SDH
Sloy Dahl & Holst’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+1,171
| New | +$245K | 0.03% | 98 |
|
|
2025
Q1 | – | Sell |
-1,322
| Closed | -$234K | – | 110 |
|
|
2024
Q4 | $234K | Hold |
1,322
| – | – | 0.03% | 93 |
|
|
2024
Q3 | $201K | Hold |
1,322
| – | – | 0.03% | 99 |
|
|
2024
Q2 | $241K | Sell |
1,322
-12
| -0.9% | -$2.18K | 0.05% | 77 |
|
|
2024
Q1 | $257K | Hold |
1,334
| – | – | 0.06% | 70 |
|
|
2023
Q4 | $348K | Sell |
1,334
-58
| -4% | -$15.1K | 0.07% | 62 |
|
|
2023
Q3 | $267K | Hold |
1,392
| – | – | 0.06% | 67 |
|
|
2023
Q2 | $294K | Buy |
1,392
+301
| +28% | +$63.6K | 0.05% | 60 |
|
|
2023
Q1 | $232K | Hold |
1,091
| – | – | 0.05% | 64 |
|
|
2022
Q4 | $208K | Buy |
+1,091
| New | +$208K | 0.07% | 64 |
|
|
2022
Q2 | – | Sell |
-1,659
| Closed | -$317K | – | 76 |
|
|
2022
Q1 | $317K | Hold |
1,659
| – | – | 0.05% | 51 |
|
|
2021
Q4 | $365K | Hold |
1,659
| – | – | 0.08% | 56 |
|
|
2021
Q3 | $365K | Buy |
1,659
+304
| +22% | +$66.9K | 0.08% | 56 |
|
|
2021
Q2 | $324K | Sell |
1,355
-274
| -17% | -$65.5K | 0.04% | 48 |
|
|
2021
Q1 | $415K | Buy |
1,629
+401
| +33% | +$102K | 0.06% | 43 |
|
|
2020
Q4 | $408K | Buy |
+1,228
| New | +$408K | 0.2% | 29 |
|
|
2020
Q3 | – | Sell |
-1,124
| Closed | -$206K | – | 38 |
|
|
2020
Q2 | $206K | Buy |
+1,124
| New | +$206K | 0.1% | 39 |
|
|
2020
Q1 | – | Sell |
-1,228
| Closed | -$400K | – | 38 |
|
|
2019
Q4 | $400K | Buy |
+1,228
| New | +$400K | 0.37% | 25 |
|