Chicago Partners Investment Group’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 | $2.34M | Buy |
3,264
+473
| +17% | +$339K | 0.07% | 233 |
|
|
2025
Q1 | $1.54M | Buy |
2,791
+598
| +27% | +$330K | 0.05% | 276 |
|
|
2024
Q4 | $1.27M | Buy |
2,193
+981
| +81% | +$569K | 0.04% | 302 |
|
|
2024
Q3 | $627K | Buy |
1,212
+53
| +5% | +$27.4K | 0.02% | 433 |
|
|
2024
Q2 | $586K | Sell |
1,159
-12
| -1% | -$6.07K | 0.02% | 429 |
|
|
2024
Q1 | $497K | Buy |
1,171
+50
| +4% | +$21.2K | 0.02% | 451 |
|
|
2023
Q4 | $425K | Sell |
1,121
-30
| -3% | -$11.4K | 0.02% | 463 |
|
|
2023
Q3 | $344K | Buy |
1,151
+73
| +7% | +$21.8K | 0.02% | 482 |
|
|
2023
Q2 | $379K | Sell |
1,078
-83
| -7% | -$29.1K | 0.02% | 479 |
|
|
2023
Q1 | $399K | Buy |
1,161
+29
| +3% | +$9.97K | 0.02% | 439 |
|
|
2022
Q4 | $424K | Buy |
1,132
+9
| +0.8% | +$3.37K | 0.03% | 414 |
|
|
2022
Q3 | $407K | Buy |
1,123
+59
| +6% | +$21.4K | 0.03% | 379 |
|
|
2022
Q2 | $355K | Sell |
1,064
-695
| -40% | -$232K | 0.03% | 406 |
|
|
2022
Q1 | $539K | Buy |
1,759
+691
| +65% | +$212K | 0.04% | 303 |
|
|
2021
Q4 | $385K | Sell |
1,068
-903
| -46% | -$326K | 0.03% | 388 |
|
|
2021
Q3 | $793K | Buy |
1,971
+358
| +22% | +$144K | 0.06% | 261 |
|
|
2021
Q2 | $606K | Buy |
1,613
+825
| +105% | +$310K | 0.05% | 295 |
|
|
2021
Q1 | $271K | Buy |
+788
| New | +$271K | 0.02% | 424 |
|
|
2020
Q1 | – | Sell |
-1,194
| Closed | -$298K | – | 371 |
|
|
2019
Q4 | $298K | Buy |
1,194
+45
| +4% | +$11.2K | 0.04% | 285 |
|
|
2019
Q3 | $242K | Buy |
1,149
+46
| +4% | +$9.69K | 0.03% | 294 |
|
|
2019
Q2 | $236K | Buy |
1,103
+13
| +1% | +$2.78K | 0.03% | 289 |
|
|
2019
Q1 | $225K | Buy |
+1,090
| New | +$225K | 0.03% | 276 |
|
|
2018
Q4 | – | Sell |
-1,081
| Closed | -$232K | – | 564 |
|
|
2018
Q3 | $232K | Buy |
1,081
+12
| +1% | +$2.58K | 0.03% | 276 |
|
|
2018
Q2 | $236K | Buy |
1,069
+7
| +0.7% | +$1.55K | 0.04% | 249 |
|
|
2018
Q1 | $267K | Hold |
1,062
| – | – | 0.05% | 221 |
|
|
2017
Q4 | $271K | Buy |
1,062
+3
| +0.3% | +$766 | 0.04% | 228 |
|
|
2017
Q3 | $251K | Buy |
+1,059
| New | +$251K | 0.04% | 231 |
|
|
2017
Q2 | – | Sell |
-1,052
| Closed | -$242K | – | 706 |
|
|
2017
Q1 | $242K | Buy |
1,052
+3
| +0.3% | +$690 | 0.07% | 174 |
|
|
2016
Q4 | $251K | Buy |
1,049
+3
| +0.3% | +$718 | 0.09% | 153 |
|
|
2016
Q3 | $169K | Buy |
1,046
+4
| +0.4% | +$646 | 0.07% | 187 |
|
|
2016
Q2 | $155K | Buy |
1,042
+5
| +0.5% | +$744 | 0.07% | 155 |
|
|
2016
Q1 | $163K | Sell |
1,037
-59
| -5% | -$9.27K | 0.08% | 147 |
|
|
2015
Q4 | $198K | Buy |
1,096
+67
| +7% | +$12.1K | 0.09% | 154 |
|
|
2015
Q3 | $179K | Buy |
1,029
+3
| +0.3% | +$522 | 0.1% | 137 |
|
|
2015
Q2 | $214K | Buy |
1,026
+35
| +4% | +$7.3K | 0.1% | 130 |
|
|
2015
Q1 | $192K | Sell |
991
-58
| -6% | -$11.2K | 0.08% | 134 |
|
|
2014
Q4 | $203K | Buy |
+1,049
| New | +$203K | 0.09% | 119 |
|