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Concourse Financial Group Securities’s General Dynamics GD Stock Holding History

Concourse Financial Group Securities’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,513
Closed -$2.03M – 818
2024
Q4 		$2.03M Sell
7,513
-14
-0.2% -$4.03K 0.11% 184
2024
Q3 		$2.27M Sell
7,527
-241
-3% -$70.8K 0.14% 158
2024
Q2 		$2.25M Sell
7,768
-142
-2% -$41.6K 0.14% 153
2024
Q1 		$2.23M Buy
7,910
+2
+0% +$535 0.14% 152
2023
Q4 		$2.05M Sell
7,908
-829
-9% -$202K 0.15% 146
2023
Q3 		$1.93M Buy
8,737
+105
+1% +$23.2K 0.15% 145
2023
Q2 		$1.86M Buy
8,632
+371
+4% +$80K 0.14% 146
2023
Q1 		$1.89M Sell
8,261
-194
-2% -$44.8K 0.15% 148
2022
Q4 		$2.1M Buy
8,455
+327
+4% +$79.8K 0.17% 135
2022
Q3 		$1.73M Sell
8,128
-2,058
-20% -$465K 0.16% 139
2022
Q2 		$2.27M Sell
10,186
-58
-0.6% -$13.3K 0.19% 121
2022
Q1 		$2.47M Buy
10,244
+39
+0.4% +$8.66K 0.18% 122
2021
Q4 		$2.13M Buy
10,205
+104
+1% +$21K 0.12% 160
2021
Q3 		$1.98M Buy
10,101
+250
+3% +$48.9K 0.12% 160
2021
Q2 		$1.85M Sell
9,851
-21
-0.2% -$3.96K 0.12% 159
2021
Q1 		$1.79M Buy
9,872
+259
+3% +$42.3K 0.13% 148
2020
Q4 		$1.43M Buy
9,613
+433
+5% +$63.3K 0.11% 166
2020
Q3 		$1.27M Buy
9,180
+57
+0.6% +$8.42K 0.11% 161
2020
Q2 		$1.36M Buy
9,123
+654
+8% +$92.4K 0.13% 136
2020
Q1 		$1.12M Buy
8,469
+1,432
+20% +$238K 0.12% 148
2019
Q4 		$1.24M Buy
7,037
+5,298
+305% +$951K 0.12% 142
2019
Q3 		$318K Sell
1,739
-4,723
-73% -$877K 0.08% 197
2019
Q2 		$1.17M Buy
6,462
+482
+8% +$83K 0.12% 140
2019
Q1 		$1.01M Sell
5,980
-154
-3% -$25.9K 0.1% 164
2018
Q4 		$964K Buy
6,134
+2,641
+76% +$473K 0.12% 155
2018
Q3 		$715K Buy
+3,493
New +$684K 0.2% 107

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concourse Financial Group Securities's GD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of General Dynamics (GD) in Q1 2025, closing a stake of 7,513 shares — an estimated $2.03M sold.

Concourse Financial Group Securities first reported a position in GD in Q3 2018 and held it in 26 quarters. The position peaked at $2.47M in Q1 2022. 1,829 funds tracked by Wall St. Rank hold GD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining General Dynamics position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7,513 General Dynamics shares in Q1 2025, an estimated $2.03M.
  • Concourse Financial Group Securities first reported a position in General Dynamics in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's General Dynamics position peaked at $2.47M in Q1 2022.
  • 1,829 funds tracked by Wall St. Rank held General Dynamics as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.