United Capital Financial Advisors’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 | $11.1M | Buy |
43,217
+1,466
| +4% | +$377K | 0.09% | 178 |
|
|
2025
Q1 | $8.36M | Buy |
41,751
+1,310
| +3% | +$262K | 0.07% | 208 |
|
|
2024
Q4 | $6.75M | Sell |
40,441
-6,477
| -14% | -$1.08M | 0.06% | 218 |
|
|
2024
Q3 | $8.85M | Sell |
46,918
-1,136
| -2% | -$214K | 0.07% | 200 |
|
|
2024
Q2 | $7.64M | Sell |
48,054
-7,042
| -13% | -$1.12M | 0.07% | 207 |
|
|
2024
Q1 | $7.72M | Sell |
55,096
-2,392
| -4% | -$335K | 0.06% | 209 |
|
|
2023
Q4 | $5.86M | Buy |
57,488
+15,237
| +36% | +$1.55M | 0.05% | 268 |
|
|
2023
Q3 | $3.73M | Sell |
42,251
-7,445
| -15% | -$657K | 0.02% | 340 |
|
|
2023
Q2 | $4.36M | Sell |
49,696
-170
| -0.3% | -$14.9K | 0.02% | 330 |
|
|
2023
Q1 | $3.8M | Sell |
49,866
-19,553
| -28% | -$1.49M | 0.02% | 353 |
|
|
2022
Q4 | $3.62M | Sell |
69,419
-7,150
| -9% | -$373K | 0.02% | 376 |
|
|
2022
Q3 | $2.95M | Sell |
76,569
-22,573
| -23% | -$871K | 0.02% | 409 |
|
|
2022
Q2 | $3.93M | Buy |
99,142
+1,934
| +2% | +$76.7K | 0.02% | 372 |
|
|
2022
Q1 | $5.54M | Sell |
97,208
-1,104
| -1% | -$62.9K | 0.03% | 352 |
|
|
2021
Q4 | $5.79M | Sell |
98,312
-576
| -0.6% | -$33.9K | 0.03% | 353 |
|
|
2021
Q3 | $6.35M | Sell |
98,888
-12,551
| -11% | -$806K | 0.03% | 335 |
|
|
2021
Q2 | $59.8M | Buy |
111,439
+3,238
| +3% | +$1.74M | 0.3% | 70 |
|
|
2021
Q1 | $7.08M | Sell |
108,201
-10,612
| -9% | -$694K | 0.04% | 302 |
|
|
2020
Q4 | $6.4M | Buy |
118,813
+3,766
| +3% | +$203K | 0.04% | 310 |
|
|
2020
Q3 | $3.57M | Sell |
115,047
-11,391
| -9% | -$354K | 0.02% | 395 |
|
|
2020
Q2 | $4.3M | Sell |
126,438
-24,541
| -16% | -$835K | 0.03% | 386 |
|
|
2020
Q1 | $5.98M | Buy |
150,979
+13,228
| +10% | +$523K | 0.05% | 309 |
|
|
2019
Q4 | $7.66M | Buy |
137,751
+10,242
| +8% | +$570K | 0.05% | 341 |
|
|
2019
Q3 | $5.68M | Sell |
127,509
-10,186
| -7% | -$454K | 0.04% | 380 |
|
|
2019
Q2 | $7.21M | Buy |
137,695
+7,812
| +6% | +$409K | 0.05% | 347 |
|
|
2019
Q1 | $6.47M | Sell |
129,883
-15,902
| -11% | -$792K | 0.05% | 360 |
|
|
2018
Q4 | $5.29M | Sell |
145,785
-14,888
| -9% | -$540K | 0.04% | 359 |
|
|
2018
Q3 | $8.69M | Sell |
160,673
-25,149
| -14% | -$1.36M | 0.06% | 326 |
|
|
2018
Q2 | $12.1M | Sell |
185,822
-55,964
| -23% | -$3.65M | 0.09% | 261 |
|
|
2018
Q1 | $15.6M | Sell |
241,786
-44,255
| -15% | -$2.86M | 0.12% | 196 |
|
|
2017
Q4 | $23.8M | Sell |
286,041
-87,749
| -23% | -$7.3M | 0.19% | 121 |
|
|
2017
Q3 | $43.3M | Buy |
373,790
+1,298
| +0.3% | +$150K | 0.37% | 54 |
|
|
2017
Q2 | $48.2M | Buy |
372,492
+19,963
| +6% | +$2.58M | 0.43% | 44 |
|
|
2017
Q1 | $50.3M | Buy |
352,529
+7,100
| +2% | +$1.01M | 0.47% | 39 |
|
|
2016
Q4 | $52.3M | Sell |
345,429
-2,392
| -0.7% | -$362K | 0.51% | 34 |
|
|
2016
Q3 | $49.4M | Sell |
347,821
-3,470
| -1% | -$493K | 0.48% | 34 |
|
|
2016
Q2 | $52.2M | Buy |
351,291
+2,358
| +0.7% | +$350K | 0.53% | 28 |
|
|
2016
Q1 | $53.2M | Sell |
348,933
-2,422
| -0.7% | -$369K | 0.59% | 26 |
|
|
2015
Q4 | $52.5M | Buy |
351,355
+32,202
| +10% | +$4.81M | 0.6% | 27 |
|
|
2015
Q3 | $38.6M | Sell |
319,153
-5,760
| -2% | -$696K | 0.46% | 36 |
|
|
2015
Q2 | $41.4M | Sell |
324,913
-31,743
| -9% | -$4.04M | 0.48% | 37 |
|
|
2015
Q1 | $46.3M | Buy |
356,656
+30,366
| +9% | +$3.94M | 0.57% | 32 |
|
|
2014
Q4 | $39.5M | Buy |
326,290
+54,406
| +20% | +$6.59M | 0.59% | 35 |
|
|
2014
Q3 | $33.4M | Sell |
271,884
-5,878
| -2% | -$722K | 0.58% | 35 |
|
|
2014
Q2 | $35M | Buy |
277,762
+3,563
| +1% | +$449K | 0.65% | 36 |
|
|
2014
Q1 | $34M | Buy |
274,199
+72,398
| +36% | +$8.98M | 0.72% | 27 |
|
|
2013
Q4 | $27.1M | Buy |
201,801
+143,486
| +246% | +$19.3M | 0.92% | 18 |
|
|
2013
Q3 | $6.68M | Sell |
58,315
-246,647
| -81% | -$28.2M | 0.21% | 106 |
|
|
2013
Q2 | $33.9M | Buy |
+304,962
| New | +$33.9M | 0.9% | 28 |
|