Beacon Financial Group’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
$398K Buy
562
+79
+16% +$55.9K 0.04% 248
2025
Q1
$264K Buy
483
+11
+2% +$6.01K 0.03% 296
2024
Q4
$270K Sell
472
-17
-3% -$9.74K 0.03% 296
2024
Q3
$242K Buy
+489
New +$242K 0.03% 298