SPFA
Summit Place Financial Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Sell |
17,173
-150
| -0.9% | -$38.6K | 2.22% | 10 |
|
|
2025
Q1 | $3.47M | Sell |
17,323
-880
| -5% | -$176K | 1.96% | 14 |
|
|
2024
Q4 | $3.04M | Sell |
18,203
-323
| -2% | -$53.9K | 1.73% | 22 |
|
|
2024
Q3 | $3.49M | Sell |
18,526
-1,580
| -8% | -$298K | 1.95% | 15 |
|
|
2024
Q2 | $3.2M | Buy |
+20,106
| New | +$3.2M | 1.89% | 16 |
|
|
2024
Q1 | – | Sell |
-21,130
| Closed | -$2.7M | – | 92 |
|
|
2023
Q4 | $2.7M | Buy |
21,130
+443
| +2% | +$56.5K | 1.76% | 25 |
|
|
2023
Q3 | $2.29M | Sell |
20,687
-1,985
| -9% | -$219K | 1.63% | 24 |
|
|
2023
Q2 | $2.49M | Sell |
22,672
-1,150
| -5% | -$126K | 1.61% | 29 |
|
|
2023
Q1 | $2.28M | Buy |
23,822
+9,438
| +66% | +$902K | 1.62% | 28 |
|
|
2022
Q4 | $1.21M | Buy |
14,384
+3,154
| +28% | +$264K | 0.99% | 44 |
|
|
2022
Q3 | $695K | Sell |
11,230
-1,592
| -12% | -$98.5K | 0.65% | 55 |
|
|
2022
Q2 | $816K | Buy |
12,822
+1,302
| +11% | +$82.9K | 0.68% | 59 |
|
|
2022
Q1 | $1.05M | Buy |
11,520
+1,764
| +18% | +$161K | 0.71% | 57 |
|
|
2021
Q4 | $922K | Buy |
9,756
+306
| +3% | +$28.9K | 0.64% | 53 |
|
|
2021
Q3 | $974K | Sell |
9,450
-63,227
| -87% | -$6.52M | 0.71% | 53 |
|
|
2021
Q2 | $978K | Buy |
72,677
+827
| +1% | +$11.1K | 0.72% | 50 |
|
|
2021
Q1 | $943K | Sell |
71,850
-44,550
| -38% | -$585K | 0.76% | 53 |
|
|
2020
Q4 | $1.26M | Sell |
116,400
-48,600
| -29% | -$525K | 1.09% | 40 |
|
|
2020
Q3 | $1.03M | Sell |
165,000
-28,806
| -15% | -$179K | 1.03% | 43 |
|
|
2020
Q2 | $1.32M | Buy |
193,806
+3,806
| +2% | +$26K | 2.09% | 24 |
|
|
2020
Q1 | $1.51M | Buy |
190,000
+46,300
| +32% | +$368K | 3.22% | 11 |
|
|
2019
Q4 | $1.6M | Buy |
+143,700
| New | +$1.6M | 2.54% | 19 |
|