Lantz Financial’s General Motors GM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
4,632
-36
-0.8% -$1.77K 0.06% 220
2025
Q1
$220K Sell
4,668
-161
-3% -$7.57K 0.06% 204
2024
Q4
$257K Sell
4,829
-603
-11% -$32.1K 0.07% 192
2024
Q3
$244K Sell
5,432
-3
-0.1% -$135 0.07% 196
2024
Q2
$253K Sell
5,435
-183
-3% -$8.5K 0.08% 182
2024
Q1
$255K Buy
+5,618
New +$255K 0.08% 178
2023
Q3
Sell
-5,415
Closed -$209K 189
2023
Q2
$209K Buy
+5,415
New +$209K 0.08% 181
2022
Q2
Sell
-5,279
Closed -$231K 178
2022
Q1
$231K Hold
5,279
0.09% 154
2021
Q4
$310K Hold
5,279
0.14% 125
2021
Q3
$278K Buy
5,279
+200
+4% +$10.5K 0.14% 127
2021
Q2
$301K Buy
5,079
+16
+0.3% +$948 0.15% 120
2021
Q1
$291K Buy
5,063
+50
+1% +$2.87K 0.17% 108
2020
Q4
$209K Buy
+5,013
New +$209K 0.13% 118
2020
Q1
Sell
-6,381
Closed -$234K 114
2019
Q4
$234K Buy
6,381
+6
+0.1% +$220 0.14% 120
2019
Q3
$221K Buy
6,375
+5
+0.1% +$173 0.15% 118
2019
Q2
$244K Sell
6,370
-1,494
-19% -$57.2K 0.17% 111
2019
Q1
$292K Buy
+7,864
New +$292K 0.21% 93