KFA
Kelleher Financial Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Hold |
2,292
| – | – | 0.2% | 69 |
|
|
2025
Q1 | $459K | Buy |
+2,292
| New | +$459K | 0.18% | 77 |
|
|
2024
Q4 | – | Sell |
-1,082
| Closed | -$204K | – | 117 |
|
|
2024
Q3 | $204K | Buy |
+1,082
| New | +$204K | 0.08% | 112 |
|
|
2024
Q2 | – | Sell |
-2,657
| Closed | -$466K | – | 121 |
|
|
2024
Q1 | $466K | Buy |
+2,657
| New | +$466K | 0.19% | 71 |
|
|
2019
Q4 | – | Sell |
-17,153
| Closed | -$153K | – | 102 |
|
|
2019
Q3 | $153K | Sell |
17,153
-21,356
| -55% | -$190K | 0.19% | 86 |
|
|
2019
Q2 | $404K | Buy |
+38,509
| New | +$404K | 0.5% | 52 |
|
|
2018
Q4 | $285K | Buy |
37,857
+8,919
| +31% | +$67.1K | 0.46% | 58 |
|
|
2018
Q3 | $326K | Buy |
+28,938
| New | +$326K | 0.42% | 63 |
|
|
2018
Q2 | – | Sell |
-14,833
| Closed | -$199K | – | 90 |
|
|
2018
Q1 | $199K | Buy |
+14,833
| New | +$199K | 0.27% | 84 |
|
|
2017
Q3 | – | Sell |
-12,820
| Closed | -$346K | – | 75 |
|
|
2017
Q2 | $346K | Sell |
12,820
-1,418
| -10% | -$38.3K | 0.67% | 51 |
|
|
2017
Q1 | $424K | Sell |
14,238
-38,091
| -73% | -$1.13M | 0.9% | 41 |
|
|
2016
Q4 | $1.65M | Buy |
52,329
+25,344
| +94% | +$801K | 0.92% | 36 |
|
|
2016
Q3 | $799K | Buy |
26,985
+3,866
| +17% | +$114K | 0.45% | 57 |
|
|
2016
Q2 | $727K | Sell |
23,119
-6,421
| -22% | -$202K | 0.44% | 56 |
|
|
2016
Q1 | $938K | Buy |
29,540
+4,921
| +20% | +$156K | 0.52% | 50 |
|
|
2015
Q4 | $766K | Hold |
24,619
| – | – | 0.52% | 51 |
|
|
2015
Q3 | $620K | Buy |
24,619
+1,190
| +5% | +$30K | 0.41% | 60 |
|
|
2015
Q2 | $622K | Hold |
23,429
| – | – | 0.36% | 62 |
|
|
2015
Q1 | $581K | Sell |
23,429
-710
| -3% | -$17.6K | 0.32% | 61 |
|
|
2014
Q4 | $609K | Sell |
24,139
-1,420
| -6% | -$35.8K | 0.33% | 58 |
|
|
2014
Q3 | $660K | Sell |
25,559
-370
| -1% | -$9.55K | 0.36% | 56 |
|
|
2014
Q2 | $681K | Buy |
25,929
+8,212
| +46% | +$216K | 0.36% | 55 |
|
|
2014
Q1 | $458K | Sell |
17,717
-3,575
| -17% | -$92.4K | 0.25% | 68 |
|
|
2013
Q4 | $597K | Hold |
21,292
| – | – | 0.31% | 57 |
|
|
2013
Q3 | $509K | Hold |
21,292
| – | – | 0.29% | 60 |
|
|
2013
Q2 | $494K | Buy |
+21,292
| New | +$494K | 0.3% | 60 |
|