Summit Global Investments’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+970
| New | +$203K | 0.01% | 450 |
|
|
2025
Q1 | – | Sell |
-2,385
| Closed | -$422K | – | 439 |
|
|
2024
Q4 | $422K | Buy |
2,385
+772
| +48% | +$137K | 0.03% | 390 |
|
|
2024
Q3 | $245K | Sell |
1,613
-2,937
| -65% | -$446K | 0.02% | 461 |
|
|
2024
Q2 | $828K | Buy |
4,550
+300
| +7% | +$54.6K | 0.06% | 270 |
|
|
2024
Q1 | $820K | Buy |
4,250
+44
| +1% | +$8.49K | 0.06% | 251 |
|
|
2023
Q4 | $1.1M | Sell |
4,206
-2
| -0% | -$521 | 0.07% | 222 |
|
|
2023
Q3 | $807K | Buy |
4,208
+143
| +4% | +$27.4K | 0.05% | 261 |
|
|
2023
Q2 | $858K | Buy |
4,065
+73
| +2% | +$15.4K | 0.06% | 262 |
|
|
2023
Q1 | $848K | Buy |
3,992
+13
| +0.3% | +$2.76K | 0.07% | 273 |
|
|
2022
Q4 | $758K | Hold |
3,979
| – | – | 0.06% | 247 |
|
|
2022
Q3 | $482K | Buy |
3,979
+17
| +0.4% | +$2.06K | 0.04% | 320 |
|
|
2022
Q2 | $542K | Sell |
3,962
-247
| -6% | -$33.8K | 0.05% | 300 |
|
|
2022
Q1 | $806K | Buy |
4,209
+500
| +13% | +$95.7K | 0.06% | 262 |
|
|
2021
Q4 | $747K | Hold |
3,709
| – | – | 0.05% | 284 |
|
|
2021
Q3 | $816K | Buy |
3,709
+250
| +7% | +$55K | 0.06% | 240 |
|
|
2021
Q2 | $829K | Buy |
3,459
+449
| +15% | +$108K | 0.05% | 258 |
|
|
2021
Q1 | $767K | Buy |
3,010
+79
| +3% | +$20.1K | 0.05% | 237 |
|
|
2020
Q4 | $627K | Buy |
+2,931
| New | +$627K | 0.06% | 182 |
|