SFA
Spectrum Financial Alliance’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3M | Sell |
284,484
-3,967
| -1% | -$896K | 17.33% | 1 |
|
|
2025
Q1 | $49.2M | Buy |
288,451
+16,298
| +6% | +$2.78M | 15.99% | 1 |
|
|
2024
Q4 | $48.2M | Buy |
272,153
+6,663
| +3% | +$1.18M | 16.72% | 1 |
|
|
2024
Q3 | $40.4M | Buy |
265,490
+29,115
| +12% | +$4.43M | 14.45% | 4 |
|
|
2024
Q2 | $43M | Buy |
236,375
+33,644
| +17% | +$6.12M | 15.39% | 3 |
|
|
2024
Q1 | $39.1M | Buy |
202,731
+28,398
| +16% | +$5.48M | 15.24% | 3 |
|
|
2023
Q4 | $45.4M | Sell |
174,333
-4,008
| -2% | -$1.04M | 18.73% | 1 |
|
|
2023
Q3 | $33M | Buy |
178,341
+2,807
| +2% | +$519K | 16.62% | 1 |
|
|
2023
Q2 | $37.1M | Sell |
175,534
-2,807
| -2% | -$593K | 17.61% | 1 |
|
|
2023
Q1 | $37.9M | Buy |
178,341
+4,403
| +3% | +$935K | 17.56% | 1 |
|
|
2022
Q4 | $33.1M | Buy |
+173,938
| New | +$33.1M | 16.75% | 2 |
|
|
2022
Q2 | $22.3M | Buy |
162,955
+7,255
| +5% | +$992K | 13.01% | 5 |
|
|
2022
Q1 | $29.8M | Buy |
155,700
+42,911
| +38% | +$8.22M | 14.69% | 4 |
|
|
2021
Q4 | $22.7M | Buy |
+112,789
| New | +$22.7M | 11.09% | 5 |
|
|
2021
Q2 | $27.3M | Buy |
113,811
+10,051
| +10% | +$2.41M | 12.71% | 4 |
|
|
2021
Q1 | $26.4M | Buy |
103,760
+2,140
| +2% | +$545K | 13.22% | 4 |
|
|
2020
Q4 | $21.8M | Buy |
101,620
+2,795
| +3% | +$598K | 12.35% | 4 |
|
|
2020
Q3 | $16.3M | Buy |
98,825
+21,593
| +28% | +$3.57M | 11.2% | 4 |
|
|
2020
Q2 | $14.2M | Buy |
77,232
+3,875
| +5% | +$710K | 10.55% | 5 |
|
|
2020
Q1 | $10.4M | Buy |
73,357
+1,524
| +2% | +$215K | 9.35% | 6 |
|
|
2019
Q4 | $23.4M | Buy |
71,833
+17,549
| +32% | +$5.72M | 13.61% | 3 |
|
|
2019
Q3 | $20.7M | Buy |
54,284
+4,474
| +9% | +$1.7M | 13.34% | 3 |
|
|
2019
Q2 | $18M | Buy |
49,810
+154
| +0.3% | +$55.8K | 11.3% | 4 |
|
|
2019
Q1 | $18.8M | Buy |
49,656
+682
| +1% | +$258K | 12.89% | 3 |
|
|
2018
Q4 | $15.7M | Sell |
48,974
-50
| -0.1% | -$16K | 11.96% | 4 |
|
|
2018
Q3 | $18.2M | Sell |
49,024
-108
| -0.2% | -$40.2K | 11.38% | 4 |
|
|
2018
Q2 | $16.5M | Buy |
49,132
+417
| +0.9% | +$140K | 10.97% | 5 |
|
|
2018
Q1 | $16M | Buy |
+48,715
| New | +$16M | 10.47% | 5 |
|