Stonegate Investment Group’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
2,069
+713
+53% +$149K 0.01% 257
2025
Q1
$231K Sell
1,356
-155
-10% -$26.4K 0.01% 308
2024
Q4
$267K Buy
1,511
+177
+13% +$31.3K 0.01% 284
2024
Q3
$203K Sell
1,334
-5,539
-81% -$842K 0.01% 340
2024
Q2
$1.25M Buy
6,873
+2,331
+51% +$424K 0.04% 148
2024
Q1
$877K Buy
4,542
+4
+0.1% +$772 0.03% 173
2023
Q4
$1.18M Buy
4,538
+58
+1% +$15.1K 0.04% 145
2023
Q3
$859K Hold
4,480
0.03% 163
2023
Q2
$946K Buy
4,480
+2,303
+106% +$486K 0.03% 164
2023
Q1
$462K Buy
2,177
+11
+0.5% +$2.34K 0.02% 214
2022
Q4
$413K Sell
2,166
-1,805
-45% -$344K 0.02% 216
2022
Q3
$481K Buy
3,971
+401
+11% +$48.6K 0.02% 184
2022
Q2
$488K Sell
3,570
-171,652
-98% -$23.5M 0.02% 186
2022
Q1
$33.6M Buy
175,222
+6,479
+4% +$1.24M 1.1% 28
2021
Q4
$34M Buy
+168,743
New +$34M 1.43% 28