SYM Financial Corp’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
$1.82M Buy
7,084
+620
+10% +$160K 0.2% 32
2025
Q1
$1.29M Buy
6,464
+591
+10% +$118K 0.16% 39
2024
Q4
$980K Sell
5,873
-394
-6% -$65.7K 0.13% 47
2024
Q3
$1.18M Sell
6,267
-133
-2% -$25.1K 0.16% 43
2024
Q2
$1.02M Buy
6,400
+555
+9% +$88.2K 0.16% 36
2024
Q1
$819K Sell
5,845
-4,594
-44% -$644K 0.14% 36
2023
Q4
$1.06M Buy
10,439
+312
+3% +$31.8K 0.17% 30
2023
Q3
$893K Buy
10,127
+6,956
+219% +$614K 0.16% 30
2023
Q2
$278K Sell
3,171
-49
-2% -$4.3K 0.06% 47
2023
Q1
$246K Sell
3,220
-903
-22% -$68.9K 0.05% 50
2022
Q4
$215K Buy
+4,123
New +$215K 0.05% 61
2022
Q2
Sell
-4,735
Closed -$270K 118
2022
Q1
$270K Hold
4,735
0.12% 46
2021
Q4
$279K Sell
4,735
-265
-5% -$15.6K 0.11% 39
2021
Q3
$321K Sell
5,000
-25
-0.5% -$1.61K 0.19% 28
2021
Q2
$337K Buy
5,025
+437
+10% +$29.3K 0.19% 26
2021
Q1
$300K Buy
4,588
+159
+4% +$10.4K 0.17% 25
2020
Q4
$238K Sell
4,429
-27
-0.6% -$1.45K 0.17% 32
2020
Q3
$138K Buy
4,456
+1
+0% +$31 0.1% 40
2020
Q2
$152K Hold
4,455
0.12% 32
2020
Q1
$176K Buy
4,455
+2,244
+101% +$88.7K 0.18% 34
2019
Q4
$123K Sell
2,211
-500
-18% -$27.8K 0.08% 55
2019
Q3
$121K Buy
2,711
+48
+2% +$2.14K 0.08% 46
2019
Q2
$139K Sell
2,663
-911
-25% -$47.6K 0.09% 46
2019
Q1
$178K Sell
3,574
-379
-10% -$18.9K 0.11% 36
2018
Q4
$143K Buy
3,953
+241
+6% +$8.72K 0.06% 46
2018
Q3
$201K Sell
3,712
-1,248
-25% -$67.6K 0.11% 43
2018
Q2
$324K Sell
4,960
-1,118
-18% -$73K 0.19% 12
2018
Q1
$393K Sell
6,078
-208
-3% -$13.4K 0.24% 12
2017
Q4
$526K Buy
+6,286
New +$526K 0.24% 16