Equitable Trust’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 | $426K | Sell |
1,461
-430
| -23% | -$125K | 0.02% | 332 |
|
|
2025
Q1 | $515K | Sell |
1,891
-11,905
| -86% | -$3.25M | 0.03% | 303 |
|
|
2024
Q4 | $3.64M | Sell |
13,796
-3,015
| -18% | -$794K | 0.2% | 100 |
|
|
2024
Q3 | $5.08M | Sell |
16,811
-6
| -0% | -$1.81K | 0.33% | 68 |
|
|
2024
Q2 | $4.88M | Buy |
16,817
+16,042
| +2,070% | +$4.65M | 0.34% | 70 |
|
|
2024
Q1 | $219K | Sell |
775
-879
| -53% | -$248K | 0.02% | 409 |
|
|
2023
Q4 | $429K | Sell |
1,654
-34
| -2% | -$8.83K | 0.03% | 300 |
|
|
2023
Q3 | $373K | Buy |
1,688
+97
| +6% | +$21.4K | 0.03% | 309 |
|
|
2023
Q2 | $342K | Hold |
1,591
| – | – | 0.03% | 319 |
|
|
2023
Q1 | $363K | Buy |
1,591
+76
| +5% | +$17.3K | 0.03% | 306 |
|
|
2022
Q4 | $376K | Buy |
1,515
+53
| +4% | +$13.2K | 0.03% | 303 |
|
|
2022
Q3 | $310K | Hold |
1,462
| – | – | 0.03% | 304 |
|
|
2022
Q2 | $324K | Sell |
1,462
-26
| -2% | -$5.76K | 0.02% | 315 |
|
|
2022
Q1 | $359K | Buy |
1,488
+319
| +27% | +$77K | 0.02% | 299 |
|
|
2021
Q4 | $244K | Hold |
1,169
| – | – | 0.02% | 342 |
|
|
2021
Q3 | $229K | Buy |
1,169
+90
| +8% | +$17.6K | 0.01% | 334 |
|
|
2021
Q2 | $203K | Sell |
1,079
-201
| -16% | -$37.8K | 0.01% | 359 |
|
|
2021
Q1 | $232K | Buy |
+1,280
| New | +$232K | 0.02% | 323 |
|