Souders 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 | $687K | Buy |
3,277
+210
| +7% | +$44K | 0.09% | 112 |
|
|
2025
Q1 | $523K | Sell |
3,067
-578
| -16% | -$98.6K | 0.07% | 128 |
|
|
2024
Q4 | $645K | Sell |
3,645
-1,944
| -35% | -$344K | 0.09% | 117 |
|
|
2024
Q3 | $850K | Buy |
+5,589
| New | +$850K | 0.12% | 108 |
|
|
2022
Q2 | – | Sell |
-1,094
| Closed | -$209K | – | 137 |
|
|
2022
Q1 | $209K | Buy |
1,094
+52
| +5% | +$9.93K | 0.06% | 137 |
|
|
2021
Q4 | $210K | Sell |
1,042
-22
| -2% | -$4.43K | 0.06% | 130 |
|
|
2021
Q3 | $234K | Buy |
1,064
+92
| +9% | +$20.2K | 0.08% | 125 |
|
|
2021
Q2 | $233K | Hold |
972
| – | – | 0.08% | 126 |
|
|
2021
Q1 | $248K | Buy |
+972
| New | +$248K | 0.1% | 112 |
|
|
2020
Q2 | – | Sell |
-5,101
| Closed | -$761K | – | 99 |
|
|
2020
Q1 | $761K | Buy |
+5,101
| New | +$761K | 0.67% | 41 |
|