Capstone Financial Advisors’s GE Aerospace GE Stock Holding History

Capstone Financial Advisors’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$880K	Buy	3,420 +1,416	+71%	+$364K	0.05%	71
2025 Q1	$401K	Buy	2,004 +146	+8%	+$29.2K	0.03%	99
2024 Q4	$310K	Sell	1,858 -79	-4%	-$13.2K	0.02%	114
2024 Q3	$365K	Buy	1,937 +72	+4%	+$13.6K	0.02%	101
2024 Q2	$296K	Sell	1,865 -472	-20%	-$75K	0.02%	116
2024 Q1	$327K	Hold	2,337	–	–	0.02%	107
2023 Q4	$238K	Hold	2,337	–	–	0.02%	120
2023 Q3	$206K	Buy	2,337 +35	+2%	+$3.09K	0.02%	125
2023 Q2	$202K	Buy	+2,302	New	+$202K	0.02%	124
2022 Q1	–	Sell	-4,542	Closed	-$267K	–	145
2021 Q4	$267K	Buy	4,542 +80	+2%	+$4.7K	0.02%	104
2021 Q3	$286K	Buy	4,462 +606	+16%	+$38.8K	0.02%	101
2021 Q2	$259K	Buy	3,856 +30	+0.8%	+$2.02K	0.02%	109
2021 Q1	$250K	Sell	3,826 -2,006	-34%	-$131K	0.02%	94
2020 Q4	$314K	Buy	5,832 +954	+20%	+$51.4K	0.03%	79
2020 Q3	$151K	Buy	4,878 +100	+2%	+$3.1K	0.02%	98
2020 Q2	$163K	Buy	4,778 +5	+0.1%	+$171	0.02%	90
2020 Q1	$189K	Buy	4,773 +128	+3%	+$5.07K	0.02%	75
2019 Q4	$258K	Hold	4,645	–	–	0.04%	68
2019 Q3	$207K	Buy	4,645 +45	+1%	+$2.01K	0.03%	83
2019 Q2	$241K	Buy	4,600 +1	+0%	+$52	0.04%	76
2019 Q1	$229K	Sell	4,599 -457	-9%	-$22.8K	0.04%	74
2018 Q4	$183K	Buy	5,056 +1,151	+29%	+$41.7K	0.04%	74
2018 Q3	$211K	Sell	3,905 -387	-9%	-$20.9K	0.05%	74
2018 Q2	$280K	Sell	4,292 -50	-1%	-$3.26K	0.08%	56
2018 Q1	$280K	Buy	+4,342	New	+$280K	0.09%	55
2015 Q3	–	Sell	-4,519	Closed	-$575K	–	83
2015 Q2	$575K	Buy	4,519 +2,076	+85%	+$264K	0.22%	35
2015 Q1	$291K	Buy	2,443 +356	+17%	+$42.4K	0.11%	58
2014 Q4	$253K	Buy	2,087 +394	+23%	+$47.8K	0.08%	66
2014 Q3	$208K	Buy	+1,693	New	+$208K	0.13%	53
2014 Q2	–	Sell	-1,637	Closed	-$203K	–	79
2014 Q1	$203K	Sell	1,637 -68	-4%	-$8.43K	0.12%	52
2013 Q4	$229K	Buy	+1,705	New	+$229K	0.15%	48