Financial Advocates Investment Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,352
| Closed | -$260K | – | 683 |
|
|
2025
Q1 | $260K | Sell |
4,352
-1,315
| -23% | -$79K | 0.02% | 596 |
|
|
2024
Q4 | $361K | Buy |
5,667
+106
| +2% | +$7.11K | 0.02% | 549 |
|
|
2024
Q3 | $411K | Sell |
5,561
-172
| -3% | -$11.9K | 0.02% | 517 |
|
|
2024
Q2 | $363K | Sell |
5,733
-1,429
| -20% | -$98.1K | 0.02% | 526 |
|
|
2024
Q1 | $501K | Sell |
7,162
-227
| -3% | -$14.8K | 0.03% | 455 |
|
|
2023
Q4 | $481K | Sell |
7,389
-2,463
| -25% | -$159K | 0.03% | 436 |
|
|
2023
Q3 | $630K | Buy |
9,852
+1,008
| +11% | +$71.2K | 0.05% | 361 |
|
|
2023
Q2 | $678K | Sell |
8,844
-44
| -0.5% | -$3.76K | 0.05% | 336 |
|
|
2023
Q1 | $760K | Buy |
8,888
+931
| +12% | +$74.3K | 0.05% | 342 |
|
|
2022
Q4 | $667K | Buy |
7,957
+2,463
| +45% | +$201K | 0.05% | 382 |
|
|
2022
Q3 | $417K | Sell |
5,494
-2,033
| -27% | -$155K | 0.03% | 456 |
|
|
2022
Q2 | $568K | Sell |
7,527
-7,350
| -49% | -$515K | 0.05% | 376 |
|
|
2022
Q1 | $1.01M | Buy |
14,877
+51
| +0.3% | +$3.42K | 0.07% | 297 |
|
|
2021
Q4 | $999K | Buy |
14,826
+419
| +3% | +$26.6K | 0.06% | 319 |
|
|
2021
Q3 | $861K | Buy |
14,407
+222
| +2% | +$13.1K | 0.06% | 345 |
|
|
2021
Q2 | $864K | Sell |
14,185
-13
| -0.1% | -$804 | 0.06% | 348 |
|
|
2021
Q1 | $871K | Sell |
14,198
-427
| -3% | -$24.6K | 0.06% | 351 |
|
|
2020
Q4 | $860K | Buy |
14,625
+6,526
| +81% | +$395K | 0.06% | 329 |
|
|
2020
Q3 | $499K | Buy |
8,099
+1,868
| +30% | +$117K | 0.04% | 378 |
|
|
2020
Q2 | $384K | Sell |
6,231
-447
| -7% | -$27K | 0.04% | 408 |
|
|
2020
Q1 | $352K | Sell |
6,678
-1,643
| -20% | -$86.8K | 0.05% | 328 |
|
|
2019
Q4 | $445K | Sell |
8,321
-617
| -7% | -$32.5K | 0.05% | 334 |
|
|
2019
Q3 | $492K | Sell |
8,938
-115
| -1% | -$6.2K | 0.06% | 290 |
|
|
2019
Q2 | $475K | Buy |
9,053
+1,158
| +15% | +$59.8K | 0.06% | 300 |
|
|
2019
Q1 | $409K | Buy |
7,895
+1,103
| +16% | +$50K | 0.05% | 307 |
|
|
2018
Q4 | $265K | Sell |
6,792
-339
| -5% | -$14.3K | 0.04% | 362 |
|
|
2018
Q3 | $306K | Buy |
7,131
+1,284
| +22% | +$58.1K | 0.03% | 384 |
|
|
2018
Q2 | $254K | Buy |
5,847
+50
| +0.9% | +$2.19K | 0.03% | 410 |
|
|
2018
Q1 | $261K | Buy |
5,797
+1,306
| +29% | +$70.8K | 0.03% | 396 |
|
|
2017
Q4 | $266K | Buy |
+4,491
| New | +$243K | 0.04% | 384 |
|
Other funds holding GIS
BC
Financial Advocates Investment Management's GIS Position: Q2 2025 in Review
Financial Advocates Investment Management sold out of General Mills (GIS) in Q2 2025, closing a stake of 4,352 shares — an estimated $260K sold.
Financial Advocates Investment Management first reported a position in GIS in Q4 2017 and held it in 30 quarters. The position peaked at $1.01M in Q1 2022. 1,463 funds tracked by Wall St. Rank hold GIS as of Q2 2025.
- Financial Advocates Investment Management reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 4,352 General Mills shares in Q2 2025, an estimated $260K.
- Financial Advocates Investment Management first reported a position in General Mills in Q4 2017 and held it in 30 quarters.
- Financial Advocates Investment Management's General Mills position peaked at $1.01M in Q1 2022.
- 1,463 funds tracked by Wall St. Rank held General Mills as of Q2 2025.
Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.