Capital Advisory Group Advisory Services’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,191
| Closed | -$1.1M | – | 178 |
|
|
2024
Q4 | $1.1M | Buy |
4,191
+293
| +8% | +$77.2K | 0.4% | 68 |
|
|
2024
Q3 | $1.18M | Buy |
3,898
+119
| +3% | +$36K | 0.47% | 58 |
|
|
2024
Q2 | $1.1M | Buy |
3,779
+168
| +5% | +$48.7K | 0.47% | 58 |
|
|
2024
Q1 | $1.02M | Buy |
3,611
+65
| +2% | +$18.4K | 0.48% | 54 |
|
|
2023
Q4 | $921K | Sell |
3,546
-81
| -2% | -$21K | 0.49% | 56 |
|
|
2023
Q3 | $801K | Buy |
+3,627
| New | +$801K | 0.45% | 62 |
|
|
2023
Q2 | – | Sell |
-3,528
| Closed | -$805K | – | 106 |
|
|
2023
Q1 | $805K | Buy |
3,528
+60
| +2% | +$13.7K | 0.48% | 59 |
|
|
2022
Q4 | $860K | Sell |
3,468
-49
| -1% | -$12.2K | 0.58% | 48 |
|
|
2022
Q3 | $746K | Buy |
3,517
+144
| +4% | +$30.5K | 0.52% | 58 |
|
|
2022
Q2 | $773K | Hold |
3,373
| – | – | 0.46% | 67 |
|
|
2022
Q1 | $814K | Buy |
3,373
+313
| +10% | +$75.5K | 0.38% | 74 |
|
|
2021
Q4 | $638K | Buy |
3,060
+173
| +6% | +$36.1K | 0.28% | 84 |
|
|
2021
Q3 | $566K | Sell |
2,887
-43
| -1% | -$8.43K | 0.21% | 109 |
|
|
2021
Q2 | $552K | Buy |
2,930
+143
| +5% | +$26.9K | 0.2% | 110 |
|
|
2021
Q1 | $506K | Buy |
2,787
+78
| +3% | +$14.2K | 0.2% | 111 |
|
|
2020
Q4 | $403K | Buy |
2,709
+1,544
| +133% | +$230K | 0.17% | 109 |
|
|
2020
Q3 | $161K | Sell |
1,165
-33
| -3% | -$4.56K | 0.08% | 159 |
|
|
2020
Q2 | $179K | Buy |
1,198
+1,113
| +1,309% | +$166K | 0.1% | 136 |
|
|
2020
Q1 | $12K | Buy |
+85
| New | +$12K | 0.01% | 212 |
|