United Capital Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Buy |
44,636
+6,021
| +16% | +$1.26M | 0.08% | 206 |
|
|
2025
Q1 | $6.59M | Sell |
38,615
-4,080
| -10% | -$696K | 0.06% | 235 |
|
|
2024
Q4 | $7.56M | Buy |
42,695
+12,869
| +43% | +$2.28M | 0.06% | 213 |
|
|
2024
Q3 | $4.53M | Sell |
29,826
-3,579
| -11% | -$544K | 0.04% | 283 |
|
|
2024
Q2 | $6.08M | Sell |
33,405
-2,442
| -7% | -$444K | 0.05% | 234 |
|
|
2024
Q1 | $6.92M | Sell |
35,847
-3,137
| -8% | -$605K | 0.06% | 222 |
|
|
2023
Q4 | $10.2M | Sell |
38,984
-30,970
| -44% | -$8.07M | 0.08% | 185 |
|
|
2023
Q3 | $13.4M | Buy |
69,954
+3,541
| +5% | +$679K | 0.09% | 195 |
|
|
2023
Q2 | $14M | Buy |
66,413
+587
| +0.9% | +$124K | 0.08% | 197 |
|
|
2023
Q1 | $14M | Sell |
65,826
-7,880
| -11% | -$1.67M | 0.08% | 200 |
|
|
2022
Q4 | $14M | Sell |
73,706
-7,050
| -9% | -$1.34M | 0.08% | 206 |
|
|
2022
Q3 | $9.78M | Buy |
80,756
+19,174
| +31% | +$2.32M | 0.06% | 241 |
|
|
2022
Q2 | $8.42M | Buy |
61,582
+15,378
| +33% | +$2.1M | 0.05% | 276 |
|
|
2022
Q1 | $8.85M | Buy |
46,204
+2,920
| +7% | +$559K | 0.04% | 294 |
|
|
2021
Q4 | $8.71M | Buy |
43,284
+516
| +1% | +$104K | 0.04% | 292 |
|
|
2021
Q3 | $9.41M | Sell |
42,768
-757
| -2% | -$166K | 0.05% | 286 |
|
|
2021
Q2 | $10.4M | Sell |
43,525
-246
| -0.6% | -$58.9K | 0.05% | 264 |
|
|
2021
Q1 | $11.1M | Buy |
43,771
+82
| +0.2% | +$20.9K | 0.06% | 244 |
|
|
2020
Q4 | $9.35M | Sell |
43,689
-16,559
| -27% | -$3.54M | 0.06% | 263 |
|
|
2020
Q3 | $9.96M | Sell |
60,248
-33,919
| -36% | -$5.61M | 0.07% | 253 |
|
|
2020
Q2 | $17.3M | Sell |
94,167
-24,604
| -21% | -$4.51M | 0.13% | 180 |
|
|
2020
Q1 | $17.7M | Sell |
118,771
-14,619
| -11% | -$2.18M | 0.15% | 155 |
|
|
2019
Q4 | $43.5M | Buy |
133,390
+16,128
| +14% | +$5.25M | 0.28% | 81 |
|
|
2019
Q3 | $44.6M | Sell |
117,262
-11,065
| -9% | -$4.21M | 0.31% | 71 |
|
|
2019
Q2 | $46.7M | Sell |
128,327
-54,097
| -30% | -$19.7M | 0.31% | 75 |
|
|
2019
Q1 | $69.6M | Sell |
182,424
-2,809
| -2% | -$1.07M | 0.49% | 34 |
|
|
2018
Q4 | $59.7M | Buy |
185,233
+352
| +0.2% | +$114K | 0.47% | 38 |
|
|
2018
Q3 | $68.8M | Buy |
184,881
+4
| +0% | +$1.49K | 0.48% | 38 |
|
|
2018
Q2 | $62M | Sell |
184,877
-5,023
| -3% | -$1.69M | 0.46% | 39 |
|
|
2018
Q1 | $62.3M | Sell |
189,900
-9,798
| -5% | -$3.21M | 0.47% | 37 |
|
|
2017
Q4 | $59.2M | Sell |
199,698
-3,309
| -2% | -$981K | 0.47% | 40 |
|
|
2017
Q3 | $51.6M | Buy |
203,007
+533
| +0.3% | +$135K | 0.44% | 43 |
|
|
2017
Q2 | $40M | Buy |
202,474
+3,794
| +2% | +$750K | 0.36% | 56 |
|
|
2017
Q1 | $35.1M | Buy |
198,680
+47,634
| +32% | +$8.42M | 0.33% | 68 |
|
|
2016
Q4 | $23.5M | Sell |
151,046
-2,978
| -2% | -$464K | 0.23% | 94 |
|
|
2016
Q3 | $20.3M | Buy |
154,024
+13,799
| +10% | +$1.82M | 0.2% | 118 |
|
|
2016
Q2 | $18.2M | Buy |
140,225
+4,385
| +3% | +$570K | 0.19% | 119 |
|
|
2016
Q1 | $17.2M | Buy |
135,840
+55,724
| +70% | +$7.07M | 0.19% | 107 |
|
|
2015
Q4 | $11.6M | Buy |
80,116
+7,316
| +10% | +$1.06M | 0.13% | 172 |
|
|
2015
Q3 | $9.53M | Buy |
72,800
+7,132
| +11% | +$934K | 0.11% | 196 |
|
|
2015
Q2 | $9.11M | Sell |
65,668
-4,132
| -6% | -$573K | 0.11% | 232 |
|
|
2015
Q1 | $10M | Buy |
69,800
+416
| +0.6% | +$59.6K | 0.12% | 217 |
|
|
2014
Q4 | $9.02M | Buy |
69,384
+14,489
| +26% | +$1.88M | 0.14% | 178 |
|
|
2014
Q3 | $6.99M | Sell |
54,895
-281
| -0.5% | -$35.8K | 0.12% | 197 |
|
|
2014
Q2 | $7.02M | Buy |
55,176
+4,095
| +8% | +$521K | 0.13% | 196 |
|
|
2014
Q1 | $6.41M | Buy |
51,081
+34,812
| +214% | +$4.37M | 0.14% | 177 |
|
|
2013
Q4 | $2.22M | Sell |
16,269
-34,199
| -68% | -$4.67M | 0.08% | 231 |
|
|
2013
Q3 | $5.93M | Sell |
50,468
-7,253
| -13% | -$852K | 0.19% | 117 |
|
|
2013
Q2 | $5.91M | Buy |
+57,721
| New | +$5.91M | 0.16% | 165 |
|