CFG
Cooper Financial Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
3,530
-313
| -8% | -$222K | 0.29% | 59 |
|
|
2025
Q1 | $2.1M | Buy |
3,843
+321
| +9% | +$175K | 0.28% | 70 |
|
|
2024
Q4 | $2.02M | Buy |
3,522
+310
| +10% | +$177K | 0.24% | 77 |
|
|
2024
Q3 | $1.59M | Buy |
3,212
+251
| +8% | +$124K | 0.21% | 85 |
|
|
2024
Q2 | $1.34M | Buy |
2,961
+364
| +14% | +$165K | 0.2% | 94 |
|
|
2024
Q1 | $1.08M | Buy |
2,597
+208
| +9% | +$86.9K | 0.18% | 111 |
|
|
2023
Q4 | $922K | Buy |
2,389
+617
| +35% | +$238K | 0.17% | 119 |
|
|
2023
Q3 | $573K | Sell |
1,772
-71
| -4% | -$23K | 0.14% | 169 |
|
|
2023
Q2 | $595K | Buy |
1,843
+205
| +13% | +$66.1K | 0.15% | 161 |
|
|
2023
Q1 | $536K | Buy |
1,638
+141
| +9% | +$46.1K | 0.14% | 161 |
|
|
2022
Q4 | $514K | Buy |
1,497
+347
| +30% | +$119K | 0.16% | 144 |
|
|
2022
Q3 | $337K | Buy |
1,150
+197
| +21% | +$57.7K | 0.12% | 168 |
|
|
2022
Q2 | $283K | Buy |
953
+235
| +33% | +$69.8K | 0.1% | 191 |
|
|
2022
Q1 | $237K | Buy |
718
+23
| +3% | +$7.59K | 0.09% | 212 |
|
|
2021
Q4 | $266K | Buy |
695
+13
| +2% | +$4.98K | 0.1% | 188 |
|
|
2021
Q3 | $258K | Buy |
682
+81
| +13% | +$30.6K | 0.05% | 205 |
|
|
2021
Q2 | $228K | Sell |
601
-42
| -7% | -$15.9K | 0.05% | 227 |
|
|
2021
Q1 | $210K | Sell |
643
-385
| -37% | -$126K | 0.05% | 231 |
|
|
2020
Q4 | $271K | Buy |
+1,028
| New | +$271K | 0.06% | 228 |
|