BFG
Beacon Financial Group’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
7,495
+309
| +4% | +$90.1K | 0.23% | 108 |
|
|
2025
Q1 | $1.96M | Buy |
7,186
+274
| +4% | +$74.7K | 0.21% | 108 |
|
|
2024
Q4 | $1.82M | Hold |
6,912
| – | – | 0.2% | 117 |
|
|
2024
Q3 | $2.09M | Sell |
6,912
-14
| -0.2% | -$4.23K | 0.23% | 107 |
|
|
2024
Q2 | $2.01M | Sell |
6,926
-97
| -1% | -$28.1K | 0.23% | 108 |
|
|
2024
Q1 | $1.98M | Sell |
7,023
-206
| -3% | -$58.2K | 0.23% | 107 |
|
|
2023
Q4 | $1.88M | Buy |
7,229
+506
| +8% | +$131K | 0.23% | 107 |
|
|
2023
Q3 | $1.52M | Sell |
6,723
-203
| -3% | -$46K | 0.22% | 108 |
|
|
2023
Q2 | $1.48M | Sell |
6,926
-73
| -1% | -$15.6K | 0.2% | 110 |
|
|
2023
Q1 | $1.6M | Sell |
6,999
-468
| -6% | -$107K | 0.22% | 102 |
|
|
2022
Q4 | $1.85M | Sell |
7,467
-87
| -1% | -$21.6K | 0.25% | 101 |
|
|
2022
Q3 | $1.62M | Buy |
7,554
+141
| +2% | +$30.2K | 0.25% | 92 |
|
|
2022
Q2 | $1.63M | Sell |
7,413
-174
| -2% | -$38.2K | 0.24% | 99 |
|
|
2022
Q1 | $1.85M | Sell |
7,587
-87
| -1% | -$21.2K | 0.25% | 99 |
|
|
2021
Q4 | $1.59M | Sell |
7,674
-43
| -0.6% | -$8.92K | 0.21% | 107 |
|
|
2021
Q3 | $1.53M | Sell |
7,717
-63
| -0.8% | -$12.5K | 0.21% | 106 |
|
|
2021
Q2 | $1.48M | Buy |
7,780
+377
| +5% | +$71.6K | 0.21% | 107 |
|
|
2021
Q1 | $1.14M | Hold |
7,403
| – | – | 0.18% | 121 |
|
|
2020
Q4 | $1.14M | Sell |
7,403
-211
| -3% | -$32.5K | 0.18% | 123 |
|
|
2020
Q3 | $1.05M | Sell |
7,614
-202
| -3% | -$28K | 0.19% | 114 |
|
|
2020
Q2 | $1.17M | Buy |
7,816
+140
| +2% | +$20.9K | 0.23% | 105 |
|
|
2020
Q1 | $1.03M | Buy |
7,676
+320
| +4% | +$42.8K | 0.23% | 104 |
|
|
2019
Q4 | $1.3M | Sell |
7,356
-74
| -1% | -$13K | 0.16% | 106 |
|
|
2019
Q3 | $1.36M | Sell |
7,430
-168
| -2% | -$30.8K | 0.23% | 100 |
|
|
2019
Q2 | $1.38M | Buy |
7,598
+50
| +0.7% | +$9.09K | 0.24% | 100 |
|
|
2019
Q1 | $1.28K | Buy |
7,548
+385
| +5% | +$65 | 0.21% | 101 |
|
|
2018
Q4 | $1.11M | Sell |
7,163
-293
| -4% | -$45.5K | 0.21% | 96 |
|
|
2018
Q3 | $1.53M | Sell |
7,456
-250
| -3% | -$51.2K | 0.26% | 82 |
|
|
2018
Q2 | $1.44M | Sell |
7,706
-253
| -3% | -$47.1K | 0.24% | 81 |
|
|
2018
Q1 | $1.76M | Sell |
7,959
-80
| -1% | -$17.7K | 0.3% | 79 |
|
|
2017
Q4 | $1.64M | Sell |
8,039
-426
| -5% | -$86.7K | 0.28% | 76 |
|
|
2017
Q3 | $1.74M | Buy |
8,465
+72
| +0.9% | +$14.8K | 0.31% | 67 |
|
|
2017
Q2 | $1.65M | Buy |
8,393
+250
| +3% | +$49.2K | 0.31% | 70 |
|
|
2017
Q1 | $1.54M | Buy |
8,143
+766
| +10% | +$145K | 0.29% | 71 |
|
|
2016
Q4 | $1.27M | Buy |
7,377
+597
| +9% | +$103K | 0.26% | 76 |
|
|
2016
Q3 | $1.06M | Sell |
6,780
-14
| -0.2% | -$2.18K | 0.22% | 78 |
|
|
2016
Q2 | $921K | Sell |
6,794
-672
| -9% | -$91.1K | 0.2% | 77 |
|
|
2016
Q1 | $983K | Sell |
7,466
-382
| -5% | -$50.3K | 0.21% | 76 |
|
|
2015
Q4 | $1.09M | Sell |
7,848
-190
| -2% | -$26.4K | 0.25% | 69 |
|
|
2015
Q3 | $1.09M | Buy |
8,038
+80
| +1% | +$10.8K | 0.27% | 74 |
|
|
2015
Q2 | $1.13M | Buy |
7,958
+513
| +7% | +$72.7K | 0.24% | 70 |
|
|
2015
Q1 | $1.02M | Buy |
7,445
+357
| +5% | +$49.1K | 0.23% | 73 |
|
|
2014
Q4 | $989K | Buy |
7,088
+501
| +8% | +$69.9K | 0.21% | 83 |
|
|
2014
Q3 | $839K | Sell |
6,587
-114
| -2% | -$14.5K | 0.18% | 92 |
|
|
2014
Q2 | $787K | Buy |
6,701
+483
| +8% | +$56.7K | 0.17% | 89 |
|
|
2014
Q1 | $670K | Buy |
6,218
+161
| +3% | +$17.3K | 0.14% | 101 |
|
|
2013
Q4 | $576K | Buy |
6,057
+174
| +3% | +$16.5K | 0.11% | 120 |
|
|
2013
Q3 | $519K | Buy |
+5,883
| New | +$519K | 0.11% | 121 |
|