Affinity Investment Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Hold |
2,506
| – | – | 1.34% | 18 |
|
|
2025
Q1 | $1.37M | Sell |
2,506
-211
| -8% | -$115K | 1.12% | 28 |
|
|
2024
Q4 | $1.56M | Sell |
2,717
-1,275
| -32% | -$730K | 1.3% | 19 |
|
|
2024
Q3 | $1.98M | Sell |
3,992
-249
| -6% | -$123K | 1.36% | 19 |
|
|
2024
Q2 | $1.92M | Buy |
4,241
+8
| +0.2% | +$3.62K | 1.44% | 19 |
|
|
2024
Q1 | $1.77M | Buy |
4,233
+421
| +11% | +$176K | 1.29% | 23 |
|
|
2023
Q4 | $1.47M | Hold |
3,812
| – | – | 1% | 30 |
|
|
2023
Q3 | $1.23M | Sell |
3,812
-4
| -0.1% | -$1.29K | 0.8% | 36 |
|
|
2023
Q2 | $1.23M | Buy |
3,816
+5
| +0.1% | +$1.61K | 0.71% | 44 |
|
|
2023
Q1 | $1.25M | Sell |
3,811
-1,423
| -27% | -$465K | 0.67% | 44 |
|
|
2022
Q4 | $1.8M | Sell |
5,234
-812
| -13% | -$279K | 0.83% | 38 |
|
|
2022
Q3 | $1.77M | Buy |
6,046
+5
| +0.1% | +$1.47K | 0.92% | 33 |
|
|
2022
Q2 | $1.79M | Buy |
6,041
+317
| +6% | +$94.1K | 0.88% | 35 |
|
|
2022
Q1 | $1.89M | Sell |
5,724
-70
| -1% | -$23.1K | 0.77% | 39 |
|
|
2021
Q4 | $2.22M | Hold |
5,794
| – | – | 0.89% | 32 |
|
|
2021
Q3 | $2.19M | Sell |
5,794
-600
| -9% | -$227K | 0.98% | 33 |
|
|
2021
Q2 | $2.43M | Sell |
6,394
-4,619
| -42% | -$1.75M | 1.1% | 25 |
|
|
2021
Q1 | $3.6M | Sell |
11,013
-112
| -1% | -$36.6K | 1.32% | 23 |
|
|
2020
Q4 | $2.93M | Hold |
11,125
| – | – | 1.18% | 28 |
|
|
2020
Q3 | $2.24M | Buy |
11,125
+1,760
| +19% | +$354K | 0.98% | 44 |
|
|
2020
Q2 | $1.85M | Buy |
+9,365
| New | +$1.85M | 0.88% | 44 |
|
|
2017
Q3 | – | Sell |
-67,013
| Closed | -$14.9M | – | 177 |
|
|
2017
Q2 | $14.9M | Sell |
67,013
-15,896
| -19% | -$3.53M | 1.77% | 10 |
|
|
2017
Q1 | $19M | Buy |
+82,909
| New | +$19M | 1.72% | 9 |
|
|
2016
Q1 | – | Sell |
-124,062
| Closed | -$22.4M | – | 162 |
|
|
2015
Q4 | $22.4M | Buy |
124,062
+1,335
| +1% | +$241K | 1.92% | 9 |
|
|
2015
Q3 | $21.3M | Buy |
122,727
+2,874
| +2% | +$499K | 1.94% | 8 |
|
|
2015
Q2 | $25M | Sell |
119,853
-11,053
| -8% | -$2.31M | 2% | 6 |
|
|
2015
Q1 | $24.6M | Buy |
130,906
+22,440
| +21% | +$4.22M | 1.77% | 13 |
|
|
2014
Q4 | $21M | Buy |
108,466
+5,429
| +5% | +$1.05M | 1.94% | 12 |
|
|
2014
Q3 | $18.9M | Buy |
+103,037
| New | +$18.9M | 1.92% | 8 |
|