Stamos Capital Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.06M | Buy |
30,460
+3,082
| +11% | +$702K | 0.95% | 26 |
|
|
2025
Q4 | $5.94M | Buy |
27,378
+1,306
| +5% | +$269K | 0.96% | 27 |
|
|
2025
Q3 | $5.63M | Sell |
26,072
-4,730
| -15% | -$1.07M | 1.06% | 24 |
|
|
2025
Q2 | $6.45M | Buy |
30,802
+9,808
| +47% | +$1.85M | 1.16% | 22 |
|
|
2025
Q1 | $3.58M | Sell |
20,994
-11,376
| -35% | -$1.97M | 0.94% | 26 |
|
|
2024
Q4 | $5.73M | Sell |
32,370
-2,460
| -7% | -$386K | 1.34% | 14 |
|
|
2024
Q3 | $5.3M | Buy |
34,830
+3,160
| +10% | +$542K | 1.25% | 22 |
|
|
2024
Q2 | $5.76M | Buy |
31,670
+8,220
| +35% | +$1.47M | 1.22% | 20 |
|
|
2024
Q1 | $4.53M | Buy |
23,450
+11,760
| +101% | +$2.42M | 1.03% | 24 |
|
|
2023
Q4 | $3.05M | Sell |
11,690
-15,350
| -57% | -$3.28M | 0.83% | 26 |
|
|
2023
Q3 | $5.18M | Hold |
27,040
| – | – | 1.15% | 23 |
|
|
2023
Q2 | $5.71M | Sell |
27,040
-4,840
| -15% | -$1.01M | 1.34% | 20 |
|
|
2023
Q1 | $6.77M | Hold |
31,880
| – | – | 1.75% | 15 |
|
|
2022
Q4 | $6.07M | Sell |
31,880
-23,492
| -42% | -$3.84M | 1.92% | 16 |
|
|
2022
Q3 | $6.7M | Sell |
55,372
-13,938
| -20% | -$2.14M | 1.7% | 20 |
|
|
2022
Q2 | $9.48M | Buy |
69,310
+29,460
| +74% | +$4.35M | 2.87% | 10 |
|
|
2022
Q1 | $7.63M | Buy |
39,850
+14,850
| +59% | +$2.98M | 2.55% | 13 |
|
|
2021
Q4 | $5.03M | Buy |
25,000
+2,460
| +11% | +$520K | 2.34% | 17 |
|
|
2021
Q3 | $4.96M | Sell |
22,540
-1,660
| -7% | -$370K | 2.77% | 11 |
|
|
2021
Q2 | $5.8M | Sell |
24,200
-3,800
| -14% | -$919K | 3.06% | 11 |
|
|
2021
Q1 | $7.13M | Hold |
28,000
| – | – | 3.6% | 8 |
|
|
2020
Q4 | $5.99M | Sell |
28,000
-23,000
| -45% | -$4.42M | 2.56% | 7 |
|
|
2020
Q3 | $8.43M | Buy |
+51,000
| New | +$8.69M | 3.13% | 2 |
|
|
2020
Q2 | – | Sell |
-56,050
| Closed | -$8.36M | – | 59 |
|
|
2020
Q1 | $8.36M | Buy |
56,050
+49,925
| +815% | +$13.7M | 4.4% | 1 |
|
|
2019
Q4 | $2M | Buy |
6,125
+3,447
| +129% | +$1.22M | 1.61% | 22 |
|
|
2019
Q3 | $1.02M | Hold |
2,678
| – | – | 0.91% | 30 |
|
|
2019
Q2 | $955K | Sell |
2,678
-6,322
| -70% | -$2.31M | 0.96% | 30 |
|
|
2019
Q1 | $3.97M | Sell |
9,000
-950
| -10% | -$366K | 5.08% | 2 |
|
|
2018
Q4 | $3.21M | Buy |
+9,950
| New | +$3.44M | 2.42% | 10 |
|
Other funds holding BA
VCM
VPM
