JNBA Financial Advisors’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 | $54K | Hold |
185
| – | – | 0.01% | 284 |
|
|
2025
Q1 | $50.4K | Sell |
185
-16
| -8% | -$4.36K | 0.01% | 280 |
|
|
2024
Q4 | $53K | Hold |
201
| – | – | 0.01% | 280 |
|
|
2024
Q3 | $60.7K | Hold |
201
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $58.3K | Hold |
201
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $56.8K | Sell |
201
-50
| -20% | -$14.1K | 0.01% | 275 |
|
|
2023
Q4 | $65.2K | Sell |
251
-15
| -6% | -$3.9K | 0.01% | 263 |
|
|
2023
Q3 | $58.8K | Buy |
266
+15
| +6% | +$3.32K | 0.01% | 267 |
|
|
2023
Q2 | $54K | Sell |
251
-19
| -7% | -$4.09K | 0.01% | 273 |
|
|
2023
Q1 | $61.6K | Buy |
270
+19
| +8% | +$4.34K | 0.01% | 268 |
|
|
2022
Q4 | $62.3K | Hold |
251
| – | – | 0.01% | 261 |
|
|
2022
Q3 | $53K | Hold |
251
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $56K | Sell |
251
-99
| -28% | -$22.1K | 0.01% | 268 |
|
|
2022
Q1 | $84K | Buy |
350
+6
| +2% | +$1.44K | 0.01% | 242 |
|
|
2021
Q4 | $72K | Buy |
344
+68
| +25% | +$14.2K | 0.01% | 259 |
|
|
2021
Q3 | $54K | Hold |
276
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $52K | Hold |
276
| – | – | 0.01% | 280 |
|
|
2021
Q1 | $50K | Buy |
276
+81
| +42% | +$14.7K | 0.01% | 278 |
|
|
2020
Q4 | $29K | Buy |
195
+45
| +30% | +$6.69K | ﹤0.01% | 317 |
|
|
2020
Q3 | $21K | Hold |
150
| – | – | ﹤0.01% | 332 |
|
|
2020
Q2 | $22K | Hold |
150
| – | – | ﹤0.01% | 318 |
|
|
2020
Q1 | $20K | Buy |
+150
| New | +$20K | ﹤0.01% | 306 |
|
|
2016
Q4 | – | Sell |
-1,133
| Closed | -$176K | – | 808 |
|
|
2016
Q3 | $176K | Buy |
+1,133
| New | +$176K | 0.03% | 250 |
|