Summit Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Buy |
17,089
+4,126
| +32% | +$864K | 0.08% | 206 |
|
|
2025
Q1 | $2.21M | Buy |
12,963
+173
| +1% | +$29.5K | 0.06% | 245 |
|
|
2024
Q4 | $2.26M | Buy |
12,790
+2,631
| +26% | +$466K | 0.08% | 193 |
|
|
2024
Q3 | $1.54M | Buy |
10,159
+243
| +2% | +$36.9K | 0.06% | 202 |
|
|
2024
Q2 | $1.8M | Buy |
9,916
+1,667
| +20% | +$303K | 0.08% | 166 |
|
|
2024
Q1 | $1.59M | Sell |
8,249
-28,846
| -78% | -$5.57M | 0.09% | 123 |
|
|
2023
Q4 | $9.67M | Buy |
37,095
+4,086
| +12% | +$1.07M | 0.63% | 21 |
|
|
2023
Q3 | $6.33M | Buy |
33,009
+25,032
| +314% | +$4.8M | 0.47% | 27 |
|
|
2023
Q2 | $1.68M | Buy |
7,977
+1,086
| +16% | +$229K | 0.12% | 102 |
|
|
2023
Q1 | $1.46M | Sell |
6,891
-2,031
| -23% | -$431K | 0.13% | 83 |
|
|
2022
Q4 | $1.7M | Sell |
8,922
-5,710
| -39% | -$1.09M | 0.16% | 73 |
|
|
2022
Q3 | $1.77M | Buy |
14,632
+3,296
| +29% | +$399K | 0.17% | 65 |
|
|
2022
Q2 | $1.55M | Buy |
11,336
+1,676
| +17% | +$229K | 0.15% | 69 |
|
|
2022
Q1 | $1.85M | Buy |
9,660
+1,133
| +13% | +$217K | 0.14% | 69 |
|
|
2021
Q4 | $1.72M | Buy |
8,527
+819
| +11% | +$165K | 0.13% | 70 |
|
|
2021
Q3 | $1.7M | Buy |
7,708
+4,000
| +108% | +$880K | 0.15% | 50 |
|
|
2021
Q2 | $888K | Buy |
+3,708
| New | +$888K | 0.09% | 56 |
|