Oxford Financial Group’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 | $976K | Buy |
3,792
+53
| +1% | +$13.6K | 0.06% | 82 |
|
|
2025
Q1 | $748K | Buy |
3,739
+95
| +3% | +$19K | 0.05% | 99 |
|
|
2024
Q4 | $608K | Sell |
3,644
-140
| -4% | -$23.4K | 0.04% | 118 |
|
|
2024
Q3 | $714K | Sell |
3,784
-182
| -5% | -$34.3K | 0.05% | 107 |
|
|
2024
Q2 | $630K | Sell |
3,966
-873
| -18% | -$139K | 0.04% | 125 |
|
|
2024
Q1 | $678K | Buy |
4,839
+631
| +15% | +$88.4K | 0.05% | 103 |
|
|
2023
Q4 | $429K | Buy |
4,208
+7
| +0.2% | +$713 | 0.03% | 152 |
|
|
2023
Q3 | $371K | Sell |
4,201
-197
| -4% | -$17.4K | 0.03% | 152 |
|
|
2023
Q2 | $386K | Buy |
4,398
+1,148
| +35% | +$101K | 0.04% | 154 |
|
|
2023
Q1 | $248K | Sell |
3,250
-1,491
| -31% | -$114K | 0.03% | 167 |
|
|
2022
Q4 | $248K | Buy |
+4,741
| New | +$248K | 0.03% | 173 |
|
|
2022
Q2 | – | Sell |
-4,534
| Closed | -$258K | – | 278 |
|
|
2022
Q1 | $258K | Hold |
4,534
| – | – | 0.03% | 171 |
|
|
2021
Q4 | $267K | Buy |
4,534
+46
| +1% | +$2.71K | 0.03% | 170 |
|
|
2021
Q3 | $288K | Sell |
4,488
-172
| -4% | -$11K | 0.04% | 155 |
|
|
2021
Q2 | $313K | Buy |
4,660
+200
| +4% | +$13.4K | 0.04% | 143 |
|
|
2021
Q1 | $292K | Sell |
4,460
-81
| -2% | -$5.3K | 0.04% | 147 |
|
|
2020
Q4 | $244K | Buy |
4,541
+81
| +2% | +$4.35K | 0.04% | 158 |
|
|
2020
Q3 | $138K | Hold |
4,460
| – | – | 0.02% | 159 |
|
|
2020
Q2 | $152K | Buy |
+4,460
| New | +$152K | 0.03% | 155 |
|