SPIA
Steward Partners Investment Advisory’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8M | Sell |
575,687
-524
| -0.1% | -$27.1K | 0.23% | 87 |
|
|
2025
Q1 | $34.5M | Sell |
576,211
-2,227
| -0.4% | -$133K | 0.3% | 65 |
|
|
2024
Q4 | $36.9M | Sell |
578,438
-618
| -0.1% | -$39.4K | 0.33% | 62 |
|
|
2024
Q3 | $42.8M | Buy |
579,056
+4,265
| +0.7% | +$315K | 0.4% | 48 |
|
|
2024
Q2 | $36.4M | Sell |
574,791
-658
| -0.1% | -$41.6K | 0.38% | 51 |
|
|
2024
Q1 | $40.3M | Buy |
575,449
+2,889
| +0.5% | +$202K | 0.44% | 44 |
|
|
2023
Q4 | $37.3M | Sell |
572,560
-3,650
| -0.6% | -$238K | 0.5% | 35 |
|
|
2023
Q3 | $36.9M | Sell |
576,210
-84,481
| -13% | -$5.41M | 0.57% | 31 |
|
|
2023
Q2 | $50.7M | Buy |
660,691
+4,729
| +0.7% | +$363K | 0.76% | 19 |
|
|
2023
Q1 | $56.1M | Sell |
655,962
-16,512
| -2% | -$1.41M | 0.9% | 15 |
|
|
2022
Q4 | $56.4M | Buy |
672,474
+46,990
| +8% | +$3.94M | 0.96% | 14 |
|
|
2022
Q3 | $47.9M | Buy |
625,484
+53,595
| +9% | +$4.11M | 0.9% | 14 |
|
|
2022
Q2 | $43.1M | Sell |
571,889
-127,914
| -18% | -$9.65M | 0.79% | 16 |
|
|
2022
Q1 | $47.4M | Sell |
699,803
-3,193
| -0.5% | -$216K | 0.73% | 18 |
|
|
2021
Q4 | $47.4M | Sell |
702,996
-3,457
| -0.5% | -$233K | 0.72% | 19 |
|
|
2021
Q3 | $42.3M | Buy |
706,453
+797
| +0.1% | +$47.7K | 0.73% | 17 |
|
|
2021
Q2 | $43M | Sell |
705,656
-3,436
| -0.5% | -$209K | 0.73% | 16 |
|
|
2021
Q1 | $43.5M | Buy |
709,092
+3,458
| +0.5% | +$212K | 0.76% | 15 |
|
|
2020
Q4 | $41.5M | Sell |
705,634
-117
| -0% | -$6.88K | 0.9% | 13 |
|
|
2020
Q3 | $43.5M | Buy |
705,751
+164
| +0% | +$10.1K | 1.1% | 10 |
|
|
2020
Q2 | $43.5M | Buy |
705,587
+1,514
| +0.2% | +$93.3K | 1.24% | 7 |
|
|
2020
Q1 | $37.2M | Sell |
704,073
-4,272
| -0.6% | -$225K | 1.36% | 7 |
|
|
2019
Q4 | $37.9M | Sell |
708,345
-1,974
| -0.3% | -$106K | 1.12% | 10 |
|
|
2019
Q3 | $39.2M | Sell |
710,319
-1,683
| -0.2% | -$92.8K | 1.32% | 8 |
|
|
2019
Q2 | $37.4M | Sell |
712,002
-1,329
| -0.2% | -$69.8K | 1.37% | 7 |
|
|
2019
Q1 | $36.9M | Sell |
713,331
-15,536
| -2% | -$804K | 1.56% | 5 |
|
|
2018
Q4 | $28.4M | Buy |
728,867
+685,139
| +1,567% | +$26.7M | 1.38% | 7 |
|
|
2018
Q3 | $1.88M | Buy |
43,728
+10,747
| +33% | +$461K | 0.09% | 230 |
|
|
2018
Q2 | $1.46M | Buy |
32,981
+12,576
| +62% | +$557K | 0.09% | 233 |
|
|
2018
Q1 | $919K | Sell |
20,405
-5,032
| -20% | -$227K | 0.06% | 279 |
|
|
2017
Q4 | $1.51M | Buy |
25,437
+1,802
| +8% | +$107K | 0.12% | 191 |
|
|
2017
Q3 | $1.22M | Sell |
23,635
-17,147
| -42% | -$887K | 0.12% | 165 |
|
|
2017
Q2 | $2.26M | Buy |
40,782
+28,854
| +242% | +$1.6M | 0.25% | 100 |
|
|
2017
Q1 | $703K | Buy |
11,928
+4,275
| +56% | +$252K | 0.11% | 168 |
|
|
2016
Q4 | $472K | Buy |
+7,653
| New | +$472K | 0.22% | 109 |
|