United Capital Financial Advisors’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 | $22.8M | Sell |
78,158
-1,050
| -1% | -$306K | 0.18% | 105 |
|
|
2025
Q1 | $21.6M | Sell |
79,208
-17,013
| -18% | -$4.64M | 0.18% | 106 |
|
|
2024
Q4 | $25.4M | Sell |
96,221
-7,915
| -8% | -$2.09M | 0.21% | 96 |
|
|
2024
Q3 | $31.5M | Sell |
104,136
-4,307
| -4% | -$1.3M | 0.26% | 82 |
|
|
2024
Q2 | $31.5M | Sell |
108,443
-7,074
| -6% | -$2.05M | 0.27% | 76 |
|
|
2024
Q1 | $32.6M | Sell |
115,517
-8,789
| -7% | -$2.48M | 0.27% | 81 |
|
|
2023
Q4 | $32.3M | Sell |
124,306
-75,104
| -38% | -$19.5M | 0.27% | 84 |
|
|
2023
Q3 | $44.1M | Sell |
199,410
-26,126
| -12% | -$5.77M | 0.29% | 73 |
|
|
2023
Q2 | $48.5M | Buy |
225,536
+2,705
| +1% | +$582K | 0.26% | 76 |
|
|
2023
Q1 | $50.9M | Sell |
222,831
-4,520
| -2% | -$1.03M | 0.28% | 73 |
|
|
2022
Q4 | $56.4M | Sell |
227,351
-11,747
| -5% | -$2.91M | 0.32% | 70 |
|
|
2022
Q3 | $50.7M | Sell |
239,098
-5,660
| -2% | -$1.2M | 0.3% | 71 |
|
|
2022
Q2 | $54.2M | Sell |
244,758
-18,449
| -7% | -$4.08M | 0.3% | 74 |
|
|
2022
Q1 | $63.5M | Sell |
263,207
-15,841
| -6% | -$3.82M | 0.31% | 69 |
|
|
2021
Q4 | $58.2M | Buy |
279,048
+4,687
| +2% | +$977K | 0.27% | 76 |
|
|
2021
Q3 | $53.8M | Buy |
274,361
+1,384
| +0.5% | +$271K | 0.27% | 75 |
|
|
2021
Q2 | $51.4M | Buy |
272,977
+4,464
| +2% | +$840K | 0.26% | 77 |
|
|
2021
Q1 | $48.8M | Buy |
268,513
+17,580
| +7% | +$3.19M | 0.27% | 81 |
|
|
2020
Q4 | $37.3M | Buy |
250,933
+4,151
| +2% | +$618K | 0.23% | 99 |
|
|
2020
Q3 | $34.2M | Buy |
246,782
+15,668
| +7% | +$2.17M | 0.22% | 103 |
|
|
2020
Q2 | $34.5M | Buy |
231,114
+43,058
| +23% | +$6.44M | 0.25% | 95 |
|
|
2020
Q1 | $24.9M | Buy |
188,056
+178,262
| +1,820% | +$23.6M | 0.21% | 105 |
|
|
2019
Q4 | $1.73M | Buy |
9,794
+1,681
| +21% | +$296K | 0.01% | 628 |
|
|
2019
Q3 | $1.48M | Sell |
8,113
-3,957
| -33% | -$723K | 0.01% | 640 |
|
|
2019
Q2 | $2.2M | Buy |
12,070
+403
| +3% | +$73.3K | 0.01% | 589 |
|
|
2019
Q1 | $1.98M | Sell |
11,667
-1,359
| -10% | -$230K | 0.01% | 587 |
|
|
2018
Q4 | $2.05M | Sell |
13,026
-3,136
| -19% | -$493K | 0.02% | 555 |
|
|
2018
Q3 | $3.31M | Sell |
16,162
-618
| -4% | -$127K | 0.02% | 502 |
|
|
2018
Q2 | $3.13M | Sell |
16,780
-904
| -5% | -$169K | 0.02% | 503 |
|
|
2018
Q1 | $3.91M | Sell |
17,684
-642
| -4% | -$142K | 0.03% | 453 |
|
|
2017
Q4 | $3.73M | Buy |
18,326
+3
| +0% | +$610 | 0.03% | 461 |
|
|
2017
Q3 | $3.77M | Sell |
18,323
-1,383
| -7% | -$284K | 0.03% | 441 |
|
|
2017
Q2 | $3.9M | Sell |
19,706
-3,407
| -15% | -$675K | 0.04% | 428 |
|
|
2017
Q1 | $4.33M | Sell |
23,113
-4,690
| -17% | -$878K | 0.04% | 391 |
|
|
2016
Q4 | $4.8M | Sell |
27,803
-519
| -2% | -$89.6K | 0.05% | 377 |
|
|
2016
Q3 | $4.39M | Buy |
28,322
+3,044
| +12% | +$472K | 0.04% | 408 |
|
|
2016
Q2 | $3.51M | Buy |
25,278
+6,687
| +36% | +$930K | 0.04% | 436 |
|
|
2016
Q1 | $2.44M | Sell |
18,591
-1,539
| -8% | -$202K | 0.03% | 487 |
|
|
2015
Q4 | $2.77M | Sell |
20,130
-23,907
| -54% | -$3.28M | 0.03% | 477 |
|
|
2015
Q3 | $6.08M | Sell |
44,037
-2,671
| -6% | -$368K | 0.07% | 280 |
|
|
2015
Q2 | $6.62M | Buy |
46,708
+9,403
| +25% | +$1.33M | 0.08% | 292 |
|
|
2015
Q1 | $5.12M | Buy |
37,305
+27,893
| +296% | +$3.83M | 0.06% | 327 |
|
|
2014
Q4 | $1.3M | Buy |
9,412
+565
| +6% | +$77.7K | 0.02% | 585 |
|
|
2014
Q3 | $1.12M | Buy |
+8,847
| New | +$1.12M | 0.02% | 579 |
|
|
2014
Q2 | – | Sell |
-7,679
| Closed | -$836K | – | 851 |
|
|
2014
Q1 | $836K | Buy |
+7,679
| New | +$836K | 0.02% | 519 |
|
|
2013
Q4 | – | Sell |
-6,270
| Closed | -$549K | – | 689 |
|
|
2013
Q3 | $549K | Sell |
6,270
-600
| -9% | -$52.5K | 0.02% | 424 |
|
|
2013
Q2 | $538K | Buy |
+6,870
| New | +$538K | 0.01% | 495 |
|