B. Riley Wealth Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Buy |
+3,620
| New | +$1.06M | 0.05% | 333 |
|
2024
Q4 | $1.48M | Sell |
5,616
-191
| -3% | -$50.3K | 0.05% | 342 |
|
2024
Q3 | $1.75M | Sell |
5,807
-1,235
| -18% | -$372K | 0.05% | 345 |
|
2024
Q2 | $2.04M | Sell |
7,042
-1,401
| -17% | -$406K | 0.05% | 332 |
|
2024
Q1 | $1.87M | Buy |
8,443
+1,140
| +16% | +$252K | 0.05% | 375 |
|
2023
Q4 | $1.9M | Sell |
7,303
-1,140
| -14% | -$296K | 0.05% | 376 |
|
2023
Q3 | $1.87M | Buy |
8,443
+822
| +11% | +$182K | 0.05% | 375 |
|
2023
Q2 | $1.64M | Buy |
7,621
+47
| +0.6% | +$10.1K | 0.04% | 424 |
|
2023
Q1 | $1.73M | Sell |
7,574
-2,081
| -22% | -$475K | 0.05% | 385 |
|
2022
Q4 | $2.4M | Buy |
9,655
+1,616
| +20% | +$401K | 0.07% | 298 |
|
2022
Q3 | $1.71M | Buy |
8,039
+2,464
| +44% | +$523K | 0.05% | 345 |
|
2022
Q2 | $1.23M | Buy |
5,575
+522
| +10% | +$116K | 0.05% | 345 |
|
2022
Q1 | $1.22M | Sell |
5,053
-5,187
| -51% | -$1.25M | 0.04% | 421 |
|
2021
Q4 | $2.14M | Sell |
10,240
-1,396
| -12% | -$291K | 0.06% | 332 |
|
2021
Q3 | $2.28M | Buy |
11,636
+1,093
| +10% | +$214K | 0.07% | 305 |
|
2021
Q2 | $1.98M | Buy |
10,543
+1,861
| +21% | +$350K | 0.06% | 338 |
|
2021
Q1 | $1.57M | Buy |
8,682
+2,422
| +39% | +$438K | 0.06% | 367 |
|
2020
Q4 | $933K | Sell |
6,260
-2,488
| -28% | -$371K | 0.05% | 352 |
|
2020
Q3 | $1.22M | Buy |
8,748
+287
| +3% | +$39.9K | 0.06% | 279 |
|
2020
Q2 | $1.27M | Sell |
8,461
-34
| -0.4% | -$5.09K | 0.08% | 238 |
|
2020
Q1 | $1.13M | Buy |
8,495
+2,510
| +42% | +$332K | 0.1% | 214 |
|
2019
Q4 | $1.06M | Buy |
5,985
+3,361
| +128% | +$593K | 0.09% | 236 |
|
2019
Q3 | $480K | Sell |
2,624
-94
| -3% | -$17.2K | 0.05% | 418 |
|
2019
Q2 | $494K | Sell |
2,718
-311
| -10% | -$56.5K | 0.05% | 379 |
|
2019
Q1 | $513K | Buy |
3,029
+63
| +2% | +$10.7K | 0.06% | 333 |
|
2018
Q4 | $467K | Sell |
2,966
-292
| -9% | -$46K | 0.07% | 319 |
|
2018
Q3 | $667K | Sell |
3,258
-39
| -1% | -$7.98K | 0.08% | 275 |
|
2018
Q2 | $615K | Buy |
3,297
+55
| +2% | +$10.3K | 0.08% | 270 |
|
2018
Q1 | $717K | Sell |
3,242
-1,109
| -25% | -$245K | 0.1% | 221 |
|
2017
Q4 | $886K | Buy |
4,351
+529
| +14% | +$108K | 0.12% | 190 |
|
2017
Q3 | $786K | Sell |
3,822
-548
| -13% | -$113K | 0.13% | 174 |
|
2017
Q2 | $867K | Buy |
4,370
+406
| +10% | +$80.6K | 0.16% | 168 |
|
2017
Q1 | $743K | Buy |
3,964
+387
| +11% | +$72.5K | 0.15% | 169 |
|
2016
Q4 | $618K | Sell |
3,577
-713
| -17% | -$123K | 0.13% | 200 |
|
2016
Q3 | $666K | Buy |
4,290
+96
| +2% | +$14.9K | 0.13% | 194 |
|
2016
Q2 | $584K | Buy |
4,194
+328
| +8% | +$45.7K | 0.12% | 218 |
|
2016
Q1 | $508K | Sell |
3,866
-230
| -6% | -$30.2K | 0.12% | 220 |
|
2015
Q4 | $564K | Buy |
4,096
+709
| +21% | +$97.6K | 0.11% | 214 |
|
2015
Q3 | $468K | Buy |
3,387
+561
| +20% | +$77.5K | 0.11% | 247 |
|
2015
Q2 | $402K | Buy |
+2,826
| New | +$402K | 0.1% | 258 |
|
2015
Q1 | – | Sell |
-1,268
| Closed | -$175 | – | 1107 |
|
2014
Q4 | $175 | Buy |
+1,268
| New | +$175 | ﹤0.01% | 1436 |
|
2014
Q3 | – | Sell |
-1,304
| Closed | -$152K | – | 1127 |
|
2014
Q2 | $152K | Buy |
+1,304
| New | +$152K | 0.04% | 552 |
|