LRIA
Leonard Rickey Investment Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
1,223
+70
| +6% | +$20.4K | 0.07% | 78 |
|
|
2025
Q1 | $321K | Buy |
1,153
+27
| +2% | +$7.53K | 0.07% | 75 |
|
|
2024
Q4 | $297K | Hold |
1,126
| – | – | 0.07% | 83 |
|
|
2024
Q3 | $340K | Buy |
1,126
+17
| +2% | +$5.14K | 0.08% | 74 |
|
|
2024
Q2 | $322K | Buy |
1,109
+135
| +14% | +$39.2K | 0.08% | 72 |
|
|
2024
Q1 | $275K | Buy |
974
+89
| +10% | +$25.1K | 0.07% | 74 |
|
|
2023
Q4 | $230K | Sell |
885
-79
| -8% | -$20.5K | 0.07% | 73 |
|
|
2023
Q3 | $213K | Buy |
+964
| New | +$213K | 0.07% | 76 |
|
|
2023
Q2 | – | Sell |
-887
| Closed | -$202K | – | 73 |
|
|
2023
Q1 | $202K | Buy |
887
+31
| +4% | +$7.08K | 0.08% | 67 |
|
|
2022
Q4 | $212K | Buy |
+856
| New | +$212K | 0.09% | 61 |
|
|
2022
Q3 | – | Sell |
-909
| Closed | -$201K | – | 62 |
|
|
2022
Q2 | $201K | Sell |
909
-43
| -5% | -$9.51K | 0.09% | 64 |
|
|
2022
Q1 | $230K | Buy |
+952
| New | +$230K | 0.09% | 64 |
|