Summit Financial’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
$1.59M Buy
5,460
+1,443
+36% +$421K 0.04% 329
2025
Q1
$1.09M Sell
4,017
-1,699
-30% -$463K 0.03% 359
2024
Q4
$1.51M Buy
5,716
+2,138
+60% +$563K 0.05% 251
2024
Q3
$1.08M Sell
3,578
-9
-0.3% -$2.72K 0.04% 245
2024
Q2
$1.04M Buy
3,587
+829
+30% +$241K 0.05% 220
2024
Q1
$779K Buy
2,758
+214
+8% +$60.5K 0.05% 217
2023
Q4
$661K Buy
2,544
+77
+3% +$20K 0.04% 218
2023
Q3
$545K Sell
2,467
-82
-3% -$18.1K 0.04% 226
2023
Q2
$548K Buy
2,549
+1,198
+89% +$258K 0.04% 216
2023
Q1
$308K Buy
+1,351
New +$308K 0.03% 207