SageView 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 | $1.11M | Buy |
4,694
+1,246
| +36% | +$295K | 0.04% | 231 |
|
|
2025
Q1 | $588K | Buy |
3,448
+401
| +13% | +$68.4K | 0.03% | 314 |
|
|
2024
Q4 | $539K | Buy |
3,047
+915
| +43% | +$162K | 0.02% | 333 |
|
|
2024
Q3 | $324K | Sell |
2,132
-2,484
| -54% | -$378K | 0.02% | 373 |
|
|
2024
Q2 | $840K | Buy |
4,616
+1,809
| +64% | +$329K | 0.04% | 248 |
|
|
2024
Q1 | $542K | Sell |
2,807
-38,049
| -93% | -$7.34M | 0.03% | 307 |
|
|
2023
Q4 | $8.19M | Buy |
40,856
+37,606
| +1,157% | +$7.54M | 0.35% | 37 |
|
|
2023
Q3 | $623K | Sell |
3,250
-114
| -3% | -$21.8K | 0.04% | 293 |
|
|
2023
Q2 | $710K | Buy |
3,364
+1,139
| +51% | +$240K | 0.04% | 282 |
|
|
2023
Q1 | $473K | Sell |
2,225
-250
| -10% | -$53.1K | 0.03% | 316 |
|
|
2022
Q4 | $472K | Buy |
+2,475
| New | +$472K | 0.04% | 247 |
|