SFA
Spectrum Financial Alliance’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Buy |
113,540
+3,276
| +3% | +$902K | 8.42% | 6 |
|
|
2025
Q1 | $22.1M | Buy |
110,264
+8,539
| +8% | +$1.71M | 7.17% | 7 |
|
|
2024
Q4 | $17M | Buy |
101,725
+3,204
| +3% | +$534K | 5.89% | 7 |
|
|
2024
Q3 | $18.6M | Sell |
98,521
-236
| -0.2% | -$44.5K | 6.65% | 7 |
|
|
2024
Q2 | $15.7M | Buy |
+98,757
| New | +$15.7M | 5.62% | 6 |
|
|
2024
Q1 | – | Sell |
-88,296
| Closed | -$11.3M | – | 15 |
|
|
2023
Q4 | $11.3M | Buy |
88,296
+1,064
| +1% | +$136K | 4.64% | 8 |
|
|
2023
Q3 | $9.54M | Buy |
87,232
+3,901
| +5% | +$427K | 4.81% | 9 |
|
|
2023
Q2 | $9.15M | Buy |
83,331
+1,125
| +1% | +$124K | 4.35% | 9 |
|
|
2023
Q1 | $7.86M | Buy |
82,206
+3,532
| +4% | +$338K | 3.64% | 9 |
|
|
2022
Q4 | $6.59M | Buy |
+78,674
| New | +$6.59M | 3.33% | 9 |
|
|
2022
Q2 | $7.7M | Buy |
120,987
+3,217
| +3% | +$205K | 4.5% | 7 |
|
|
2022
Q1 | $10.8M | Buy |
117,770
+385
| +0.3% | +$35.2K | 5.31% | 7 |
|
|
2021
Q4 | $11.1M | Buy |
+117,385
| New | +$11.1M | 5.41% | 7 |
|
|
2021
Q2 | $14M | Buy |
1,036,630
+225,462
| +28% | +$3.03M | 6.5% | 7 |
|
|
2021
Q1 | $10.7M | Buy |
811,168
+728,026
| +876% | +$9.56M | 5.33% | 8 |
|
|
2020
Q4 | $897K | Buy |
83,142
+16,939
| +26% | +$183K | 0.51% | 12 |
|
|
2020
Q3 | $412K | Buy |
+66,203
| New | +$412K | 0.28% | 13 |
|
|
2019
Q1 | – | Sell |
-135
| Closed | -$1K | – | 45 |
|
|
2018
Q4 | $1K | Hold |
135
| – | – | ﹤0.01% | 93 |
|
|
2018
Q3 | $1K | Sell |
135
-20
| -13% | -$148 | ﹤0.01% | 102 |
|
|
2018
Q2 | $2K | Hold |
155
| – | – | ﹤0.01% | 93 |
|
|
2018
Q1 | $2K | Buy |
+155
| New | +$2K | ﹤0.01% | 127 |
|