Steward Partners Investment Advisory’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 | $20.4M | Buy |
102,538
+4,846
| +5% | +$1.1M | 0.1% | 175 |
|
|
2025
Q4 | $21.2M | Buy |
97,692
+3,534
| +4% | +$727K | 0.12% | 158 |
|
|
2025
Q3 | $20.3M | Buy |
94,158
+15,555
| +20% | +$3.51M | 0.12% | 162 |
|
|
2025
Q2 | $16.5M | Buy |
78,603
+22,290
| +40% | +$4.21M | 0.13% | 159 |
|
|
2025
Q1 | $9.6M | Buy |
56,313
+6,511
| +13% | +$1.13M | 0.08% | 237 |
|
|
2024
Q4 | $8.81M | Buy |
49,802
+7,346
| +17% | +$1.15M | 0.08% | 248 |
|
|
2024
Q3 | $6.45M | Buy |
42,456
+6,027
| +17% | +$1.03M | 0.06% | 307 |
|
|
2024
Q2 | $6.63M | Sell |
36,429
-5,305
| -13% | -$946K | 0.07% | 280 |
|
|
2024
Q1 | $8.05M | Sell |
41,734
-91,405
| -69% | -$18.8M | 0.09% | 243 |
|
|
2023
Q4 | $34.7M | Buy |
133,139
+6,337
| +5% | +$1.36M | 0.47% | 41 |
|
|
2023
Q3 | $24.3M | Buy |
126,802
+28,854
| +29% | +$6.31M | 0.37% | 56 |
|
|
2023
Q2 | $20.7M | Buy |
97,948
+6,891
| +8% | +$1.43M | 0.31% | 71 |
|
|
2023
Q1 | $19.3M | Buy |
91,057
+2,491
| +3% | +$518K | 0.31% | 74 |
|
|
2022
Q4 | $16.9M | Buy |
88,566
+150
| +0.2% | +$24.5K | 0.29% | 80 |
|
|
2022
Q3 | $10.7M | Buy |
88,416
+58,811
| +199% | +$9.02M | 0.2% | 118 |
|
|
2022
Q2 | $4.05M | Buy |
29,605
+4,679
| +19% | +$690K | 0.07% | 274 |
|
|
2022
Q1 | $4.77M | Sell |
24,926
-2,927
| -11% | -$588K | 0.07% | 270 |
|
|
2021
Q4 | $5.61M | Buy |
27,853
+1,028
| +4% | +$217K | 0.09% | 246 |
|
|
2021
Q3 | $5.9M | Sell |
26,825
-6,294
| -19% | -$1.4M | 0.1% | 221 |
|
|
2021
Q2 | $7.93M | Sell |
33,119
-18,058
| -35% | -$4.37M | 0.13% | 167 |
|
|
2021
Q1 | $13M | Buy |
51,177
+15,691
| +44% | +$3.49M | 0.23% | 104 |
|
|
2020
Q4 | $7.6M | Sell |
35,486
-5,921
| -14% | -$1.14M | 0.16% | 140 |
|
|
2020
Q3 | $6.84M | Buy |
41,407
+1,565
| +4% | +$267K | 0.17% | 134 |
|
|
2020
Q2 | $7.3M | Buy |
39,842
+6,650
| +20% | +$1.02M | 0.21% | 124 |
|
|
2020
Q1 | $4.95M | Buy |
33,192
+10,307
| +45% | +$2.82M | 0.18% | 136 |
|
|
2019
Q4 | $7.46M | Buy |
22,885
+1,781
| +8% | +$630K | 0.22% | 109 |
|
|
2019
Q3 | $8.03M | Buy |
21,104
+917
| +5% | +$328K | 0.27% | 91 |
|
|
2019
Q2 | $7.35M | Sell |
20,187
-26,806
| -57% | -$9.77M | 0.27% | 92 |
|
|
2019
Q1 | $17.9M | Buy |
46,993
+9,764
| +26% | +$3.76M | 0.76% | 30 |
|
|
2018
Q4 | $12M | Buy |
37,229
+5,035
| +16% | +$1.74M | 0.58% | 37 |
|
|
2018
Q3 | $12M | Buy |
32,194
+11,217
| +53% | +$3.94M | 0.57% | 29 |
|
|
2018
Q2 | $7.04M | Buy |
20,977
+5,487
| +35% | +$1.89M | 0.42% | 49 |
|
|
2018
Q1 | $5.08M | Buy |
15,490
+4,399
| +40% | +$1.49M | 0.35% | 68 |
|
|
2017
Q4 | $3.27M | Buy |
11,091
+70
| +0.6% | +$18.9K | 0.25% | 102 |
|
|
2017
Q3 | $2.8M | Buy |
11,021
+1,522
| +16% | +$355K | 0.29% | 91 |
|
|
2017
Q2 | $1.88M | Buy |
9,499
+821
| +9% | +$153K | 0.21% | 116 |
|
|
2017
Q1 | $1.53M | Buy |
8,678
+5,335
| +160% | +$909K | 0.23% | 94 |
|
|
2016
Q4 | $520K | Buy |
+3,343
| New | +$488K | 0.24% | 100 |
|
Other funds holding BA
VCM
VPM
