Sowell Financial Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
29,638
+59
| +0.2% | +$12.4K | 0.25% | 84 |
|
|
2025
Q1 | $5.04M | Buy |
29,579
+1,166
| +4% | +$199K | 0.23% | 97 |
|
|
2024
Q4 | $5.03M | Sell |
28,413
-2,238
| -7% | -$396K | 0.26% | 92 |
|
|
2024
Q3 | $4.66M | Sell |
30,651
-617
| -2% | -$93.8K | 0.22% | 116 |
|
|
2024
Q2 | $5.69M | Sell |
31,268
-1,364
| -4% | -$248K | 0.27% | 86 |
|
|
2024
Q1 | $6.3M | Sell |
32,632
-4,272
| -12% | -$824K | 0.3% | 81 |
|
|
2023
Q4 | $9.62M | Buy |
36,904
+1,081
| +3% | +$282K | 0.52% | 39 |
|
|
2023
Q3 | $6.87M | Buy |
35,823
+2,131
| +6% | +$408K | 0.43% | 53 |
|
|
2023
Q2 | $7.11M | Buy |
33,692
+4,542
| +16% | +$959K | 0.4% | 56 |
|
|
2023
Q1 | $6.19M | Sell |
29,150
-7,124
| -20% | -$1.51M | 0.48% | 40 |
|
|
2022
Q4 | $6.91M | Buy |
+36,274
| New | +$6.91M | 0.45% | 46 |
|
|
2022
Q1 | – | Sell |
-18,792
| Closed | -$3.78M | – | 194 |
|
|
2021
Q4 | $3.78M | Sell |
18,792
-8,118
| -30% | -$1.63M | 0.22% | 100 |
|
|
2021
Q3 | $5.92M | Sell |
26,910
-457
| -2% | -$101K | 0.4% | 56 |
|
|
2021
Q2 | $6.56M | Sell |
27,367
-17,521
| -39% | -$4.2M | 0.43% | 55 |
|
|
2021
Q1 | $10.3M | Buy |
44,888
+2,931
| +7% | +$674K | 0.36% | 60 |
|
|
2020
Q4 | $8.98M | Buy |
41,957
+790
| +2% | +$169K | 0.38% | 58 |
|
|
2020
Q3 | $6.8M | Sell |
41,167
-782
| -2% | -$129K | 0.34% | 67 |
|
|
2020
Q2 | $7.69M | Buy |
41,949
+2,958
| +8% | +$542K | 0.42% | 60 |
|
|
2020
Q1 | $5.82M | Buy |
38,991
+7,658
| +24% | +$1.14M | 0.43% | 51 |
|
|
2019
Q4 | $10.2M | Buy |
31,333
+1,193
| +4% | +$389K | 0.78% | 22 |
|
|
2019
Q3 | $11.5M | Buy |
+30,140
| New | +$11.5M | 0.95% | 14 |
|
|
2019
Q1 | $11.6M | Sell |
30,377
-708
| -2% | -$270K | 1.29% | 8 |
|
|
2018
Q4 | $10M | Buy |
31,085
+3,161
| +11% | +$1.02M | 1.42% | 10 |
|
|
2018
Q3 | $10.4M | Buy |
27,924
+157
| +0.6% | +$58.4K | 1.51% | 8 |
|
|
2018
Q2 | $9.4M | Buy |
27,767
+2,360
| +9% | +$799K | 1.99% | 6 |
|
|
2018
Q1 | $8.24M | Sell |
25,407
-362
| -1% | -$117K | 2.06% | 8 |
|
|
2017
Q4 | $8.77M | Buy |
25,769
+91
| +0.4% | +$31K | 2.14% | 5 |
|
|
2017
Q3 | $6.64M | Sell |
25,678
-3,190
| -11% | -$825K | 1.73% | 12 |
|
|
2017
Q2 | $6.91M | Buy |
28,868
+3,231
| +13% | +$774K | 1.96% | 8 |
|
|
2017
Q1 | $4.75M | Buy |
25,637
+984
| +4% | +$182K | 1.4% | 18 |
|
|
2016
Q4 | $4.15M | Buy |
+24,653
| New | +$4.15M | 1.39% | 15 |
|