Sovereign 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 | $630K | Sell |
2,447
-248
| -9% | -$63.8K | 0.13% | 143 |
|
|
2025
Q1 | $539K | Sell |
2,695
-5
| -0.2% | -$1K | 0.12% | 149 |
|
|
2024
Q4 | $450K | Buy |
2,700
+30
| +1% | +$5K | 0.1% | 179 |
|
|
2024
Q3 | $504K | Sell |
2,670
-283
| -10% | -$53.4K | 0.12% | 163 |
|
|
2024
Q2 | $469K | Sell |
2,953
-723
| -20% | -$115K | 0.12% | 160 |
|
|
2024
Q1 | $515K | Buy |
3,676
+1,573
| +75% | +$220K | 0.14% | 149 |
|
|
2023
Q4 | $214K | Buy |
+2,103
| New | +$214K | 0.07% | 230 |
|
|
2023
Q3 | – | Sell |
-11,598
| Closed | -$1.02M | – | 240 |
|
|
2023
Q2 | $1.02M | Buy |
11,598
+13
| +0.1% | +$1.14K | 0.33% | 74 |
|
|
2023
Q1 | $884K | Sell |
11,585
-3,248
| -22% | -$248K | 0.33% | 81 |
|
|
2022
Q4 | $774K | Sell |
14,833
-2,804
| -16% | -$146K | 0.31% | 86 |
|
|
2022
Q3 | $680K | Buy |
17,637
+3,467
| +24% | +$134K | 0.28% | 86 |
|
|
2022
Q2 | $562K | Sell |
14,170
-359
| -2% | -$14.2K | 0.22% | 101 |
|
|
2022
Q1 | $828K | Buy |
+14,529
| New | +$828K | 0.31% | 82 |
|
|
2021
Q4 | – | Sell |
-3,372
| Closed | -$216K | – | 210 |
|
|
2021
Q3 | $216K | Sell |
3,372
-1,460
| -30% | -$93.5K | 0.12% | 155 |
|
|
2021
Q2 | $316K | Hold |
4,832
| – | – | 0.19% | 110 |
|
|
2021
Q1 | $316K | Buy |
4,832
+1,551
| +47% | +$101K | 0.2% | 109 |
|
|
2020
Q4 | $177K | Buy |
+3,281
| New | +$177K | 0.13% | 134 |
|