Beacon Financial Group’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $303K | Buy |
1,176
+80
| +7% | +$20.6K | 0.03% | 287 |
|
2025
Q1 | $219K | Buy |
+1,096
| New | +$219K | 0.02% | 318 |
|
2019
Q3 | – | Sell |
-5,728
| Closed | -$300K | – | 187 |
|
2019
Q2 | $300K | Buy |
+5,728
| New | +$300K | 0.05% | 177 |
|
2018
Q2 | – | Sell |
-3,873
| Closed | -$250K | – | 198 |
|
2018
Q1 | $250K | Sell |
3,873
-13,029
| -77% | -$841K | 0.04% | 194 |
|
2017
Q4 | $1.41M | Buy |
16,902
+54
| +0.3% | +$4.52K | 0.25% | 81 |
|
2017
Q3 | $1.95M | Sell |
16,848
-67,200
| -80% | -$7.79M | 0.35% | 63 |
|
2017
Q2 | $10.9M | Buy |
84,048
+2,061
| +3% | +$267K | 2.07% | 8 |
|
2017
Q1 | $11.7M | Buy |
81,987
+3,293
| +4% | +$471K | 2.24% | 9 |
|
2016
Q4 | $11.9M | Buy |
78,694
+815
| +1% | +$123K | 2.42% | 6 |
|
2016
Q3 | $11M | Buy |
77,879
+6,843
| +10% | +$968K | 2.32% | 6 |
|
2016
Q2 | $10.4M | Buy |
71,036
+87
| +0.1% | +$12.7K | 2.27% | 9 |
|
2016
Q1 | $10.8M | Buy |
70,949
+53,108
| +298% | +$8.1M | 2.34% | 7 |
|
2015
Q4 | $2.65M | Sell |
17,841
-5,022
| -22% | -$747K | 0.61% | 44 |
|
2015
Q3 | $2.69M | Sell |
22,863
-1,333
| -6% | -$157K | 0.66% | 48 |
|
2015
Q2 | $3.09M | Sell |
24,196
-13,986
| -37% | -$1.79M | 0.67% | 46 |
|
2015
Q1 | $4.6M | Sell |
38,182
-949
| -2% | -$114K | 1.02% | 33 |
|
2014
Q4 | $4.8M | Buy |
39,131
+1,272
| +3% | +$156K | 0.99% | 35 |
|
2014
Q3 | $4.61M | Buy |
37,859
+2,654
| +8% | +$323K | 1% | 34 |
|
2014
Q2 | $4.46M | Buy |
35,205
+8,958
| +34% | +$1.13M | 0.99% | 32 |
|
2014
Q1 | $3.26M | Buy |
26,247
+3,396
| +15% | +$421K | 0.67% | 45 |
|
2013
Q4 | $3.05M | Buy |
22,851
+974
| +4% | +$130K | 0.59% | 46 |
|
2013
Q3 | $2.52M | Buy |
+21,877
| New | +$2.52M | 0.54% | 50 |
|