Steward Partners Investment Advisory’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 | $12.7M | Buy |
43,490
+5,862
| +16% | +$1.71M | 0.1% | 207 |
|
2025
Q1 | $10.3M | Sell |
37,628
-3,479
| -8% | -$948K | 0.09% | 220 |
|
2024
Q4 | $10.8M | Sell |
41,107
-5,516
| -12% | -$1.45M | 0.1% | 209 |
|
2024
Q3 | $14.1M | Buy |
46,623
+1,361
| +3% | +$411K | 0.13% | 166 |
|
2024
Q2 | $13.1M | Sell |
45,262
-1,906
| -4% | -$553K | 0.14% | 154 |
|
2024
Q1 | $13.3M | Buy |
47,168
+6,665
| +16% | +$1.88M | 0.15% | 152 |
|
2023
Q4 | $10.5M | Buy |
40,503
+5,032
| +14% | +$1.31M | 0.14% | 153 |
|
2023
Q3 | $7.84M | Sell |
35,471
-1,062
| -3% | -$235K | 0.12% | 179 |
|
2023
Q2 | $7.86M | Sell |
36,533
-2,460
| -6% | -$529K | 0.12% | 184 |
|
2023
Q1 | $8.9M | Sell |
38,993
-9,860
| -20% | -$2.25M | 0.14% | 165 |
|
2022
Q4 | $12.1M | Buy |
48,853
+283
| +0.6% | +$70.2K | 0.21% | 122 |
|
2022
Q3 | $10.3M | Sell |
48,570
-5,254
| -10% | -$1.11M | 0.19% | 125 |
|
2022
Q2 | $11.9M | Buy |
53,824
+10,980
| +26% | +$2.43M | 0.22% | 113 |
|
2022
Q1 | $10.3M | Buy |
42,844
+2,374
| +6% | +$573K | 0.16% | 147 |
|
2021
Q4 | $8.44M | Buy |
40,470
+5,266
| +15% | +$1.1M | 0.13% | 182 |
|
2021
Q3 | $6.9M | Buy |
35,204
+173
| +0.5% | +$33.9K | 0.12% | 195 |
|
2021
Q2 | $6.6M | Sell |
35,031
-3,605
| -9% | -$679K | 0.11% | 195 |
|
2021
Q1 | $7.01M | Buy |
38,636
+4,613
| +14% | +$838K | 0.12% | 176 |
|
2020
Q4 | $5.06M | Buy |
34,023
+1,728
| +5% | +$257K | 0.11% | 190 |
|
2020
Q3 | $4.47M | Buy |
32,295
+2,728
| +9% | +$378K | 0.11% | 192 |
|
2020
Q2 | $4.42M | Buy |
29,567
+8,320
| +39% | +$1.24M | 0.13% | 180 |
|
2020
Q1 | $2.81M | Buy |
21,247
+588
| +3% | +$77.8K | 0.1% | 211 |
|
2019
Q4 | $3.64M | Buy |
20,659
+32
| +0.2% | +$5.64K | 0.11% | 198 |
|
2019
Q3 | $3.77M | Buy |
20,627
+725
| +4% | +$132K | 0.13% | 174 |
|
2019
Q2 | $3.62M | Sell |
19,902
-28
| -0.1% | -$5.09K | 0.13% | 164 |
|
2019
Q1 | $3.37M | Sell |
19,930
-134
| -0.7% | -$22.7K | 0.14% | 152 |
|
2018
Q4 | $3.15M | Sell |
20,064
-241
| -1% | -$37.9K | 0.15% | 154 |
|
2018
Q3 | $4.16M | Buy |
20,305
+415
| +2% | +$85K | 0.2% | 122 |
|
2018
Q2 | $3.71M | Buy |
19,890
+773
| +4% | +$144K | 0.22% | 106 |
|
2018
Q1 | $4.22M | Sell |
19,117
-479
| -2% | -$106K | 0.29% | 84 |
|
2017
Q4 | $3.99M | Buy |
19,596
+701
| +4% | +$143K | 0.3% | 86 |
|
2017
Q3 | $3.88M | Buy |
18,895
+208
| +1% | +$42.8K | 0.4% | 65 |
|
2017
Q2 | $3.7M | Buy |
18,687
+1,377
| +8% | +$273K | 0.42% | 63 |
|
2017
Q1 | $3.24M | Buy |
17,310
+13,532
| +358% | +$2.53M | 0.49% | 53 |
|
2016
Q4 | $652K | Buy |
+3,778
| New | +$652K | 0.3% | 81 |
|