JFA
JNBA Financial Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
463
+17
| +4% | +$4.38K | 0.01% | 205 |
|
|
2025
Q1 | $89.3K | Hold |
446
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $74.4K | Hold |
446
| – | – | 0.01% | 247 |
|
|
2024
Q3 | $84.1K | Hold |
446
| – | – | 0.01% | 241 |
|
|
2024
Q2 | $70.9K | Hold |
446
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $78.3K | Hold |
446
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $56.9K | Hold |
446
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $49.3K | Buy |
446
+9
| +2% | +$995 | 0.01% | 276 |
|
|
2023
Q2 | $48K | Sell |
437
-12
| -3% | -$1.32K | 0.01% | 288 |
|
|
2023
Q1 | $42.9K | Sell |
449
-200
| -31% | -$19.1K | 0.01% | 300 |
|
|
2022
Q4 | $54.4K | Buy |
649
+200
| +45% | +$16.8K | 0.01% | 272 |
|
|
2022
Q3 | $28K | Sell |
449
-97
| -18% | -$6.05K | ﹤0.01% | 337 |
|
|
2022
Q2 | $35K | Sell |
546
-170
| -24% | -$10.9K | 0.01% | 311 |
|
|
2022
Q1 | $66K | Sell |
716
-3
| -0.4% | -$277 | 0.01% | 261 |
|
|
2021
Q4 | $68K | Buy |
719
+113
| +19% | +$10.7K | 0.01% | 268 |
|
|
2021
Q3 | $62K | Sell |
606
-6,741
| -92% | -$690K | 0.01% | 270 |
|
|
2021
Q2 | $99K | Buy |
7,347
+1,382
| +23% | +$18.6K | 0.01% | 228 |
|
|
2021
Q1 | $78K | Buy |
5,965
+25
| +0.4% | +$327 | 0.01% | 246 |
|
|
2020
Q4 | $64K | Hold |
5,940
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $37K | Hold |
5,940
| – | – | 0.01% | 272 |
|
|
2020
Q2 | $41K | Sell |
5,940
-574
| -9% | -$3.96K | 0.01% | 251 |
|
|
2020
Q1 | $52K | Buy |
6,514
+482
| +8% | +$3.85K | 0.01% | 214 |
|
|
2019
Q4 | $67K | Sell |
6,032
-1,392
| -19% | -$15.5K | 0.01% | 215 |
|
|
2019
Q3 | $66K | Sell |
7,424
-516
| -6% | -$4.59K | 0.01% | 205 |
|
|
2019
Q2 | $83K | Buy |
7,940
+60
| +0.8% | +$627 | 0.02% | 192 |
|
|
2019
Q1 | $79K | Buy |
7,880
+2,075
| +36% | +$20.8K | 0.02% | 186 |
|
|
2018
Q4 | $44K | Sell |
5,805
-34,617
| -86% | -$262K | 0.01% | 216 |
|
|
2018
Q3 | $456K | Buy |
40,422
+30,907
| +325% | +$349K | 0.2% | 82 |
|
|
2018
Q2 | $130K | Hold |
9,515
| – | – | 0.03% | 153 |
|
|
2018
Q1 | $128K | Sell |
9,515
-5,854
| -38% | -$78.8K | 0.03% | 151 |
|
|
2017
Q4 | $268K | Sell |
15,369
-2,168
| -12% | -$37.8K | 0.06% | 109 |
|
|
2017
Q3 | $424K | Buy |
17,537
+200
| +1% | +$4.84K | 0.09% | 81 |
|
|
2017
Q2 | $468K | Sell |
17,337
-484
| -3% | -$13.1K | 0.11% | 78 |
|
|
2017
Q1 | $531K | Sell |
17,821
-365
| -2% | -$10.9K | 0.13% | 71 |
|
|
2016
Q4 | $575K | Sell |
18,186
-53,257
| -75% | -$1.68M | 0.14% | 66 |
|
|
2016
Q3 | $2.12M | Buy |
71,443
+53,590
| +300% | +$1.59M | 0.31% | 29 |
|
|
2016
Q2 | $562K | Sell |
17,853
-14
| -0.1% | -$441 | 0.16% | 61 |
|
|
2016
Q1 | $568K | Sell |
17,867
-2,482
| -12% | -$78.9K | 0.2% | 59 |
|
|
2015
Q4 | $634K | Buy |
20,349
+2,109
| +12% | +$65.7K | 0.24% | 51 |
|
|
2015
Q3 | $460K | Buy |
18,240
+3,350
| +22% | +$84.5K | 0.2% | 50 |
|
|
2015
Q2 | $396K | Buy |
14,890
+250
| +2% | +$6.65K | 0.15% | 63 |
|
|
2015
Q1 | $363K | Buy |
14,640
+3,650
| +33% | +$90.5K | 0.14% | 70 |
|
|
2014
Q4 | $278K | Buy |
10,990
+500
| +5% | +$12.6K | 0.11% | 80 |
|
|
2014
Q3 | $269K | Buy |
10,490
+536
| +5% | +$13.7K | 0.12% | 77 |
|
|
2014
Q2 | $262K | Sell |
9,954
-200
| -2% | -$5.26K | 0.13% | 79 |
|
|
2014
Q1 | $263K | Sell |
10,154
-200
| -2% | -$5.18K | 0.14% | 74 |
|
|
2013
Q4 | $290K | Buy |
10,354
+447
| +5% | +$12.5K | 0.16% | 70 |
|
|
2013
Q3 | $237K | Buy |
9,907
+435
| +5% | +$10.4K | 0.15% | 75 |
|
|
2013
Q2 | $220K | Buy |
+9,472
| New | +$220K | 0.15% | 78 |
|