Patriot Financial Group Insurance Agency’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 | $1.8M | Buy |
7,009
+245
| +4% | +$63.1K | 0.21% | 127 |
|
2025
Q1 | $1.35M | Sell |
6,764
-203
| -3% | -$40.6K | 0.18% | 138 |
|
2024
Q4 | $1.16M | Buy |
6,967
+4
| +0.1% | +$667 | 0.16% | 157 |
|
2024
Q3 | $1.31M | Sell |
6,963
-651
| -9% | -$123K | 0.18% | 135 |
|
2024
Q2 | $1.21M | Sell |
7,614
-1,913
| -20% | -$304K | 0.18% | 133 |
|
2024
Q1 | $1.33M | Buy |
9,527
+172
| +2% | +$24.1K | 0.21% | 112 |
|
2023
Q4 | $953K | Sell |
9,355
-108
| -1% | -$11K | 0.18% | 139 |
|
2023
Q3 | $835K | Buy |
9,463
+578
| +7% | +$51K | 0.17% | 155 |
|
2023
Q2 | $779K | Buy |
8,885
+3,413
| +62% | +$299K | 0.15% | 167 |
|
2023
Q1 | $417K | Sell |
5,472
-2,229
| -29% | -$170K | 0.08% | 257 |
|
2022
Q4 | $402K | Buy |
7,701
+188
| +3% | +$9.82K | 0.05% | 248 |
|
2022
Q3 | $290K | Sell |
7,513
-227
| -3% | -$8.76K | 0.07% | 305 |
|
2022
Q2 | $307K | Sell |
7,740
-390
| -5% | -$15.5K | 0.06% | 296 |
|
2022
Q1 | $463K | Sell |
8,130
-1,443
| -15% | -$82.2K | 0.08% | 248 |
|
2021
Q4 | $563K | Sell |
9,573
-5,470
| -36% | -$322K | 0.09% | 219 |
|
2021
Q3 | $966K | Sell |
15,043
-3,218
| -18% | -$207K | 0.17% | 132 |
|
2021
Q2 | $1.23M | Buy |
18,261
+6,943
| +61% | +$466K | 0.22% | 107 |
|
2021
Q1 | $741K | Buy |
11,318
+1,245
| +12% | +$81.5K | 0.17% | 139 |
|
2020
Q4 | $542K | Buy |
10,073
+3,239
| +47% | +$174K | 0.14% | 169 |
|
2020
Q3 | $212K | Sell |
6,834
-203
| -3% | -$6.3K | 0.07% | 259 |
|
2020
Q2 | $240K | Sell |
7,037
-1,768
| -20% | -$60.3K | 0.09% | 204 |
|
2020
Q1 | $348K | Buy |
8,805
+561
| +7% | +$22.2K | 0.16% | 142 |
|
2019
Q4 | $459K | Sell |
8,244
-57
| -0.7% | -$3.17K | 0.17% | 121 |
|
2019
Q3 | $370K | Sell |
8,301
-462
| -5% | -$20.6K | 0.17% | 122 |
|
2019
Q2 | $464K | Buy |
8,763
+1,201
| +16% | +$63.6K | 0.2% | 89 |
|
2019
Q1 | $378K | Sell |
7,562
-571
| -7% | -$28.5K | 0.19% | 91 |
|
2018
Q4 | $295K | Sell |
8,133
-1,433
| -15% | -$52K | 0.19% | 89 |
|
2018
Q3 | $518K | Buy |
9,566
+8,172
| +586% | +$443K | 0.31% | 52 |
|
2018
Q2 | $91K | Sell |
1,394
-4,377
| -76% | -$286K | 0.1% | 127 |
|
2018
Q1 | $363K | Buy |
5,771
+793
| +16% | +$49.9K | 0.27% | 80 |
|
2017
Q4 | $438K | Buy |
4,978
+272
| +6% | +$23.9K | 0.33% | 66 |
|
2017
Q3 | $528K | Sell |
4,706
-702
| -13% | -$78.8K | 0.47% | 44 |
|
2017
Q2 | $675K | Buy |
5,408
+220
| +4% | +$27.5K | 0.7% | 20 |
|
2017
Q1 | $745K | Buy |
5,188
+367
| +8% | +$52.7K | 0.79% | 17 |
|
2016
Q4 | $705K | Buy |
+4,821
| New | +$705K | 0.96% | 14 |
|