Coordinated Financial 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
$381K Sell
538
-163
-23% -$115K 0.26% 106
2025
Q1
$383K Buy
701
+192
+38% +$105K 0.29% 97
2024
Q4
$291K Buy
+509
New +$291K 0.23% 115
2024
Q2
$221K Buy
+489
New +$221K 0.19% 122