HBK Sorce Advisory’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 | $2.14M | Buy |
7,322
+34
| +0.5% | +$9.92K | 0.06% | 131 |
|
2025
Q1 | $1.99M | Sell |
7,288
-135
| -2% | -$36.8K | 0.06% | 133 |
|
2024
Q4 | $1.96M | Sell |
7,423
-69
| -0.9% | -$18.2K | 0.06% | 135 |
|
2024
Q3 | $2.26M | Sell |
7,492
-132
| -2% | -$39.9K | 0.07% | 128 |
|
2024
Q2 | $2.21M | Sell |
7,624
-40
| -0.5% | -$11.6K | 0.08% | 124 |
|
2024
Q1 | $2.17M | Buy |
7,664
+82
| +1% | +$23.2K | 0.08% | 133 |
|
2023
Q4 | $1.97M | Sell |
7,582
-78
| -1% | -$20.3K | 0.08% | 142 |
|
2023
Q3 | $1.69M | Sell |
7,660
-2
| -0% | -$442 | 0.07% | 142 |
|
2023
Q2 | $1.65M | Sell |
7,662
-151
| -2% | -$32.5K | 0.07% | 157 |
|
2023
Q1 | $1.78M | Sell |
7,813
-8,147
| -51% | -$1.86M | 0.08% | 143 |
|
2022
Q4 | $3.96M | Buy |
15,960
+8,434
| +112% | +$2.09M | 0.11% | 130 |
|
2022
Q3 | $1.6M | Buy |
7,526
+696
| +10% | +$148K | 0.11% | 132 |
|
2022
Q2 | $1.51M | Sell |
6,830
-466
| -6% | -$103K | 0.11% | 122 |
|
2022
Q1 | $1.76M | Sell |
7,296
-112
| -2% | -$27K | 0.1% | 140 |
|
2021
Q4 | $1.54M | Buy |
7,408
+60
| +0.8% | +$12.5K | 0.08% | 174 |
|
2021
Q3 | $1.44M | Buy |
7,348
+81
| +1% | +$15.9K | 0.08% | 166 |
|
2021
Q2 | $1.37M | Sell |
7,267
-215
| -3% | -$40.5K | 0.08% | 172 |
|
2021
Q1 | $1.36M | Buy |
7,482
+33
| +0.4% | +$5.99K | 0.08% | 165 |
|
2020
Q4 | $1.11M | Buy |
7,449
+214
| +3% | +$31.9K | 0.07% | 180 |
|
2020
Q3 | $1M | Buy |
7,235
+162
| +2% | +$22.4K | 0.07% | 175 |
|
2020
Q2 | $1.06M | Sell |
7,073
-496
| -7% | -$74.1K | 0.08% | 164 |
|
2020
Q1 | $1M | Buy |
7,569
+559
| +8% | +$74K | 0.1% | 136 |
|
2019
Q4 | $1.24M | Buy |
7,010
+828
| +13% | +$146K | 0.11% | 145 |
|
2019
Q3 | $1.13M | Buy |
6,182
+19
| +0.3% | +$3.47K | 0.11% | 142 |
|
2019
Q2 | $1.12M | Sell |
6,163
-659
| -10% | -$120K | 0.11% | 143 |
|
2019
Q1 | $1.16M | Buy |
6,822
+170
| +3% | +$28.8K | 0.12% | 137 |
|
2018
Q4 | $1.05M | Sell |
6,652
-97
| -1% | -$15.3K | 0.12% | 137 |
|
2018
Q3 | $1.38M | Buy |
6,749
+62
| +0.9% | +$12.7K | 0.16% | 100 |
|
2018
Q2 | $1.25M | Sell |
6,687
-173
| -3% | -$32.3K | 0.14% | 106 |
|
2018
Q1 | $1.52M | Sell |
6,860
-45
| -0.7% | -$9.95K | 0.19% | 88 |
|
2017
Q4 | $1.41M | Buy |
6,905
+516
| +8% | +$105K | 0.17% | 99 |
|
2017
Q3 | $1.31M | Buy |
6,389
+256
| +4% | +$52.6K | 0.2% | 76 |
|
2017
Q2 | $1.22M | Buy |
6,133
+51
| +0.8% | +$10.1K | 0.19% | 77 |
|
2017
Q1 | $1.14M | Buy |
6,082
+132
| +2% | +$24.7K | 0.19% | 51 |
|
2016
Q4 | $1.03M | Buy |
5,950
+85
| +1% | +$14.7K | 0.19% | 90 |
|
2016
Q3 | $910K | Buy |
5,865
+803
| +16% | +$125K | 0.18% | 86 |
|
2016
Q2 | $705K | Buy |
5,062
+3,525
| +229% | +$491K | 0.15% | 103 |
|
2016
Q1 | $202K | Buy |
+1,537
| New | +$202K | 0.05% | 231 |
|