Capital Advisory Group Advisory Services’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 | $1.43M | Buy |
2,017
+24
| +1% | +$17K | 0.51% | 58 |
|
|
2025
Q1 | $1.09M | Sell |
1,993
-13
| -0.6% | -$7.1K | 0.42% | 67 |
|
|
2024
Q4 | $1.15M | Sell |
2,006
-7
| -0.3% | -$4.01K | 0.41% | 66 |
|
|
2024
Q3 | $997K | Buy |
2,013
+10
| +0.5% | +$4.95K | 0.4% | 66 |
|
|
2024
Q2 | $906K | Buy |
2,003
+334
| +20% | +$151K | 0.39% | 63 |
|
|
2024
Q1 | $697K | Buy |
1,669
+497
| +42% | +$208K | 0.33% | 71 |
|
|
2023
Q4 | $452K | Sell |
1,172
-8
| -0.7% | -$3.09K | 0.24% | 85 |
|
|
2023
Q3 | $382K | Buy |
+1,180
| New | +$382K | 0.22% | 99 |
|
|
2023
Q2 | – | Sell |
-1,367
| Closed | -$447K | – | 107 |
|
|
2023
Q1 | $447K | Buy |
1,367
+107
| +8% | +$35K | 0.27% | 87 |
|
|
2022
Q4 | $433K | Buy |
1,260
+24
| +2% | +$8.24K | 0.29% | 81 |
|
|
2022
Q3 | $362K | Buy |
1,236
+118
| +11% | +$34.6K | 0.25% | 90 |
|
|
2022
Q2 | $341K | Sell |
1,118
-42
| -4% | -$12.8K | 0.2% | 100 |
|
|
2022
Q1 | $383K | Buy |
1,160
+121
| +12% | +$40K | 0.18% | 108 |
|
|
2021
Q4 | $397K | Buy |
1,039
+426
| +69% | +$163K | 0.17% | 112 |
|
|
2021
Q3 | $232K | Buy |
613
+21
| +4% | +$7.95K | 0.08% | 180 |
|
|
2021
Q2 | $225K | Hold |
592
| – | – | 0.08% | 190 |
|
|
2021
Q1 | $194K | Buy |
592
+190
| +47% | +$62.3K | 0.08% | 186 |
|
|
2020
Q4 | $106K | Buy |
402
+25
| +7% | +$6.59K | 0.04% | 206 |
|
|
2020
Q3 | $76K | Hold |
377
| – | – | 0.04% | 188 |
|
|
2020
Q2 | $75K | Buy |
377
+364
| +2,800% | +$72.4K | 0.04% | 184 |
|
|
2020
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 377 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | -$3K | – | 287 |
|
|
2019
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 368 |
|
|
2019
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 359 |
|
|
2019
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 376 |
|
|
2018
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 349 |
|
|
2018
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 314 |
|
|
2018
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 301 |
|
|
2018
Q1 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 299 |
|