EFS
Essex Financial Services’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
26,308
-602
| -2% | -$155K | 0.44% | 48 |
|
|
2025
Q1 | $5.39M | Buy |
26,910
+398
| +2% | +$79.7K | 0.39% | 58 |
|
|
2024
Q4 | $4.42M | Buy |
26,512
+951
| +4% | +$159K | 0.31% | 73 |
|
|
2024
Q3 | $4.52M | Sell |
25,561
-1,328
| -5% | -$235K | 0.32% | 69 |
|
|
2024
Q2 | $4.45M | Buy |
26,889
+10,341
| +62% | +$1.71M | 0.33% | 69 |
|
|
2024
Q1 | $2.9M | Buy |
16,548
+30
| +0.2% | +$5.27K | 0.27% | 82 |
|
|
2023
Q4 | $2.11M | Sell |
16,518
-713
| -4% | -$91K | 0.22% | 101 |
|
|
2023
Q3 | $1.9M | Sell |
17,231
-215
| -1% | -$23.8K | 0.22% | 100 |
|
|
2023
Q2 | $1.92M | Buy |
17,446
+1,128
| +7% | +$124K | 0.22% | 99 |
|
|
2023
Q1 | $1.56M | Buy |
16,318
+194
| +1% | +$18.5K | 0.16% | 131 |
|
|
2022
Q4 | $1.35M | Sell |
16,124
-604
| -4% | -$50.6K | 0.14% | 141 |
|
|
2022
Q3 | $1.04M | Sell |
16,728
-20
| -0.1% | -$1.24K | 0.12% | 156 |
|
|
2022
Q2 | $1.07M | Sell |
16,748
-259
| -2% | -$16.5K | 0.12% | 170 |
|
|
2022
Q1 | $1.56M | Sell |
17,007
-203
| -1% | -$18.6K | 0.15% | 143 |
|
|
2021
Q4 | $1.63M | Sell |
17,210
-713
| -4% | -$67.4K | 0.16% | 137 |
|
|
2021
Q3 | $1.85M | Sell |
17,923
-135,261
| -88% | -$13.9M | 0.21% | 110 |
|
|
2021
Q2 | $2.01M | Hold |
153,184
| – | – | 0.29% | 82 |
|
|
2021
Q1 | $2.01M | Sell |
153,184
-13
| -0% | -$171 | 0.36% | 72 |
|
|
2020
Q4 | $1.66M | Sell |
153,197
-591
| -0.4% | -$6.39K | 0.33% | 76 |
|
|
2020
Q3 | $958K | Sell |
153,788
-986
| -0.6% | -$6.14K | 0.24% | 99 |
|
|
2020
Q2 | $1.06M | Sell |
154,774
-14,138
| -8% | -$96.6K | 0.33% | 80 |
|
|
2020
Q1 | $1.34M | Sell |
168,912
-36,082
| -18% | -$286K | 0.48% | 53 |
|
|
2019
Q4 | $2.29M | Buy |
204,994
+21,724
| +12% | +$242K | 0.63% | 47 |
|
|
2019
Q3 | $1.64M | Sell |
183,270
-132,874
| -42% | -$1.19M | 0.53% | 57 |
|
|
2019
Q2 | $3.32M | Sell |
316,144
-47,715
| -13% | -$501K | 0.98% | 24 |
|
|
2019
Q1 | $3.64M | Sell |
363,859
-25,155
| -6% | -$251K | 1.1% | 23 |
|
|
2018
Q4 | $2.95M | Sell |
389,014
-30,571
| -7% | -$231K | 0.9% | 28 |
|
|
2018
Q3 | $4.74M | Sell |
419,585
-8,024
| -2% | -$90.6K | 1.04% | 24 |
|
|
2018
Q2 | $5.82M | Sell |
427,609
-14,515
| -3% | -$198K | 1.4% | 17 |
|
|
2018
Q1 | $5.96M | Sell |
442,124
-48,985
| -10% | -$660K | 1.17% | 20 |
|
|
2017
Q4 | $8.57M | Sell |
491,109
-13,967
| -3% | -$244K | 2.04% | 9 |
|
|
2017
Q3 | $12.2M | Sell |
505,076
-5,419
| -1% | -$131K | 3% | 5 |
|
|
2017
Q2 | $13.8M | Sell |
510,495
-21,719
| -4% | -$587K | 2.91% | 2 |
|
|
2017
Q1 | $15.9M | Sell |
532,214
-20,463
| -4% | -$610K | 3.64% | 1 |
|
|
2016
Q4 | $17.5M | Buy |
552,677
+7,598
| +1% | +$240K | 3.75% | 1 |
|
|
2016
Q3 | $16.1M | Sell |
545,079
-5,413
| -1% | -$160K | 3.84% | 1 |
|
|
2016
Q2 | $17.3M | Sell |
550,492
-3,310
| -0.6% | -$104K | 4.19% | 1 |
|
|
2016
Q1 | $17.6M | Buy |
553,802
+4,704
| +0.9% | +$150K | 4.36% | 1 |
|
|
2015
Q4 | $17.1M | Sell |
549,098
-11,009
| -2% | -$343K | 4.11% | 1 |
|
|
2015
Q3 | $14.1M | Buy |
560,107
+112,204
| +25% | +$2.83M | 3.67% | 2 |
|
|
2015
Q2 | $11.9M | Sell |
447,903
-10,653
| -2% | -$283K | 3.06% | 3 |
|
|
2015
Q1 | $11.4M | Sell |
458,556
-1,889
| -0.4% | -$46.9K | 2.92% | 3 |
|
|
2014
Q4 | $11.6M | Buy |
460,445
+77,983
| +20% | +$1.97M | 3.03% | 2 |
|
|
2014
Q3 | $9.8M | Sell |
382,462
-7,826
| -2% | -$201K | 2.93% | 3 |
|
|
2014
Q2 | $10.3M | Buy |
390,288
+6,462
| +2% | +$170K | 3.07% | 3 |
|
|
2014
Q1 | $9.94M | Buy |
383,826
+5,542
| +1% | +$143K | 3.25% | 2 |
|
|
2013
Q4 | $10.6M | Buy |
378,284
+34,902
| +10% | +$978K | 3.59% | 2 |
|
|
2013
Q3 | $8.2K | Sell |
343,382
-6,671
| -2% | -$159 | 2.58% | 4 |
|
|
2013
Q2 | $8.12M | Buy |
+350,053
| New | +$8.12M | 2.84% | 5 |
|