OneDigital Investment Advisors’s General Dynamics GD Stock Holding History

OneDigital Investment Advisors’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.2M	Sell	7,552 -10,998	-59%	-$3.21M	0.02%	410
2025 Q1	$5.06M	Sell	18,550 -425	-2%	-$116K	0.06%	228
2024 Q4	$5M	Sell	18,975 -224	-1%	-$59K	0.06%	241
2024 Q3	$5.8M	Sell	19,199 -8,004	-29%	-$2.42M	0.07%	226
2024 Q2	$7.89M	Buy	27,203 +847	+3%	+$246K	0.1%	168
2024 Q1	$7.45M	Buy	26,356 +10,506	+66%	+$2.97M	0.12%	161
2023 Q4	$4.12M	Buy	15,850 +8,687	+121%	+$2.26M	0.07%	208
2023 Q3	$1.58M	Buy	7,163 +419	+6%	+$92.6K	0.03%	326
2023 Q2	$1.45M	Buy	6,744 +740	+12%	+$159K	0.03%	339
2023 Q1	$1.37M	Buy	6,004 +763	+15%	+$174K	0.03%	339
2022 Q4	$1.3M	Sell	5,241 -368	-7%	-$91.3K	0.04%	311
2022 Q3	$1.19M	Buy	5,609 +125	+2%	+$26.5K	0.04%	257
2022 Q2	$1.21M	Buy	5,484 +478	+10%	+$106K	0.05%	225
2022 Q1	$1.21M	Sell	5,006 -749	-13%	-$181K	0.05%	229
2021 Q4	$1.2M	Buy	5,755 +214	+4%	+$44.6K	0.04%	239
2021 Q3	$1.09M	Buy	5,541 +198	+4%	+$38.8K	0.04%	249
2021 Q2	$1.01M	Buy	5,343 +436	+9%	+$82.1K	0.04%	249
2021 Q1	$891K	Buy	4,907 +446	+10%	+$81K	0.04%	267
2020 Q4	$664K	Sell	4,461 -17	-0.4%	-$2.53K	0.03%	289
2020 Q3	$620K	Buy	4,478 +552	+14%	+$76.4K	0.04%	271
2020 Q2	$587K	Buy	3,926 +40	+1%	+$5.98K	0.04%	275
2020 Q1	$514K	Buy	3,886 +269	+7%	+$35.6K	0.05%	269
2019 Q4	$638K	Buy	3,617 +129	+4%	+$22.8K	0.05%	252
2019 Q3	$637K	Sell	3,488 -1,145	-25%	-$209K	0.06%	228
2019 Q2	$842K	Buy	4,633 +1,751	+61%	+$318K	0.07%	176
2019 Q1	$488K	Hold	2,882	–	–	0.07%	179
2018 Q4	$453K	Buy	2,882 +2,255	+360%	+$354K	0.08%	175
2018 Q3	$128K	Sell	627 -149	-19%	-$30.4K	0.03%	247
2018 Q2	$145K	Hold	776	–	–	0.03%	282
2018 Q1	$171K	Buy	776 +151	+24%	+$33.3K	0.04%	246
2017 Q4	$127K	Buy	625 +300	+92%	+$61K	0.01%	300
2017 Q3	$67K	Buy	325 +101	+45%	+$20.8K	0.02%	308
2017 Q2	$44K	Buy	+224	New	+$44K	0.01%	510