SRC
Shufro Rose & Co’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Hold |
2,600
| – | – | 0.04% | 190 |
|
|
2025
Q1 | $443K | Sell |
2,600
-4
| -0.2% | -$682 | 0.04% | 192 |
|
|
2024
Q4 | $461K | Buy |
2,604
+4
| +0.2% | +$708 | 0.04% | 180 |
|
|
2024
Q3 | $473K | Hold |
2,600
| – | – | 0.04% | 175 |
|
|
2024
Q2 | $473K | Hold |
2,600
| – | – | 0.04% | 175 |
|
|
2024
Q1 | $502K | Buy |
2,600
+500
| +24% | +$96.5K | 0.04% | 174 |
|
|
2023
Q4 | $403K | Hold |
2,100
| – | – | 0.04% | 180 |
|
|
2023
Q3 | $403K | Sell |
2,100
-215
| -9% | -$41.2K | 0.04% | 180 |
|
|
2023
Q2 | $489K | Buy |
2,315
+15
| +0.7% | +$3.17K | 0.04% | 167 |
|
|
2023
Q1 | $489K | Sell |
2,300
-175
| -7% | -$37.2K | 0.05% | 173 |
|
|
2022
Q4 | $471K | Sell |
2,475
-15
| -0.6% | -$2.86K | 0.04% | 176 |
|
|
2022
Q3 | $301K | Hold |
2,490
| – | – | 0.03% | 225 |
|
|
2022
Q2 | $340K | Sell |
2,490
-2
| -0.1% | -$273 | 0.03% | 212 |
|
|
2022
Q1 | $477K | Sell |
2,492
-110
| -4% | -$21.1K | 0.04% | 188 |
|
|
2021
Q4 | $524K | Sell |
2,602
-10
| -0.4% | -$2.01K | 0.04% | 181 |
|
|
2021
Q3 | $574K | Buy |
2,612
+20
| +0.8% | +$4.4K | 0.04% | 155 |
|
|
2021
Q2 | $621K | Sell |
2,592
-300
| -10% | -$71.9K | 0.05% | 150 |
|
|
2021
Q1 | $737K | Buy |
2,892
+325
| +13% | +$82.8K | 0.06% | 131 |
|
|
2020
Q4 | $549K | Buy |
+2,567
| New | +$549K | 0.05% | 158 |
|
|
2020
Q3 | – | Sell |
-3,667
| Closed | -$672K | – | 279 |
|
|
2020
Q2 | $672K | Sell |
3,667
-198
| -5% | -$36.3K | 0.07% | 124 |
|
|
2020
Q1 | $576K | Hold |
3,865
| – | – | 0.07% | 128 |
|
|
2019
Q4 | $1.26M | Buy |
3,865
+200
| +5% | +$65.1K | 0.11% | 99 |
|
|
2019
Q3 | $1.39M | Buy |
3,665
+100
| +3% | +$38K | 0.14% | 93 |
|
|
2019
Q2 | $1.3M | Buy |
3,565
+1,000
| +39% | +$364K | 0.13% | 98 |
|
|
2019
Q1 | $978K | Sell |
2,565
-25
| -1% | -$9.53K | 0.1% | 112 |
|
|
2018
Q4 | $835K | Buy |
2,590
+200
| +8% | +$64.5K | 0.09% | 119 |
|
|
2018
Q3 | $889K | Hold |
2,390
| – | – | 0.08% | 134 |
|
|
2018
Q2 | $802K | Buy |
2,390
+15
| +0.6% | +$5.03K | 0.08% | 138 |
|
|
2018
Q1 | $779K | Buy |
+2,375
| New | +$779K | 0.08% | 137 |
|