Strategic Financial Services’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 | $231K | Hold |
1,160
| – | – | 0.01% | 139 |
|
|
2025
Q4 | $282K | Buy |
+1,160
| New | +$239K | 0.01% | 120 |
|
|
2023
Q3 | – | Sell |
-920
| Closed | -$219K | – | 121 |
|
|
2023
Q2 | $219K | Buy |
+920
| New | +$191K | 0.02% | 118 |
|
|
2021
Q1 | – | Sell |
-1,423
| Closed | -$305K | – | 137 |
|
|
2020
Q4 | $305K | Hold |
1,423
| – | – | 0.03% | 116 |
|
|
2020
Q3 | $235K | Sell |
1,423
-35
| -2% | -$5.96K | 0.02% | 116 |
|
|
2020
Q2 | $267K | Sell |
1,458
-4,219
| -74% | -$649K | 0.03% | 115 |
|
|
2020
Q1 | $847K | Sell |
5,677
-441
| -7% | -$121K | 0.11% | 75 |
|
|
2019
Q4 | $1.99M | Sell |
6,118
-842
| -12% | -$298K | 0.23% | 83 |
|
|
2019
Q3 | $2.65M | Sell |
6,960
-200
| -3% | -$71.5K | 0.34% | 78 |
|
|
2019
Q2 | $2.61M | Sell |
7,160
-45
| -0.6% | -$16.4K | 0.34% | 76 |
|
|
2019
Q1 | $2.75M | Buy |
7,205
+240
| +3% | +$92.4K | 0.38% | 74 |
|
|
2018
Q4 | $2.25M | Buy |
6,965
+206
| +3% | +$71.2K | 0.35% | 78 |
|
|
2018
Q3 | $2.51M | Sell |
6,759
-321
| -5% | -$113K | 0.37% | 75 |
|
|
2018
Q2 | $2.38M | Buy |
7,080
+176
| +3% | +$60.5K | 0.37% | 77 |
|
|
2018
Q1 | $2.26M | Sell |
6,904
-3,196
| -32% | -$1.08M | 0.37% | 75 |
|
|
2017
Q4 | $2.98M | Sell |
10,100
-45
| -0.4% | -$12.2K | 0.47% | 72 |
|
|
2017
Q3 | $2.58M | Sell |
10,145
-10,240
| -50% | -$2.39M | 0.43% | 76 |
|
|
2017
Q2 | $4.03M | Buy |
20,385
+90
| +0.4% | +$16.8K | 0.7% | 40 |
|
|
2017
Q1 | $3.59M | Sell |
20,295
-50
| -0.2% | -$8.52K | 0.65% | 51 |
|
|
2016
Q4 | $3.17M | Buy |
20,345
+175
| +0.9% | +$25.6K | 0.61% | 59 |
|
|
2016
Q3 | $2.66M | Buy |
20,170
+70
| +0.3% | +$9.22K | 0.53% | 70 |
|
|
2016
Q2 | $2.69M | Sell |
20,100
-50
| -0.2% | -$6.52K | 0.54% | 70 |
|
|
2016
Q1 | $2.56M | Buy |
20,150
+515
| +3% | +$63.9K | 0.59% | 72 |
|
|
2015
Q4 | $2.84M | Buy |
19,635
+430
| +2% | +$61.9K | 0.75% | 60 |
|
|
2015
Q3 | $2.52M | Buy |
19,205
+655
| +4% | +$90.9K | 0.7% | 66 |
|
|
2015
Q2 | $2.57M | Sell |
18,550
-1,595
| -8% | -$233K | 0.72% | 67 |
|
|
2015
Q1 | $3.02M | Sell |
20,145
-6,357
| -24% | -$926K | 0.78% | 59 |
|
|
2014
Q4 | $3.44M | Buy |
26,502
+165
| +0.6% | +$20.9K | 0.94% | 45 |
|
|
2014
Q3 | $3.35M | Buy |
26,337
+75
| +0.3% | +$9.45K | 0.94% | 42 |
|
|
2014
Q2 | $3.34M | Sell |
26,262
-4,845
| -16% | -$632K | 0.93% | 41 |
|
|
2014
Q1 | $3.9M | Buy |
31,107
+1,745
| +6% | +$227K | 1.14% | 20 |
|
|
2013
Q4 | $4.01M | Sell |
29,362
-450
| -2% | -$58.5K | 1.27% | 14 |
|
|
2013
Q3 | $3.5M | Buy |
29,812
+383
| +1% | +$41.3K | 1.18% | 20 |
|
|
2013
Q2 | $3.02M | Buy |
+29,429
| New | +$2.8M | 1.07% | 21 |
|
Other funds holding BA
VCM
VPM
