Summit Financial Group’s General Dynamics GD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$1.49M	Hold	5,262	–	–	0.53%	55
2023 Q4	$1.37M	Sell	5,262 -50	-0.9%	-$13K	0.52%	55
2023 Q3	$1.17M	Hold	5,312	–	–	0.49%	60
2023 Q2	$1.14M	Hold	5,312	–	–	0.44%	67
2023 Q1	$1.2M	Sell	5,312 -20	-0.4%	-$4.53K	0.46%	63
2022 Q4	$1.32M	Hold	5,332	–	–	0.52%	53
2022 Q3	$1.13M	Hold	5,332	–	–	0.47%	59
2022 Q2	$1.18M	Hold	5,332	–	–	0.46%	62
2022 Q1	$1.29M	Buy	5,332 +190	+4%	+$45.8K	0.44%	65
2021 Q4	$1.07M	Hold	5,142	–	–	0.35%	78
2021 Q3	$1.01M	Hold	5,142	–	–	0.36%	74
2021 Q2	$968K	Hold	5,142	–	–	0.36%	77
2021 Q1	$934K	Sell	5,142 -100	-2%	-$18.2K	0.39%	71
2020 Q4	$780K	Hold	5,242	–	–	0.34%	73
2020 Q3	$726K	Hold	5,242	–	–	0.36%	72
2020 Q2	$783K	Hold	5,242	–	–	0.41%	66
2020 Q1	$694K	Sell	5,242 -26	-0.5%	-$3.44K	0.41%	61
2019 Q4	$929K	Hold	5,268	–	–	0.45%	57
2019 Q3	$963K	Sell	5,268 -80	-1%	-$14.6K	0.49%	54
2019 Q2	$972K	Sell	5,348 -72	-1%	-$13.1K	0.44%	63
2019 Q1	$917K	Sell	5,420 -50	-0.9%	-$8.46K	0.72%	45
2018 Q4	$860K	Hold	5,470	–	–	0.73%	47
2018 Q3	$1.12M	Hold	5,470	–	–	0.83%	42
2018 Q2	$1.02M	Sell	5,470 -2,000	-27%	-$373K	0.79%	45
2018 Q1	$1.65M	Sell	7,470 -50	-0.7%	-$11K	1.29%	21
2017 Q4	$1.53M	Hold	7,520	–	–	1.25%	24
2017 Q3	$1.55M	Buy	7,520 +22	+0.3%	+$4.52K	1.29%	21
2017 Q2	$1.49M	Buy	+7,498	New	+$1.49M	1.29%	20