Capital Advisors Inc’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Buy
2025
Q2
$320K Sell
2025
Q1
$299K Buy
2024
Q4
$293K Buy
2024
Q3
$200K Sell
2024
Q2
$533K Buy
2024
Q1
$212K Sell
2023
Q4
$13.3M Buy