Lido Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
70,477
-88
| -0.1% | -$25.7K | 0.08% | 142 |
|
|
2025
Q1 | $19.2M | Buy |
70,565
+924
| +1% | +$252K | 0.09% | 135 |
|
|
2024
Q4 | $18.3M | Sell |
69,641
-18,055
| -21% | -$4.76M | 0.08% | 135 |
|
|
2024
Q3 | $26.5M | Buy |
87,696
+28,107
| +47% | +$8.49M | 0.13% | 75 |
|
|
2024
Q2 | $17.3M | Buy |
59,589
+4,968
| +9% | +$1.44M | 0.1% | 103 |
|
|
2024
Q1 | $15.4M | Buy |
54,621
+1,023
| +2% | +$289K | 0.09% | 116 |
|
|
2023
Q4 | $13.9M | Buy |
53,598
+38,666
| +259% | +$10M | 0.09% | 111 |
|
|
2023
Q3 | $3.3M | Sell |
14,932
-9,671
| -39% | -$2.14M | 0.03% | 285 |
|
|
2023
Q2 | $5.29M | Sell |
24,603
-2,412
| -9% | -$519K | 0.04% | 203 |
|
|
2023
Q1 | $6.17M | Sell |
27,015
-8,538
| -24% | -$1.95M | 0.06% | 174 |
|
|
2022
Q4 | $8.82M | Buy |
35,553
+15,459
| +77% | +$3.84M | 0.11% | 98 |
|
|
2022
Q3 | $4.26M | Buy |
20,094
+15,543
| +342% | +$3.3M | 0.05% | 147 |
|
|
2022
Q2 | $1.01M | Buy |
4,551
+1,346
| +42% | +$298K | 0.01% | 317 |
|
|
2022
Q1 | $772K | Buy |
3,205
+1,907
| +147% | +$459K | 0.01% | 407 |
|
|
2021
Q4 | $270K | Buy |
1,298
+55
| +4% | +$11.4K | ﹤0.01% | 743 |
|
|
2021
Q3 | $243K | Sell |
1,243
-1,530
| -55% | -$299K | ﹤0.01% | 719 |
|
|
2021
Q2 | $522K | Sell |
2,773
-1,505
| -35% | -$283K | 0.01% | 452 |
|
|
2021
Q1 | $777K | Buy |
+4,278
| New | +$777K | 0.01% | 353 |
|
|
2020
Q4 | – | Sell |
-5,869
| Closed | -$813K | – | 727 |
|
|
2020
Q3 | $813K | Sell |
5,869
-2,452
| -29% | -$340K | 0.02% | 269 |
|
|
2020
Q2 | $1.24M | Buy |
8,321
+1,878
| +29% | +$281K | 0.04% | 190 |
|
|
2020
Q1 | $853K | Buy |
6,443
+5,294
| +461% | +$701K | 0.04% | 225 |
|
|
2019
Q4 | $203K | Buy |
+1,149
| New | +$203K | 0.01% | 555 |
|