Sequoia Financial 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 | $8.02M | Buy |
38,283
+4,847
| +14% | +$1.02M | 0.05% | 212 |
|
|
2025
Q1 | $5.7M | Buy |
33,436
+8,676
| +35% | +$1.48M | 0.04% | 249 |
|
|
2024
Q4 | $4.38M | Buy |
24,760
+1,543
| +7% | +$273K | 0.04% | 269 |
|
|
2024
Q3 | $3.53M | Buy |
23,217
+2,179
| +10% | +$331K | 0.04% | 269 |
|
|
2024
Q2 | $3.83M | Buy |
21,038
+180
| +0.9% | +$32.8K | 0.05% | 218 |
|
|
2024
Q1 | $4.03M | Sell |
20,858
-17,521
| -46% | -$3.38M | 0.05% | 218 |
|
|
2023
Q4 | $10M | Buy |
38,379
+18,896
| +97% | +$4.93M | 0.12% | 145 |
|
|
2023
Q3 | $3.73M | Sell |
19,483
-35
| -0.2% | -$6.71K | 0.07% | 173 |
|
|
2023
Q2 | $4.12M | Buy |
19,518
+5,293
| +37% | +$1.12M | 0.07% | 172 |
|
|
2023
Q1 | $3.02M | Buy |
14,225
+349
| +3% | +$74.1K | 0.07% | 176 |
|
|
2022
Q4 | $2.64M | Buy |
13,876
+4,712
| +51% | +$898K | 0.07% | 176 |
|
|
2022
Q3 | $1.11M | Sell |
9,164
-825
| -8% | -$99.9K | 0.04% | 207 |
|
|
2022
Q2 | $1.37M | Sell |
9,989
-1,121
| -10% | -$153K | 0.04% | 204 |
|
|
2022
Q1 | $2.13M | Sell |
11,110
-535
| -5% | -$102K | 0.05% | 188 |
|
|
2021
Q4 | $2.34M | Buy |
11,645
+9,722
| +506% | +$1.96M | 0.06% | 168 |
|
|
2021
Q3 | $423K | Sell |
1,923
-10,767
| -85% | -$2.37M | 0.04% | 169 |
|
|
2021
Q2 | $3.04M | Buy |
12,690
+1,119
| +10% | +$268K | 0.11% | 119 |
|
|
2021
Q1 | $2.95M | Buy |
11,571
+278
| +2% | +$70.8K | 0.12% | 103 |
|
|
2020
Q4 | $2.42M | Buy |
11,293
+1,383
| +14% | +$296K | 0.11% | 108 |
|
|
2020
Q3 | $1.64M | Sell |
9,910
-223
| -2% | -$36.9K | 0.09% | 121 |
|
|
2020
Q2 | $1.86M | Buy |
10,133
+980
| +11% | +$180K | 0.11% | 96 |
|
|
2020
Q1 | $1.37M | Buy |
9,153
+472
| +5% | +$70.4K | 0.1% | 101 |
|
|
2019
Q4 | $2.83M | Sell |
8,681
-547
| -6% | -$178K | 0.18% | 72 |
|
|
2019
Q3 | $3.51M | Sell |
9,228
-251
| -3% | -$95.5K | 0.25% | 58 |
|
|
2019
Q2 | $3.45M | Buy |
9,479
+369
| +4% | +$134K | 0.26% | 60 |
|
|
2019
Q1 | $3.48M | Buy |
9,110
+3,284
| +56% | +$1.25M | 0.29% | 54 |
|
|
2018
Q4 | $1.88M | Buy |
5,826
+1,217
| +26% | +$393K | 0.22% | 69 |
|
|
2018
Q3 | $1.71M | Sell |
4,609
-201
| -4% | -$74.7K | 0.17% | 84 |
|
|
2018
Q2 | $1.61M | Buy |
4,810
+8
| +0.2% | +$2.68K | 0.17% | 86 |
|
|
2018
Q1 | $1.57M | Buy |
4,802
+144
| +3% | +$47.2K | 0.17% | 89 |
|
|
2017
Q4 | $1.37M | Buy |
4,658
+795
| +21% | +$235K | 0.14% | 95 |
|
|
2017
Q3 | $982K | Buy |
3,863
+195
| +5% | +$49.6K | 0.12% | 110 |
|
|
2017
Q2 | $725K | Buy |
3,668
+214
| +6% | +$42.3K | 0.09% | 129 |
|
|
2017
Q1 | $611K | Buy |
3,454
+268
| +8% | +$47.4K | 0.08% | 126 |
|
|
2016
Q4 | $496K | Buy |
3,186
+1,178
| +59% | +$183K | 0.07% | 137 |
|
|
2016
Q3 | $265K | Sell |
2,008
-14
| -0.7% | -$1.85K | 0.05% | 185 |
|
|
2016
Q2 | $263K | Buy |
2,022
+20
| +1% | +$2.6K | 0.07% | 191 |
|
|
2016
Q1 | $254K | Sell |
2,002
-211
| -10% | -$26.8K | 0.08% | 155 |
|
|
2015
Q4 | $320K | Buy |
2,213
+17
| +0.8% | +$2.46K | 0.13% | 121 |
|
|
2015
Q3 | $288K | Sell |
2,196
-307
| -12% | -$40.3K | 0.13% | 123 |
|
|
2015
Q2 | $347K | Sell |
2,503
-2
| -0.1% | -$277 | 0.15% | 125 |
|
|
2015
Q1 | $376K | Buy |
2,505
+166
| +7% | +$24.9K | 0.17% | 108 |
|
|
2014
Q4 | $304K | Buy |
2,339
+502
| +27% | +$65.2K | 0.21% | 104 |
|
|
2014
Q3 | $234K | Sell |
1,837
-37
| -2% | -$4.71K | 0.16% | 136 |
|
|
2014
Q2 | $238K | Buy |
1,874
+28
| +2% | +$3.56K | 0.18% | 131 |
|
|
2014
Q1 | $232K | Sell |
1,846
-39
| -2% | -$4.9K | 0.19% | 135 |
|
|
2013
Q4 | $257K | Buy |
+1,885
| New | +$257K | 0.21% | 109 |
|