Investment Advisory Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
4,310
+236
| +6% | +$49.4K | 0.23% | 51 |
|
|
2025
Q1 | $695K | Buy |
4,074
+5
| +0.1% | +$853 | 0.19% | 54 |
|
|
2024
Q4 | $720K | Buy |
4,069
+167
| +4% | +$29.6K | 0.2% | 49 |
|
|
2024
Q3 | $593K | Sell |
3,902
-27
| -0.7% | -$4.1K | 0.17% | 54 |
|
|
2024
Q2 | $715K | Sell |
3,929
-286
| -7% | -$52K | 0.22% | 44 |
|
|
2024
Q1 | $813K | Sell |
4,215
-18
| -0.4% | -$3.47K | 0.28% | 41 |
|
|
2023
Q4 | $1.1M | Buy |
4,233
+86
| +2% | +$22.4K | 0.42% | 30 |
|
|
2023
Q3 | $795K | Sell |
4,147
-167
| -4% | -$32K | 0.35% | 36 |
|
|
2023
Q2 | $911K | Sell |
4,314
-628
| -13% | -$133K | 0.39% | 37 |
|
|
2023
Q1 | $1.05M | Sell |
4,942
-82
| -2% | -$17.4K | 0.5% | 32 |
|
|
2022
Q4 | $957K | Buy |
5,024
+1
| +0% | +$190 | 0.59% | 36 |
|
|
2022
Q3 | $608K | Buy |
5,023
+109
| +2% | +$13.2K | 0.42% | 41 |
|
|
2022
Q2 | $941K | Hold |
4,914
| – | – | 0.58% | 35 |
|
|
2022
Q1 | $941K | Buy |
4,914
+114
| +2% | +$21.8K | 0.64% | 30 |
|
|
2021
Q4 | $966K | Sell |
4,800
-116
| -2% | -$23.3K | 0.56% | 33 |
|
|
2021
Q3 | $1.08M | Buy |
4,916
+575
| +13% | +$126K | 0.7% | 30 |
|
|
2021
Q2 | $1.04M | Sell |
4,341
-20
| -0.5% | -$4.79K | 0.74% | 27 |
|
|
2021
Q1 | $1.11M | Sell |
4,361
-30
| -0.7% | -$7.64K | 0.99% | 23 |
|
|
2020
Q4 | $940K | Buy |
+4,391
| New | +$940K | 0.83% | 22 |
|