Summit Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $452K | Hold |
2,342
| – | – | 0.16% | 123 |
|
|
2023
Q4 | $610K | Hold |
2,342
| – | – | 0.23% | 109 |
|
|
2023
Q3 | $449K | Sell |
2,342
-125
| -5% | -$24K | 0.19% | 117 |
|
|
2023
Q2 | $521K | Hold |
2,467
| – | – | 0.2% | 118 |
|
|
2023
Q1 | $524K | Hold |
2,467
| – | – | 0.2% | 115 |
|
|
2022
Q4 | $470K | Hold |
2,467
| – | – | 0.19% | 123 |
|
|
2022
Q3 | $299K | Hold |
2,467
| – | – | 0.12% | 151 |
|
|
2022
Q2 | $338K | Sell |
2,467
-40
| -2% | -$5.48K | 0.13% | 147 |
|
|
2022
Q1 | $480K | Sell |
2,507
-35
| -1% | -$6.7K | 0.16% | 128 |
|
|
2021
Q4 | $512K | Hold |
2,542
| – | – | 0.17% | 125 |
|
|
2021
Q3 | $559K | Buy |
2,542
+514
| +25% | +$113K | 0.2% | 119 |
|
|
2021
Q2 | $486K | Buy |
+2,028
| New | +$486K | 0.18% | 124 |
|
|
2020
Q1 | – | Sell |
-1,208
| Closed | -$393K | – | 140 |
|
|
2019
Q4 | $393K | Sell |
1,208
-10
| -0.8% | -$3.25K | 0.19% | 101 |
|
|
2019
Q3 | $463K | Sell |
1,218
-1,060
| -47% | -$403K | 0.24% | 95 |
|
|
2019
Q2 | $829K | Hold |
2,278
| – | – | 0.37% | 73 |
|
|
2019
Q1 | $869K | Hold |
2,278
| – | – | 0.68% | 49 |
|
|
2018
Q4 | $735K | Hold |
2,278
| – | – | 0.62% | 52 |
|
|
2018
Q3 | $848K | Hold |
2,278
| – | – | 0.63% | 52 |
|
|
2018
Q2 | $765K | Hold |
2,278
| – | – | 0.6% | 57 |
|
|
2018
Q1 | $747K | Buy |
2,278
+670
| +42% | +$220K | 0.58% | 58 |
|
|
2017
Q4 | $474K | Hold |
1,608
| – | – | 0.39% | 72 |
|
|
2017
Q3 | $408K | Buy |
1,608
+320
| +25% | +$81.2K | 0.34% | 76 |
|
|
2017
Q2 | $255K | Buy |
+1,288
| New | +$255K | 0.22% | 100 |
|