Cohen Investment Advisors’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
$6.04M Buy
8,530
+171
+2% +$121K 3.15% 7
2025
Q1
$4.57M Buy
8,359
+50
+0.6% +$27.3K 2.65% 9
2024
Q4
$4.76M Sell
8,309
-17
-0.2% -$9.74K 2.87% 9
2024
Q3
$4.12M Buy
8,326
+608
+8% +$301K 2.52% 9
2024
Q2
$2.5M Sell
7,718
-414
-5% -$134K 2.01% 19
2024
Q1
$3.4M Buy
8,132
+289
+4% +$121K 2.2% 13
2023
Q4
$3.03M Buy
7,843
+125
+2% +$48.2K 2.23% 13
2023
Q3
$2.5M Sell
7,718
-96
-1% -$31.1K 2.01% 19
2023
Q2
$2.52M Buy
7,814
+187
+2% +$60.3K 2.03% 18
2023
Q1
$2.49M Sell
7,627
-214
-3% -$70K 1.97% 19
2022
Q4
$2.69M Sell
7,841
-31
-0.4% -$10.6K 2.24% 15
2022
Q3
$2.31M Sell
7,872
-8
-0.1% -$2.35K 2.12% 16
2022
Q2
$2.34M Buy
7,880
+54
+0.7% +$16K 2% 19
2022
Q1
$2.58M Buy
7,826
+13
+0.2% +$4.29K 1.92% 20
2021
Q4
$2.99M Sell
7,813
-55
-0.7% -$21K 2.13% 16
2021
Q3
$2.98M Sell
7,868
-222
-3% -$83.9K 2.28% 11
2021
Q2
$3.07M Sell
8,090
-750
-8% -$285K 2.39% 13
2021
Q1
$2.82M Buy
8,840
+704
+9% +$225K 2.29% 14
2020
Q4
$2.15M Buy
+8,136
New +$2.15M 1.94% 22