Summit Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $610K | Hold |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $521K | Hold |
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|
2023
Q1 | $524K | Hold |
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|
2022
Q4 | $470K | Hold |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $480K | Sell |
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|
2021
Q4 | $512K | Hold |
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|
2021
Q3 | $559K | Buy |
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|
2021
Q2 | $486K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $393K | Sell |
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|
2019
Q3 | $463K | Sell |
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|
2019
Q2 | $829K | Hold |
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|
2019
Q1 | $869K | Hold |
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|
2018
Q4 | $735K | Hold |
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|
2018
Q3 | $848K | Hold |
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|
2018
Q2 | $765K | Hold |
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|
2018
Q1 | $747K | Buy |
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|
2017
Q4 | $474K | Hold |
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|
2017
Q3 | $408K | Buy |
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|
2017
Q2 | $255K | Buy |
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