Summit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $390K | Hold |
2,783
| – | – | 0.14% | 136 |
|
|
2023
Q4 | $283K | Hold |
2,783
| – | – | 0.11% | 159 |
|
|
2023
Q3 | $246K | Hold |
2,783
| – | – | 0.1% | 167 |
|
|
2023
Q2 | $244K | Sell |
2,783
-7
| -0.3% | -$614 | 0.09% | 171 |
|
|
2023
Q1 | $213K | Buy |
+2,790
| New | +$213K | 0.08% | 184 |
|
|
2022
Q2 | – | Sell |
-4,443
| Closed | -$253K | – | 198 |
|
|
2022
Q1 | $253K | Sell |
4,443
-802
| -15% | -$45.7K | 0.09% | 183 |
|
|
2021
Q4 | $309K | Buy |
5,245
+802
| +18% | +$47.2K | 0.1% | 173 |
|
|
2021
Q3 | $286K | Sell |
4,443
-20
| -0.4% | -$1.29K | 0.1% | 174 |
|
|
2021
Q2 | $300K | Buy |
4,463
+238
| +6% | +$16K | 0.11% | 164 |
|
|
2021
Q1 | $277K | Sell |
4,225
-199
| -4% | -$13K | 0.12% | 155 |
|
|
2020
Q4 | $238K | Sell |
4,424
-100
| -2% | -$5.38K | 0.1% | 152 |
|
|
2020
Q3 | $141K | Hold |
4,524
| – | – | 0.07% | 153 |
|
|
2020
Q2 | $154K | Sell |
4,524
-45
| -1% | -$1.53K | 0.08% | 152 |
|
|
2020
Q1 | $181K | Sell |
4,569
-43
| -0.9% | -$1.7K | 0.11% | 136 |
|
|
2019
Q4 | $256K | Sell |
4,612
-100
| -2% | -$5.55K | 0.12% | 141 |
|
|
2019
Q3 | $209K | Sell |
4,712
-50
| -1% | -$2.22K | 0.11% | 151 |
|
|
2019
Q2 | $250K | Sell |
4,762
-492
| -9% | -$25.8K | 0.11% | 144 |
|
|
2019
Q1 | $261K | Sell |
5,254
-356
| -6% | -$17.7K | 0.2% | 100 |
|
|
2018
Q4 | $203K | Sell |
5,610
-302
| -5% | -$10.9K | 0.17% | 108 |
|
|
2018
Q3 | $320K | Sell |
5,912
-395
| -6% | -$21.4K | 0.24% | 88 |
|
|
2018
Q2 | $411K | Sell |
6,307
-3,575
| -36% | -$233K | 0.32% | 80 |
|
|
2018
Q1 | $638K | Buy |
9,882
+1,143
| +13% | +$73.8K | 0.5% | 64 |
|
|
2017
Q4 | $730K | Sell |
8,739
-5,178
| -37% | -$433K | 0.6% | 56 |
|
|
2017
Q3 | $1.61M | Sell |
13,917
-3,066
| -18% | -$355K | 1.34% | 17 |
|
|
2017
Q2 | $2.2M | Buy |
+16,983
| New | +$2.2M | 1.9% | 14 |
|