Allworth Financial’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 | $3.74M | Buy |
5,284
+467
| +10% | +$330K | 0.02% | 356 |
|
|
2025
Q1 | $2.63M | Sell |
4,817
-528
| -10% | -$288K | 0.01% | 348 |
|
|
2024
Q4 | $3.38M | Buy |
5,345
+579
| +12% | +$366K | 0.02% | 314 |
|
|
2024
Q3 | $2.36M | Sell |
4,766
-1,064
| -18% | -$527K | 0.01% | 310 |
|
|
2024
Q2 | $2.83M | Sell |
5,830
-1,558
| -21% | -$755K | 0.02% | 274 |
|
|
2024
Q1 | $3.09M | Buy |
7,388
+648
| +10% | +$271K | 0.02% | 247 |
|
|
2023
Q4 | $2.6M | Sell |
6,740
-97
| -1% | -$37.4K | 0.02% | 268 |
|
|
2023
Q3 | $2.21M | Buy |
6,837
+599
| +10% | +$194K | 0.02% | 264 |
|
|
2023
Q2 | $2.01M | Buy |
6,238
+1,949
| +45% | +$629K | 0.02% | 279 |
|
|
2023
Q1 | $1.4M | Sell |
4,289
-122
| -3% | -$39.9K | 0.01% | 312 |
|
|
2022
Q4 | $1.51M | Sell |
4,411
-787
| -15% | -$270K | 0.02% | 290 |
|
|
2022
Q3 | $1.52M | Buy |
5,198
+533
| +11% | +$156K | 0.02% | 259 |
|
|
2022
Q2 | $1.39M | Sell |
4,665
-433
| -8% | -$129K | 0.02% | 259 |
|
|
2022
Q1 | $1.68M | Buy |
5,098
+1,130
| +28% | +$373K | 0.02% | 239 |
|
|
2021
Q4 | $1.52M | Buy |
3,968
+730
| +23% | +$279K | 0.02% | 230 |
|
|
2021
Q3 | $1.22M | Sell |
3,238
-63
| -2% | -$23.8K | 0.02% | 216 |
|
|
2021
Q2 | $1.25M | Buy |
3,301
+26
| +0.8% | +$9.87K | 0.02% | 169 |
|
|
2021
Q1 | $1.07M | Buy |
3,275
+3,050
| +1,356% | +$997K | 0.02% | 160 |
|
|
2020
Q4 | $59K | Buy |
225
+112
| +99% | +$29.4K | ﹤0.01% | 445 |
|
|
2020
Q3 | $23K | Hold |
113
| – | – | ﹤0.01% | 548 |
|
|
2020
Q2 | $22K | Sell |
113
-74
| -40% | -$14.4K | ﹤0.01% | 570 |
|
|
2020
Q1 | $29K | Buy |
187
+76
| +68% | +$11.8K | ﹤0.01% | 497 |
|
|
2019
Q4 | $26K | Sell |
111
-107
| -49% | -$25.1K | ﹤0.01% | 475 |
|
|
2019
Q3 | $45K | Buy |
218
+1
| +0.5% | +$206 | ﹤0.01% | 343 |
|
|
2019
Q2 | $44K | Hold |
217
| – | – | ﹤0.01% | 342 |
|
|
2019
Q1 | $42K | Buy |
217
+1
| +0.5% | +$194 | ﹤0.01% | 342 |
|
|
2018
Q4 | $36K | Buy |
216
+4
| +2% | +$667 | ﹤0.01% | 328 |
|
|
2018
Q3 | $47K | Buy |
212
+1
| +0.5% | +$222 | ﹤0.01% | 303 |
|
|
2018
Q2 | $47K | Buy |
211
+100
| +90% | +$22.3K | ﹤0.01% | 289 |
|
|
2018
Q1 | $28K | Sell |
111
-1
| -0.9% | -$252 | ﹤0.01% | 323 |
|
|
2017
Q4 | $29K | Buy |
112
+3
| +3% | +$777 | ﹤0.01% | 314 |
|
|
2017
Q3 | $26K | Hold |
109
| – | – | ﹤0.01% | 323 |
|
|
2017
Q2 | $24K | Buy |
109
+1
| +0.9% | +$220 | ﹤0.01% | 343 |
|
|
2017
Q1 | $25K | Sell |
108
-400
| -79% | -$92.6K | ﹤0.01% | 325 |
|
|
2016
Q4 | $122K | Hold |
508
| – | – | 0.01% | 141 |
|
|
2016
Q3 | $82K | Buy |
508
+1
| +0.2% | +$161 | 0.01% | 164 |
|
|
2016
Q2 | $75K | Hold |
507
| – | – | 0.01% | 171 |
|
|
2016
Q1 | $80K | Buy |
507
+1
| +0.2% | +$158 | 0.01% | 169 |
|
|
2015
Q4 | $91K | Hold |
506
| – | – | 0.02% | 155 |
|
|
2015
Q3 | $88K | Hold |
506
| – | – | 0.03% | 147 |
|
|
2015
Q2 | $106K | Buy |
506
+1
| +0.2% | +$209 | 0.04% | 134 |
|
|
2015
Q1 | $95K | Buy |
+505
| New | +$95K | 0.04% | 149 |
|