SFMG Wealth 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 | $703K | Buy |
3,355
+396
| +13% | +$83K | 0.05% | 123 |
|
|
2025
Q1 | $505K | Buy |
2,959
+123
| +4% | +$21K | 0.04% | 147 |
|
|
2024
Q4 | $502K | Sell |
2,836
-46
| -2% | -$8.14K | 0.04% | 151 |
|
|
2024
Q3 | $438K | Sell |
2,882
-5
| -0.2% | -$760 | 0.04% | 156 |
|
|
2024
Q2 | $525K | Sell |
2,887
-43
| -1% | -$7.83K | 0.05% | 133 |
|
|
2024
Q1 | $565K | Sell |
2,930
-22
| -0.7% | -$4.25K | 0.05% | 130 |
|
|
2023
Q4 | $770K | Buy |
2,952
+64
| +2% | +$16.7K | 0.07% | 104 |
|
|
2023
Q3 | $554K | Sell |
2,888
-243
| -8% | -$46.6K | 0.06% | 115 |
|
|
2023
Q2 | $661K | Sell |
3,131
-281
| -8% | -$59.3K | 0.07% | 107 |
|
|
2023
Q1 | $725K | Buy |
3,412
+522
| +18% | +$111K | 0.08% | 101 |
|
|
2022
Q4 | $551K | Sell |
2,890
-268
| -8% | -$51.1K | 0.06% | 128 |
|
|
2022
Q3 | $412K | Hold |
3,158
| – | – | 0.05% | 138 |
|
|
2022
Q2 | $432K | Buy |
3,158
+122
| +4% | +$16.7K | 0.05% | 138 |
|
|
2022
Q1 | $581K | Sell |
3,036
-1,602
| -35% | -$307K | 0.06% | 128 |
|
|
2021
Q4 | $934K | Buy |
4,638
+167
| +4% | +$33.6K | 0.09% | 101 |
|
|
2021
Q3 | $983K | Sell |
4,471
-424
| -9% | -$93.2K | 0.11% | 91 |
|
|
2021
Q2 | $1.17M | Buy |
4,895
+301
| +7% | +$72.1K | 0.13% | 83 |
|
|
2021
Q1 | $1.17M | Buy |
4,594
+795
| +21% | +$202K | 0.14% | 77 |
|
|
2020
Q4 | $813K | Buy |
3,799
+425
| +13% | +$91K | 0.1% | 96 |
|
|
2020
Q3 | $558K | Sell |
3,374
-154
| -4% | -$25.5K | 0.08% | 97 |
|
|
2020
Q2 | $647K | Sell |
3,528
-291
| -8% | -$53.4K | 0.09% | 78 |
|
|
2020
Q1 | $570K | Sell |
3,819
-855
| -18% | -$128K | 0.09% | 69 |
|
|
2019
Q4 | $1.52M | Buy |
4,674
+894
| +24% | +$291K | 0.19% | 47 |
|
|
2019
Q3 | $1.44M | Sell |
3,780
-97
| -3% | -$36.9K | 0.19% | 40 |
|
|
2019
Q2 | $1.34M | Buy |
3,877
+55
| +1% | +$19K | 0.18% | 34 |
|
|
2019
Q1 | $1.46M | Buy |
3,822
+248
| +7% | +$94.6K | 0.21% | 33 |
|
|
2018
Q4 | $1.15M | Buy |
3,574
+1,003
| +39% | +$323K | 0.19% | 38 |
|
|
2018
Q3 | $920K | Sell |
2,571
-7
| -0.3% | -$2.51K | 0.14% | 46 |
|
|
2018
Q2 | $865K | Sell |
2,578
-256
| -9% | -$85.9K | 0.14% | 51 |
|
|
2018
Q1 | $929K | Buy |
2,834
+22
| +0.8% | +$7.21K | 0.16% | 47 |
|
|
2017
Q4 | $829K | Buy |
2,812
+201
| +8% | +$59.3K | 0.14% | 51 |
|
|
2017
Q3 | $664K | Sell |
2,611
-4
| -0.2% | -$1.02K | 0.13% | 56 |
|
|
2017
Q2 | $517K | Buy |
2,615
+4
| +0.2% | +$791 | 0.11% | 62 |
|
|
2017
Q1 | $462K | Buy |
2,611
+904
| +53% | +$160K | 0.09% | 66 |
|
|
2016
Q4 | $266K | Buy |
1,707
+72
| +4% | +$11.2K | 0.06% | 97 |
|
|
2016
Q3 | $215K | Buy |
+1,635
| New | +$215K | 0.05% | 103 |
|
|
2016
Q1 | – | Sell |
-1,438
| Closed | -$208K | – | 100 |
|
|
2015
Q4 | $208K | Buy |
+1,438
| New | +$208K | 0.05% | 103 |
|
|
2015
Q2 | – | Sell |
-2,664
| Closed | -$400K | – | 124 |
|
|
2015
Q1 | $400K | Buy |
+2,664
| New | +$400K | 0.03% | 118 |
|