Patriot Financial Group Insurance Agency’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 | $1.59M | Buy |
5,450
+1,184
| +28% | +$345K | 0.18% | 140 |
|
|
2025
Q1 | $1.16M | Buy |
4,266
+461
| +12% | +$126K | 0.16% | 164 |
|
|
2024
Q4 | $1M | Buy |
3,805
+375
| +11% | +$98.8K | 0.13% | 177 |
|
|
2024
Q3 | $1.04M | Buy |
3,430
+416
| +14% | +$126K | 0.14% | 176 |
|
|
2024
Q2 | $875K | Buy |
3,014
+398
| +15% | +$115K | 0.13% | 182 |
|
|
2024
Q1 | $739K | Buy |
2,616
+466
| +22% | +$132K | 0.12% | 196 |
|
|
2023
Q4 | $558K | Buy |
2,150
+457
| +27% | +$119K | 0.11% | 227 |
|
|
2023
Q3 | $374K | Buy |
1,693
+272
| +19% | +$60.1K | 0.08% | 291 |
|
|
2023
Q2 | $306K | Buy |
1,421
+433
| +44% | +$93.2K | 0.06% | 334 |
|
|
2023
Q1 | $225K | Buy |
+988
| New | +$225K | 0.05% | 395 |
|
|
2022
Q3 | – | Sell |
-487
| Closed | -$108K | – | 988 |
|
|
2022
Q2 | $108K | Buy |
487
+41
| +9% | +$9.09K | 0.02% | 522 |
|
|
2022
Q1 | $107K | Sell |
446
-2,100
| -82% | -$504K | 0.02% | 566 |
|
|
2021
Q4 | $531K | Sell |
2,546
-175
| -6% | -$36.5K | 0.09% | 232 |
|
|
2021
Q3 | $533K | Sell |
2,721
-59
| -2% | -$11.6K | 0.09% | 221 |
|
|
2021
Q2 | $523K | Buy |
2,780
+30
| +1% | +$5.64K | 0.1% | 219 |
|
|
2021
Q1 | $499K | Buy |
2,750
+12
| +0.4% | +$2.18K | 0.11% | 189 |
|
|
2020
Q4 | $407K | Buy |
2,738
+325
| +13% | +$48.3K | 0.1% | 211 |
|
|
2020
Q3 | $334K | Buy |
2,413
+247
| +11% | +$34.2K | 0.11% | 184 |
|
|
2020
Q2 | $324K | Buy |
2,166
+2,092
| +2,827% | +$313K | 0.12% | 165 |
|
|
2020
Q1 | $10K | Buy |
74
+7
| +10% | +$946 | ﹤0.01% | 858 |
|
|
2019
Q4 | $12K | Buy |
67
+16
| +31% | +$2.87K | ﹤0.01% | 793 |
|
|
2019
Q3 | $9K | Hold |
51
| – | – | ﹤0.01% | 823 |
|
|
2019
Q2 | $9K | Hold |
51
| – | – | ﹤0.01% | 827 |
|
|
2019
Q1 | $9K | Hold |
51
| – | – | ﹤0.01% | 728 |
|
|
2018
Q4 | $8K | Hold |
51
| – | – | 0.01% | 654 |
|
|
2018
Q3 | $10K | Hold |
51
| – | – | 0.01% | 625 |
|
|
2018
Q2 | $10K | Hold |
51
| – | – | 0.01% | 394 |
|
|
2018
Q1 | $11K | Hold |
51
| – | – | 0.01% | 578 |
|
|
2017
Q4 | $10K | Buy |
51
+16
| +46% | +$3.14K | 0.01% | 585 |
|
|
2017
Q3 | $7K | Hold |
35
| – | – | 0.01% | 627 |
|
|
2017
Q2 | $7K | Hold |
35
| – | – | 0.01% | 605 |
|
|
2017
Q1 | $7K | Hold |
35
| – | – | 0.01% | 559 |
|
|
2016
Q4 | $6K | Buy |
+35
| New | +$6K | 0.01% | 537 |
|