Steward Partners Investment Advisory’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.5M Buy
78,603
+22,290
+40% +$4.67M 0.13% 159
2025
Q1
$9.6M Buy
56,313
+6,511
+13% +$1.11M 0.08% 237
2024
Q4
$8.81M Buy
49,802
+7,346
+17% +$1.3M 0.08% 248
2024
Q3
$6.45M Buy
42,456
+6,027
+17% +$916K 0.06% 307
2024
Q2
$6.63M Sell
36,429
-5,305
-13% -$966K 0.07% 280
2024
Q1
$8.05M Sell
41,734
-91,405
-69% -$17.6M 0.09% 243
2023
Q4
$34.7M Buy
133,139
+6,337
+5% +$1.65M 0.47% 41
2023
Q3
$24.3M Buy
126,802
+28,854
+29% +$5.53M 0.37% 56
2023
Q2
$20.7M Buy
97,948
+6,891
+8% +$1.46M 0.31% 71
2023
Q1
$19.3M Buy
91,057
+2,491
+3% +$529K 0.31% 74
2022
Q4
$16.9M Buy
88,566
+150
+0.2% +$28.6K 0.29% 80
2022
Q3
$10.7M Buy
88,416
+58,811
+199% +$7.12M 0.2% 118
2022
Q2
$4.05M Buy
29,605
+4,679
+19% +$640K 0.07% 274
2022
Q1
$4.77M Sell
24,926
-2,927
-11% -$560K 0.07% 270
2021
Q4
$5.61M Buy
27,853
+1,028
+4% +$207K 0.09% 246
2021
Q3
$5.9M Sell
26,825
-6,294
-19% -$1.38M 0.1% 221
2021
Q2
$7.93M Sell
33,119
-18,058
-35% -$4.33M 0.13% 167
2021
Q1
$13M Buy
51,177
+15,691
+44% +$4M 0.23% 104
2020
Q4
$7.6M Sell
35,486
-5,921
-14% -$1.27M 0.16% 140
2020
Q3
$6.84M Buy
41,407
+1,565
+4% +$259K 0.17% 134
2020
Q2
$7.3M Buy
39,842
+6,650
+20% +$1.22M 0.21% 124
2020
Q1
$4.95M Buy
33,192
+10,307
+45% +$1.54M 0.18% 136
2019
Q4
$7.46M Buy
22,885
+1,781
+8% +$580K 0.22% 109
2019
Q3
$8.03M Buy
21,104
+917
+5% +$349K 0.27% 91
2019
Q2
$7.35M Sell
20,187
-26,806
-57% -$9.76M 0.27% 92
2019
Q1
$17.9M Buy
46,993
+9,764
+26% +$3.72M 0.76% 30
2018
Q4
$12M Buy
37,229
+5,035
+16% +$1.62M 0.58% 37
2018
Q3
$12M Buy
32,194
+11,217
+53% +$4.17M 0.57% 29
2018
Q2
$7.04M Buy
20,977
+5,487
+35% +$1.84M 0.42% 49
2018
Q1
$5.08M Buy
15,490
+4,399
+40% +$1.44M 0.35% 68
2017
Q4
$3.27M Buy
11,091
+70
+0.6% +$20.6K 0.25% 102
2017
Q3
$2.8M Buy
11,021
+1,522
+16% +$387K 0.29% 91
2017
Q2
$1.88M Buy
9,499
+821
+9% +$162K 0.21% 116
2017
Q1
$1.53M Buy
8,678
+5,335
+160% +$943K 0.23% 94
2016
Q4
$520K Buy
+3,343
New +$520K 0.24% 100