BOK Financial Private Wealth’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 | $21.9K | Sell |
31
-72
| -70% | -$51K | ﹤0.01% | 313 |
|
2025
Q1 | $56.3K | Buy |
103
+46
| +81% | +$25.1K | ﹤0.01% | 248 |
|
2024
Q4 | $32.6K | Sell |
57
-13
| -19% | -$7.44K | ﹤0.01% | 293 |
|
2024
Q3 | $34.7K | Sell |
70
-116
| -62% | -$57.4K | ﹤0.01% | 298 |
|
2024
Q2 | $84.3K | Buy |
186
+165
| +786% | +$74.8K | 0.01% | 213 |
|
2024
Q1 | $8.86K | Sell |
21
-106
| -83% | -$44.7K | ﹤0.01% | 369 |
|
2023
Q4 | $49K | Buy |
127
+21
| +20% | +$8.11K | ﹤0.01% | 246 |
|
2023
Q3 | $34.3K | Hold |
106
| – | – | ﹤0.01% | 260 |
|
2023
Q2 | $34.2K | Buy |
106
+17
| +19% | +$5.48K | ﹤0.01% | 256 |
|
2023
Q1 | $29.1K | Buy |
89
+4
| +5% | +$1.31K | ﹤0.01% | 287 |
|
2022
Q4 | $29.2K | Hold |
85
| – | – | ﹤0.01% | 277 |
|
2022
Q3 | $25K | Hold |
85
| – | – | ﹤0.01% | 291 |
|
2022
Q2 | $25K | Sell |
85
-1,139
| -93% | -$335K | ﹤0.01% | 300 |
|
2022
Q1 | $404K | Buy |
1,224
+148
| +14% | +$48.9K | 0.03% | 191 |
|
2021
Q4 | $412K | Buy |
1,076
+177
| +20% | +$67.8K | 0.03% | 189 |
|
2021
Q3 | $340K | Buy |
899
+260
| +41% | +$98.3K | 0.03% | 181 |
|
2021
Q2 | $243K | Buy |
+639
| New | +$243K | 0.02% | 199 |
|