Resonant Capital 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 | $1.16M | Buy |
4,506
+487
| +12% | +$125K | 0.07% | 148 |
|
2025
Q1 | $806K | Buy |
4,019
+295
| +8% | +$59.2K | 0.06% | 163 |
|
2024
Q4 | $622K | Sell |
3,724
-188
| -5% | -$31.4K | 0.05% | 183 |
|
2024
Q3 | $739K | Buy |
3,912
+399
| +11% | +$75.4K | 0.05% | 176 |
|
2024
Q2 | $558K | Sell |
3,513
-732
| -17% | -$116K | 0.05% | 193 |
|
2024
Q1 | $595K | Buy |
4,245
+344
| +9% | +$48.2K | 0.05% | 182 |
|
2023
Q4 | $398K | Sell |
3,901
-31
| -0.8% | -$3.16K | 0.04% | 200 |
|
2023
Q3 | $347K | Buy |
3,932
+177
| +5% | +$15.6K | 0.04% | 201 |
|
2023
Q2 | $329K | Buy |
3,755
+232
| +7% | +$20.3K | 0.04% | 200 |
|
2023
Q1 | $269K | Sell |
3,523
-889
| -20% | -$67.8K | 0.03% | 216 |
|
2022
Q4 | $230K | Buy |
+4,412
| New | +$230K | 0.03% | 237 |
|
2022
Q2 | – | Sell |
-4,136
| Closed | -$238K | – | 245 |
|
2022
Q1 | $238K | Buy |
4,136
+391
| +10% | +$22.5K | 0.04% | 201 |
|
2021
Q4 | $220K | Buy |
3,745
+405
| +12% | +$23.8K | 0.03% | 195 |
|
2021
Q3 | $214K | Buy |
+3,340
| New | +$214K | 0.04% | 183 |
|
2020
Q3 | – | Sell |
-3,373
| Closed | -$115K | – | 165 |
|
2020
Q2 | $115K | Buy |
3,373
+205
| +6% | +$6.99K | 0.03% | 175 |
|
2020
Q1 | $125K | Buy |
3,168
+876
| +38% | +$34.6K | 0.05% | 182 |
|
2019
Q4 | $127K | Buy |
+2,292
| New | +$127K | 0.04% | 201 |
|