Sunflower Bank Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $684K | Buy |
4,135
+150
| +4% | +$24.8K | 0.23% | 57 |
|
|
2020
Q2 | $731K | Buy |
3,985
+500
| +14% | +$91.7K | 0.25% | 53 |
|
|
2020
Q1 | $520K | Buy |
3,485
+1,110
| +47% | +$166K | 0.2% | 66 |
|
|
2019
Q4 | $774K | Sell |
2,375
-25
| -1% | -$8.15K | 0.24% | 63 |
|
|
2019
Q3 | $913K | Hold |
2,400
| – | – | 0.29% | 54 |
|
|
2019
Q2 | $874K | Sell |
2,400
-95
| -4% | -$34.6K | 0.28% | 54 |
|
|
2019
Q1 | $952K | Hold |
2,495
| – | – | 0.29% | 52 |
|
|
2018
Q4 | $804K | Sell |
2,495
-65
| -3% | -$20.9K | 0.26% | 59 |
|
|
2018
Q3 | $952K | Sell |
2,560
-135
| -5% | -$50.2K | 0.27% | 54 |
|
|
2018
Q2 | $904K | Hold |
2,695
| – | – | 0.26% | 60 |
|
|
2018
Q1 | $884K | Sell |
2,695
-140
| -5% | -$45.9K | 0.24% | 62 |
|
|
2017
Q4 | $836K | Sell |
2,835
-130
| -4% | -$38.3K | 0.23% | 66 |
|
|
2017
Q3 | $754K | Sell |
2,965
-85
| -3% | -$21.6K | 0.27% | 47 |
|
|
2017
Q2 | $603K | Hold |
3,050
| – | – | 0.2% | 57 |
|
|
2017
Q1 | $539K | Hold |
3,050
| – | – | 0.18% | 56 |
|
|
2016
Q4 | $475K | Hold |
3,050
| – | – | 0.17% | 58 |
|
|
2016
Q3 | $402K | Hold |
3,050
| – | – | 0.15% | 67 |
|
|
2016
Q2 | $396K | Sell |
3,050
-270
| -8% | -$35.1K | 0.14% | 67 |
|
|
2016
Q1 | $421K | Hold |
3,320
| – | – | 0.15% | 65 |
|
|
2015
Q4 | $480K | Hold |
3,320
| – | – | 0.17% | 61 |
|
|
2015
Q3 | $434K | Sell |
3,320
-100
| -3% | -$13.1K | 0.16% | 61 |
|
|
2015
Q2 | $474K | Sell |
3,420
-300
| -8% | -$41.6K | 0.16% | 60 |
|
|
2015
Q1 | $558K | Buy |
3,720
+200
| +6% | +$30K | 0.18% | 60 |
|
|
2014
Q4 | $458K | Hold |
3,520
| – | – | 0.15% | 71 |
|
|
2014
Q3 | $449K | Buy |
3,520
+200
| +6% | +$25.5K | 0.15% | 66 |
|
|
2014
Q2 | $423K | Sell |
3,320
-150
| -4% | -$19.1K | 0.17% | 70 |
|
|
2014
Q1 | $436K | Sell |
3,470
-100
| -3% | -$12.6K | 0.21% | 65 |
|
|
2013
Q4 | $487K | Sell |
3,570
-280
| -7% | -$38.2K | 0.25% | 58 |
|
|
2013
Q3 | $453K | Sell |
3,850
-100
| -3% | -$11.8K | 0.25% | 59 |
|
|
2013
Q2 | $404K | Buy |
+3,950
| New | +$404K | 0.22% | 58 |
|