Capital Advisors Ltd’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 | $246K | Sell |
347
-12
| -3% | -$8.51K | 0.03% | 249 |
|
2025
Q1 | $196K | Buy |
359
+6
| +2% | +$3.28K | 0.03% | 273 |
|
2024
Q4 | $202K | Buy |
353
+2
| +0.6% | +$1.14K | 0.03% | 264 |
|
2024
Q3 | $174K | Buy |
351
+10
| +3% | +$4.96K | 0.02% | 286 |
|
2024
Q2 | $154K | Buy |
341
+32
| +10% | +$14.5K | 0.02% | 295 |
|
2024
Q1 | $129K | Buy |
309
+15
| +5% | +$6.26K | 0.02% | 321 |
|
2023
Q4 | $113K | Buy |
294
+20
| +7% | +$7.69K | 0.02% | 321 |
|
2023
Q3 | $89K | Hold |
274
| – | – | 0.01% | 340 |
|
2023
Q2 | $88K | Buy |
274
+149
| +119% | +$47.9K | 0.01% | 352 |
|
2023
Q1 | $41K | Sell |
125
-180
| -59% | -$59K | 0.01% | 392 |
|
2022
Q4 | $48K | Buy |
305
+194
| +175% | +$30.5K | 0.01% | 376 |
|
2022
Q3 | $33K | Buy |
111
+37
| +50% | +$11K | 0.01% | 404 |
|
2022
Q2 | $22K | Buy |
74
+21
| +40% | +$6.24K | ﹤0.01% | 425 |
|
2022
Q1 | $17K | Sell |
53
-4
| -7% | -$1.28K | ﹤0.01% | 461 |
|
2021
Q4 | $22K | Buy |
+57
| New | +$22K | ﹤0.01% | 427 |
|