SSG
Summit Securities Group’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8K | Buy |
+171
| New | +$35.8K | 0.01% | 468 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 658 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 512 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 458 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 455 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 336 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 471 |
|
|
2023
Q3 | – | Sell |
-1,026
| Closed | -$217K | – | 416 |
|
|
2023
Q2 | $217K | Buy |
+1,026
| New | +$217K | 0.03% | 120 |
|
|
2023
Q1 | – | Sell |
-2,375
| Closed | -$452K | – | 664 |
|
|
2022
Q4 | $452K | Buy |
2,375
+1,705
| +254% | +$324K | 0.02% | 120 |
|
|
2022
Q3 | $81K | Sell |
670
-3,479
| -84% | -$421K | 0.01% | 380 |
|
|
2022
Q2 | $567K | Buy |
+4,149
| New | +$567K | 0.07% | 98 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 836 |
|
|
2021
Q4 | – | Sell |
-7,236
| Closed | -$1.59M | – | 371 |
|
|
2021
Q3 | $1.59M | Buy |
7,236
+4,492
| +164% | +$988K | 0.12% | 82 |
|
|
2021
Q2 | $657K | Sell |
2,744
-156
| -5% | -$37.4K | 0.05% | 156 |
|
|
2021
Q1 | $739K | Sell |
2,900
-9,400
| -76% | -$2.4M | 0.08% | 114 |
|
|
2020
Q4 | $2.63M | Sell |
12,300
-20,600
| -63% | -$4.41M | 0.22% | 42 |
|
|
2020
Q3 | $5.44M | Buy |
32,900
+19,200
| +140% | +$3.17M | 0.57% | 12 |
|
|
2020
Q2 | $2.51M | Sell |
13,700
-3,800
| -22% | -$696K | 0.31% | 26 |
|
|
2020
Q1 | $2.61M | Sell |
17,500
-4,800
| -22% | -$716K | 0.46% | 18 |
|
|
2019
Q4 | $7.26M | Buy |
22,300
+21,000
| +1,615% | +$6.84M | 0.55% | 19 |
|
|
2019
Q3 | $495K | Sell |
1,300
-1,300
| -50% | -$495K | 0.04% | 80 |
|
|
2019
Q2 | $946K | Sell |
2,600
-800
| -24% | -$291K | 0.11% | 41 |
|
|
2019
Q1 | $1.3M | Sell |
3,400
-17,100
| -83% | -$6.52M | 0.24% | 21 |
|
|
2018
Q4 | $6.61M | Buy |
20,500
+4,800
| +31% | +$1.55M | 0.57% | 5 |
|
|
2018
Q3 | $5.84M | Sell |
15,700
-12,300
| -44% | -$4.57M | 2.17% | 9 |
|
|
2018
Q2 | $9.39M | Sell |
28,000
-8,400
| -23% | -$2.82M | 1.35% | 5 |
|
|
2018
Q1 | $11.9M | Buy |
36,400
+9,100
| +33% | +$2.98M | 2.92% | 2 |
|
|
2017
Q4 | $8.05M | Buy |
27,300
+8,900
| +48% | +$2.62M | 0.96% | 8 |
|
|
2017
Q3 | $4.68M | Buy |
+18,400
| New | +$4.68M | 0.8% | 6 |
|
|
2017
Q2 | – | Sell |
-2,400
| Closed | -$424K | – | 189 |
|
|
2017
Q1 | $424K | Buy |
+2,400
| New | +$424K | 0.12% | 163 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 217 |
|
|
2016
Q1 | – | Sell |
-10,900
| Closed | -$1.58M | – | 147 |
|
|
2015
Q4 | $1.58M | Buy |
10,900
+4,000
| +58% | +$578K | 0.51% | 33 |
|
|
2015
Q3 | $904K | Sell |
6,900
-5,800
| -46% | -$760K | 0.65% | 24 |
|
|
2015
Q2 | $1.76M | Buy |
12,700
+10,432
| +460% | +$1.45M | 0.86% | 17 |
|
|
2015
Q1 | $340K | Sell |
2,268
-13,932
| -86% | -$2.09M | 0.25% | 52 |
|
|
2014
Q4 | $2.11M | Sell |
16,200
-4,400
| -21% | -$572K | 0.61% | 31 |
|
|
2014
Q3 | $2.62M | Buy |
20,600
+6,200
| +43% | +$790K | 0.76% | 32 |
|
|
2014
Q2 | $1.83M | Buy |
14,400
+11,600
| +414% | +$1.48M | 0.63% | 32 |
|
|
2014
Q1 | $351K | Sell |
2,800
-21,300
| -88% | -$2.67M | 0.21% | 61 |
|
|
2013
Q4 | $3.29M | Sell |
24,100
-36,200
| -60% | -$4.94M | 0.57% | 34 |
|
|
2013
Q3 | $7.09M | Buy |
60,300
+41,000
| +212% | +$4.82M | 2.41% | 9 |
|
|
2013
Q2 | $1.98M | Buy |
+19,300
| New | +$1.98M | 0.94% | 21 |
|