Lauterbach Financial Advisors’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 | $680K | Buy |
2,640
+10
| +0.4% | +$2.57K | 0.37% | 36 |
|
2025
Q1 | $526K | Buy |
2,630
+2
| +0.1% | +$400 | 0.33% | 42 |
|
2024
Q4 | $438K | Buy |
2,628
+1
| +0% | +$167 | 0.27% | 43 |
|
2024
Q3 | $495K | Hold |
2,627
| – | – | 0.3% | 41 |
|
2024
Q2 | $421K | Sell |
2,627
-662
| -20% | -$106K | 0.28% | 40 |
|
2024
Q1 | $461K | Sell |
3,289
-92
| -3% | -$12.9K | 0.3% | 40 |
|
2023
Q4 | $344K | Buy |
3,381
+93
| +3% | +$9.47K | 0.24% | 39 |
|
2023
Q3 | $290K | Buy |
3,288
+1
| +0% | +$88 | 0.23% | 43 |
|
2023
Q2 | $288K | Hold |
3,287
| – | – | 0.22% | 47 |
|
2023
Q1 | $251K | Sell |
3,287
-922
| -22% | -$70.3K | 0.2% | 48 |
|
2022
Q4 | $220K | Buy |
+4,209
| New | +$220K | 0.2% | 49 |
|
2022
Q2 | – | Sell |
-4,204
| Closed | -$240K | – | 49 |
|
2022
Q1 | $240K | Sell |
4,204
-512
| -11% | -$29.2K | 0.22% | 40 |
|
2021
Q4 | $278K | Buy |
+4,716
| New | +$278K | 0.25% | 36 |
|