Symphony 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 | $250K | Buy |
+1,770
| New | +$250K | 0.03% | 222 |
|
|
2025
Q1 | – | Sell |
-1,343
| Closed | -$236K | – | 104 |
|
|
2024
Q4 | $236K | Buy |
+1,343
| New | +$236K | 0.04% | 201 |
|
|
2024
Q3 | – | Sell |
-2,905
| Closed | -$531K | – | 226 |
|
|
2024
Q2 | $531K | Sell |
2,905
-2,417
| -45% | -$442K | 0.1% | 133 |
|
|
2024
Q1 | $1.03M | Sell |
5,322
-429
| -7% | -$82.8K | 0.24% | 80 |
|
|
2023
Q4 | $1.16M | Buy |
5,751
+590
| +11% | +$120K | 0.25% | 80 |
|
|
2023
Q3 | $970K | Sell |
5,161
-2,341
| -31% | -$440K | 0.24% | 74 |
|
|
2023
Q2 | $1.59M | Buy |
7,502
+345
| +5% | +$73.1K | 0.39% | 57 |
|
|
2023
Q1 | $1.51M | Buy |
7,157
+3,457
| +93% | +$730K | 0.39% | 55 |
|
|
2022
Q4 | $753K | Buy |
3,700
+344
| +10% | +$70.1K | 0.2% | 99 |
|
|
2022
Q3 | $421K | Sell |
3,356
-3,124
| -48% | -$392K | 0.14% | 147 |
|
|
2022
Q2 | $897K | Buy |
6,480
+4,360
| +206% | +$604K | 0.27% | 79 |
|
|
2022
Q1 | $377K | Buy |
2,120
+250
| +13% | +$44.5K | 0.09% | 151 |
|
|
2021
Q4 | $389K | Sell |
1,870
-2,324
| -55% | -$483K | 0.11% | 123 |
|
|
2021
Q3 | $945K | Sell |
4,194
-9,776
| -70% | -$2.2M | 0.33% | 54 |
|
|
2021
Q2 | $3.36M | Sell |
13,970
-8,584
| -38% | -$2.06M | 1.14% | 19 |
|
|
2021
Q1 | $7.1M | Sell |
22,554
-4,546
| -17% | -$1.43M | 1.88% | 13 |
|
|
2020
Q4 | $5.49M | Buy |
27,100
+24,551
| +963% | +$4.98M | 1.97% | 11 |
|
|
2020
Q3 | $421K | Sell |
2,549
-1,668
| -40% | -$275K | 0.17% | 86 |
|
|
2020
Q2 | $773K | Buy |
4,217
+2,847
| +208% | +$522K | 0.37% | 45 |
|
|
2020
Q1 | $209K | Buy |
+1,370
| New | +$209K | 0.14% | 91 |
|