Copley Financial 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
$701K Sell
990
-185
-16% -$131K 0.52% 29
2025
Q1
$642K Sell
1,175
-24
-2% -$13.1K 0.49% 37
2024
Q4
$687K Sell
1,199
-84
-7% -$48.1K 0.53% 31
2024
Q3
$635K Buy
+1,283
New +$635K 0.58% 35