Sound Financial Strategies Group’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 | $877K | Buy |
3,006
+31
| +1% | +$9.04K | 0.74% | 27 |
|
|
2025
Q1 | $811K | Buy |
2,975
+26
| +0.9% | +$7.09K | 0.72% | 29 |
|
|
2024
Q4 | $777K | Buy |
2,949
+467
| +19% | +$123K | 0.65% | 56 |
|
|
2024
Q3 | $750K | Buy |
2,482
+66
| +3% | +$19.9K | 0.6% | 51 |
|
|
2024
Q2 | $701K | Buy |
+2,416
| New | +$701K | 0.61% | 36 |
|
|
2023
Q1 | – | Sell |
-4,194
| Closed | -$1.04M | – | 70 |
|
|
2022
Q4 | $1.04M | Buy |
+4,194
| New | +$1.04M | 0.76% | 33 |
|
|
2022
Q3 | – | Sell |
-5,086
| Closed | -$1.13M | – | 38 |
|
|
2022
Q2 | $1.13M | Sell |
5,086
-1,637
| -24% | -$362K | 0.88% | 14 |
|
|
2022
Q1 | $1.62M | Buy |
+6,723
| New | +$1.62M | 0.9% | 23 |
|