Capital Advisors Inc’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 | $320K | Sell |
452
-95
| -17% | -$67.2K | 0.01% | 250 |
|
|
2025
Q1 | $299K | Buy |
547
+35
| +7% | +$19.1K | 0.01% | 249 |
|
|
2024
Q4 | $293K | Buy |
512
+107
| +26% | +$61.3K | 0.01% | 252 |
|
|
2024
Q3 | $200K | Sell |
405
-773
| -66% | -$382K | ﹤0.01% | 287 |
|
|
2024
Q2 | $533K | Buy |
1,178
+671
| +132% | +$303K | 0.01% | 194 |
|
|
2024
Q1 | $212K | Sell |
507
-33,988
| -99% | -$14.2M | ﹤0.01% | 288 |
|
|
2023
Q4 | $13.3M | Buy |
+34,495
| New | +$13.3M | 0.3% | 86 |
|