SOA Wealth Advisors’s General Dynamics GD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.1K | Hold |
38
| – | – | ﹤0.01% | 585 |
|
2025
Q1 | $10.4K | Hold |
38
| – | – | ﹤0.01% | 555 |
|
2024
Q4 | $10K | Hold |
38
| – | – | ﹤0.01% | 544 |
|
2024
Q3 | $11.5K | Hold |
38
| – | – | ﹤0.01% | 523 |
|
2024
Q2 | $11K | Hold |
38
| – | – | ﹤0.01% | 524 |
|
2024
Q1 | $10.8K | Hold |
38
| – | – | ﹤0.01% | 529 |
|
2023
Q4 | $9.88K | Sell |
38
-5
| -12% | -$1.3K | ﹤0.01% | 524 |
|
2023
Q3 | $9.51K | Hold |
43
| – | – | ﹤0.01% | 529 |
|
2023
Q2 | $9.26K | Sell |
43
-50
| -54% | -$10.8K | ﹤0.01% | 540 |
|
2023
Q1 | $21.2K | Buy |
93
+50
| +116% | +$11.4K | 0.01% | 413 |
|
2022
Q4 | $10.7K | Hold |
43
| – | – | ﹤0.01% | 510 |
|
2022
Q3 | $9K | Hold |
43
| – | – | ﹤0.01% | 524 |
|
2022
Q2 | $9K | Sell |
43
-50
| -54% | -$10.5K | ﹤0.01% | 508 |
|
2022
Q1 | $22K | Hold |
93
| – | – | 0.01% | 451 |
|
2021
Q4 | $19K | Buy |
93
+37
| +66% | +$7.56K | ﹤0.01% | 454 |
|
2021
Q3 | $10K | Buy |
56
+41
| +273% | +$7.32K | ﹤0.01% | 587 |
|
2021
Q2 | $2K | Buy |
15
+3
| +25% | +$400 | ﹤0.01% | 766 |
|
2021
Q1 | $2K | Buy |
12
+1
| +9% | +$167 | ﹤0.01% | 710 |
|
2020
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 739 |
|