Financial Advocates Investment Management’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 |
-824
| Closed | -$217K | – | 728 |
|
2024
Q4 | $217K | Buy |
824
+114
| +16% | +$30K | 0.01% | 680 |
|
2024
Q3 | $215K | Buy |
+710
| New | +$215K | 0.01% | 692 |
|
2024
Q2 | – | Sell |
-1,234
| Closed | -$349K | – | 750 |
|
2024
Q1 | $349K | Sell |
1,234
-14
| -1% | -$3.96K | 0.02% | 539 |
|
2023
Q4 | $324K | Buy |
1,248
+13
| +1% | +$3.38K | 0.02% | 533 |
|
2023
Q3 | $273K | Buy |
1,235
+2
| +0.2% | +$442 | 0.02% | 551 |
|
2023
Q2 | $265K | Sell |
1,233
-2
| -0.2% | -$430 | 0.02% | 554 |
|
2023
Q1 | $282K | Hold |
1,235
| – | – | 0.02% | 565 |
|
2022
Q4 | $306K | Buy |
1,235
+10
| +0.8% | +$2.48K | 0.02% | 557 |
|
2022
Q3 | $260K | Sell |
1,225
-6,222
| -84% | -$1.32M | 0.02% | 586 |
|
2022
Q2 | $1.65M | Buy |
7,447
+6,016
| +420% | +$1.33M | 0.13% | 191 |
|
2022
Q1 | $345K | Buy |
1,431
+1
| +0.1% | +$241 | 0.02% | 537 |
|
2021
Q4 | $299K | Buy |
1,430
+91
| +7% | +$19K | 0.02% | 631 |
|
2021
Q3 | $262K | Sell |
1,339
-31,779
| -96% | -$6.22M | 0.02% | 634 |
|
2021
Q2 | $1.25M | Buy |
+33,118
| New | +$1.25M | 0.08% | 272 |
|
2020
Q1 | – | Sell |
-1,181
| Closed | -$208K | – | 496 |
|
2019
Q4 | $208K | Buy |
+1,181
| New | +$208K | 0.02% | 477 |
|
2018
Q4 | – | Sell |
-1,316
| Closed | -$269K | – | 458 |
|
2018
Q3 | $269K | Sell |
1,316
-43
| -3% | -$8.79K | 0.03% | 420 |
|
2018
Q2 | $255K | Sell |
1,359
-419
| -24% | -$78.6K | 0.03% | 408 |
|
2018
Q1 | $393K | Buy |
1,778
+105
| +6% | +$23.2K | 0.05% | 304 |
|
2017
Q4 | $341K | Buy |
+1,673
| New | +$341K | 0.05% | 328 |
|