Souders Financial Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,887
| Closed | -$313K | – | 155 |
|
|
2023
Q3 | $313K | Sell |
4,887
-5,575
| -53% | -$357K | 0.06% | 138 |
|
|
2023
Q2 | $802K | Sell |
10,462
-3,126
| -23% | -$240K | 0.15% | 93 |
|
|
2023
Q1 | $1.16M | Sell |
13,588
-688
| -5% | -$58.8K | 0.25% | 77 |
|
|
2022
Q4 | $1.2M | Buy |
14,276
+2,798
| +24% | +$235K | 0.27% | 77 |
|
|
2022
Q3 | $879K | Buy |
11,478
+3,952
| +53% | +$303K | 0.24% | 81 |
|
|
2022
Q2 | $568K | Buy |
+7,526
| New | +$568K | 0.16% | 95 |
|