SWA
SFMG Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
2,094
+6
| +0.3% | +$1.54K | 0.04% | 148 |
|
|
2025
Q1 | $418K | Buy |
2,088
+48
| +2% | +$9.61K | 0.03% | 163 |
|
|
2024
Q4 | $340K | Buy |
2,040
+3
| +0.1% | +$500 | 0.03% | 184 |
|
|
2024
Q3 | $384K | Buy |
2,037
+3
| +0.1% | +$566 | 0.03% | 172 |
|
|
2024
Q2 | $323K | Buy |
2,034
+3
| +0.1% | +$477 | 0.03% | 185 |
|
|
2024
Q1 | $356K | Buy |
2,031
+31
| +2% | +$5.44K | 0.03% | 182 |
|
|
2023
Q4 | $255K | Sell |
2,000
-297
| -13% | -$37.9K | 0.02% | 210 |
|
|
2023
Q3 | $254K | Sell |
2,297
-41
| -2% | -$4.53K | 0.03% | 198 |
|
|
2023
Q2 | $257K | Buy |
2,338
+32
| +1% | +$3.52K | 0.03% | 193 |
|
|
2023
Q1 | $220K | Buy |
+2,306
| New | +$220K | 0.02% | 218 |
|
|
2022
Q2 | – | Sell |
-2,505
| Closed | -$229K | – | 291 |
|
|
2022
Q1 | $229K | Sell |
2,505
-18
| -0.7% | -$1.65K | 0.02% | 244 |
|
|
2021
Q4 | $238K | Buy |
2,523
+38
| +2% | +$3.59K | 0.02% | 242 |
|
|
2021
Q3 | $256K | Sell |
2,485
-17,816
| -88% | -$1.84M | 0.03% | 213 |
|
|
2021
Q2 | $273K | Buy |
20,301
+610
| +3% | +$8.2K | 0.03% | 209 |
|
|
2021
Q1 | $259K | Sell |
19,691
-696
| -3% | -$9.16K | 0.03% | 199 |
|
|
2020
Q4 | $220K | Buy |
20,387
+3,388
| +20% | +$36.6K | 0.03% | 200 |
|
|
2020
Q3 | $106K | Sell |
16,999
-8,598
| -34% | -$53.6K | 0.01% | 175 |
|
|
2020
Q2 | $175K | Buy |
25,597
+4,102
| +19% | +$28K | 0.02% | 153 |
|
|
2020
Q1 | $171K | Buy |
21,495
+8,062
| +60% | +$64.1K | 0.03% | 128 |
|
|
2019
Q4 | $150K | Sell |
13,433
-37,217
| -73% | -$416K | 0.02% | 163 |
|
|
2019
Q3 | $400K | Buy |
50,650
+1,055
| +2% | +$8.33K | 0.05% | 103 |
|
|
2019
Q2 | $459K | Buy |
49,595
+4
| +0% | +$37 | 0.06% | 95 |
|
|
2019
Q1 | $436K | Sell |
49,591
-2,049
| -4% | -$18K | 0.06% | 89 |
|
|
2018
Q4 | $346K | Buy |
51,640
+19,804
| +62% | +$133K | 0.06% | 98 |
|
|
2018
Q3 | $296K | Sell |
31,836
-10,403
| -25% | -$96.7K | 0.05% | 100 |
|
|
2018
Q2 | $499K | Buy |
42,239
+6,417
| +18% | +$75.8K | 0.08% | 69 |
|
|
2018
Q1 | $483K | Buy |
35,822
+12,845
| +56% | +$173K | 0.08% | 73 |
|
|
2017
Q4 | $401K | Sell |
22,977
-3,514
| -13% | -$61.3K | 0.07% | 89 |
|
|
2017
Q3 | $641K | Sell |
26,491
-1,037
| -4% | -$25.1K | 0.13% | 58 |
|
|
2017
Q2 | $744K | Buy |
27,528
+7,902
| +40% | +$214K | 0.15% | 50 |
|
|
2017
Q1 | $585K | Buy |
19,626
+229
| +1% | +$6.83K | 0.12% | 54 |
|
|
2016
Q4 | $613K | Sell |
19,397
-248
| -1% | -$7.84K | 0.13% | 57 |
|
|
2016
Q3 | $582K | Sell |
19,645
-139
| -0.7% | -$4.12K | 0.13% | 60 |
|
|
2016
Q2 | $623K | Buy |
19,784
+714
| +4% | +$22.5K | 0.14% | 57 |
|
|
2016
Q1 | $606K | Sell |
19,070
-40,907
| -68% | -$1.3M | 0.13% | 56 |
|
|
2015
Q4 | $1.87M | Buy |
59,977
+2,044
| +4% | +$63.7K | 0.43% | 28 |
|
|
2015
Q3 | $1.46M | Buy |
57,933
+823
| +1% | +$20.8K | 0.35% | 38 |
|
|
2015
Q2 | $1.52M | Sell |
57,110
-68,935
| -55% | -$1.83M | 0.34% | 37 |
|
|
2015
Q1 | $3.13M | Buy |
126,045
+110,674
| +720% | +$2.75M | 0.25% | 38 |
|
|
2014
Q4 | $388K | Buy |
15,371
+1,493
| +11% | +$37.7K | 0.09% | 84 |
|
|
2014
Q3 | $356K | Sell |
13,878
-1,199
| -8% | -$30.8K | 0.11% | 52 |
|
|
2014
Q2 | $396K | Buy |
15,077
+12
| +0.1% | +$315 | 0.14% | 49 |
|
|
2014
Q1 | $390K | Buy |
15,065
+1,004
| +7% | +$26K | 0.13% | 44 |
|
|
2013
Q4 | $394K | Sell |
14,061
-160
| -1% | -$4.48K | 0.14% | 45 |
|
|
2013
Q3 | $340K | Buy |
14,221
+1,149
| +9% | +$27.5K | 0.14% | 48 |
|
|
2013
Q2 | $303K | Buy |
+13,072
| New | +$303K | 0.12% | 51 |
|