US 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
Q1 | $349K | Buy |
+2,047
| New | +$349K | 0.1% | 68 |
|
|
2022
Q4 | – | Sell |
-2,224
| Closed | -$269K | – | 73 |
|
|
2022
Q3 | $269K | Buy |
2,224
+115
| +5% | +$13.9K | 0.15% | 44 |
|
|
2022
Q2 | $288K | Buy |
2,109
+6
| +0.3% | +$819 | 0.16% | 42 |
|
|
2022
Q1 | $403K | Sell |
2,103
-6
| -0.3% | -$1.15K | 0.19% | 40 |
|
|
2021
Q4 | $425K | Hold |
2,109
| – | – | 0.19% | 38 |
|
|
2021
Q3 | $464K | Hold |
2,109
| – | – | 0.23% | 35 |
|
|
2021
Q2 | $505K | Sell |
2,109
-2,081
| -50% | -$498K | 0.25% | 33 |
|
|
2021
Q1 | $1.07M | Sell |
4,190
-134
| -3% | -$34.1K | 0.3% | 56 |
|
|
2020
Q4 | $926K | Buy |
+4,324
| New | +$926K | 0.28% | 51 |
|
|
2016
Q2 | $217K | Buy |
1,710
+25
| +1% | +$3.17K | 0.44% | 41 |
|
|
2016
Q1 | $214K | Hold |
1,685
| – | – | 0.37% | 43 |
|
|
2015
Q4 | $244K | Sell |
1,685
-277
| -14% | -$40.1K | 0.23% | 58 |
|
|
2015
Q3 | $257K | Hold |
1,962
| – | – | 0.43% | 46 |
|
|
2015
Q2 | $272K | Hold |
1,962
| – | – | 0.26% | 45 |
|
|
2015
Q1 | $294K | Hold |
1,962
| – | – | 0.27% | 44 |
|
|
2014
Q4 | $255K | Buy |
+1,962
| New | +$255K | 0.23% | 49 |
|