Key Financial Inc’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 | $120K | Hold |
410
| – | – | 0.02% | 348 |
|
|
2025
Q1 | $112K | Hold |
410
| – | – | 0.02% | 339 |
|
|
2024
Q4 | $108K | Hold |
410
| – | – | 0.02% | 334 |
|
|
2024
Q3 | $124K | Buy |
410
+4
| +1% | +$1.21K | 0.03% | 318 |
|
|
2024
Q2 | $118K | Hold |
406
| – | – | 0.03% | 309 |
|
|
2024
Q1 | $115K | Hold |
406
| – | – | 0.03% | 296 |
|
|
2023
Q4 | $105K | Sell |
406
-26
| -6% | -$6.75K | 0.03% | 302 |
|
|
2023
Q3 | $95.5K | Hold |
432
| – | – | 0.03% | 305 |
|
|
2023
Q2 | $92.9K | Buy |
432
+56
| +15% | +$12K | 0.03% | 311 |
|
|
2023
Q1 | $85.8K | Hold |
376
| – | – | 0.03% | 317 |
|
|
2022
Q4 | $79.8K | Hold |
376
| – | – | 0.04% | 288 |
|
|
2022
Q3 | $80K | Hold |
376
| – | – | 0.04% | 290 |
|
|
2022
Q2 | $84K | Hold |
376
| – | – | 0.05% | 274 |
|
|
2022
Q1 | $91K | Buy |
376
+25
| +7% | +$6.05K | 0.05% | 270 |
|
|
2021
Q4 | $73K | Buy |
351
+55
| +19% | +$11.4K | 0.04% | 288 |
|
|
2021
Q3 | $58K | Buy |
296
+14
| +5% | +$2.74K | 0.03% | 326 |
|
|
2021
Q2 | $55K | Buy |
282
+44
| +18% | +$8.58K | 0.03% | 342 |
|
|
2021
Q1 | $43K | Buy |
238
+9
| +4% | +$1.63K | 0.03% | 301 |
|
|
2020
Q4 | $34K | Buy |
+229
| New | +$34K | 0.03% | 302 |
|
|
2020
Q2 | – | Sell |
-229
| Closed | -$31K | – | 300 |
|
|
2020
Q1 | $31K | Buy |
+229
| New | +$31K | 0.03% | 273 |
|