D.L. Carlson 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 | $2.54M | Sell |
3,587
-72
| -2% | -$51K | 0.46% | 59 |
|
|
2025
Q1 | $2M | Sell |
3,659
-1,393
| -28% | -$761K | 0.38% | 76 |
|
|
2024
Q4 | $2.89M | Sell |
5,052
-93
| -2% | -$53.3K | 0.52% | 56 |
|
|
2024
Q3 | $2.55M | Sell |
5,145
-1
| -0% | -$495 | 0.46% | 66 |
|
|
2024
Q2 | $2.33M | Buy |
+5,146
| New | +$2.33M | 0.45% | 68 |
|
|
2020
Q3 | – | Sell |
-23,473
| Closed | -$4.64M | – | 147 |
|
|
2020
Q2 | $4.64M | Buy |
23,473
+3,859
| +20% | +$763K | 1.38% | 26 |
|
|
2020
Q1 | $3.03M | Buy |
19,614
+1,799
| +10% | +$278K | 1.15% | 27 |
|
|
2019
Q4 | $4.1M | Buy |
17,815
+339
| +2% | +$77.9K | 1.19% | 31 |
|
|
2019
Q3 | $3.62M | Buy |
17,476
+1,847
| +12% | +$383K | 1.14% | 32 |
|
|
2019
Q2 | $3.2M | Sell |
15,629
-1,765
| -10% | -$361K | 0.99% | 34 |
|
|
2019
Q1 | $3.34M | Buy |
17,394
+405
| +2% | +$77.8K | 0.98% | 40 |
|
|
2018
Q4 | $2.84M | Sell |
16,989
-2,876
| -14% | -$480K | 0.94% | 41 |
|
|
2018
Q3 | $4.46M | Buy |
19,865
+40
| +0.2% | +$8.97K | 1.26% | 29 |
|
|
2018
Q2 | $4.37M | Sell |
19,825
-26
| -0.1% | -$5.74K | 1.34% | 25 |
|
|
2018
Q1 | $5M | Buy |
19,851
+3,393
| +21% | +$855K | 1.57% | 20 |
|
|
2017
Q4 | $4.19M | Sell |
16,458
-36
| -0.2% | -$9.17K | 1.24% | 30 |
|
|
2017
Q3 | $3.91M | Sell |
16,494
-574
| -3% | -$136K | 1.21% | 33 |
|
|
2017
Q2 | $3.79M | Sell |
17,068
-3,378
| -17% | -$750K | 1.11% | 36 |
|
|
2017
Q1 | $4.7M | Sell |
20,446
-1,104
| -5% | -$254K | 1.59% | 15 |
|
|
2016
Q4 | $5.16M | Buy |
21,550
+192
| +0.9% | +$46K | 1.76% | 7 |
|
|
2016
Q3 | $3.44M | Buy |
21,358
+5,770
| +37% | +$930K | 1.2% | 31 |
|
|
2016
Q2 | $2.32M | Buy |
15,588
+3,915
| +34% | +$582K | 0.83% | 58 |
|
|
2016
Q1 | $1.83M | Buy |
11,673
+121
| +1% | +$19K | 0.68% | 62 |
|
|
2015
Q4 | $2.08M | Sell |
11,552
-141
| -1% | -$25.4K | 0.77% | 58 |
|
|
2015
Q3 | $2.03M | Sell |
11,693
-420
| -3% | -$73K | 0.82% | 52 |
|
|
2015
Q2 | $2.53M | Buy |
12,113
+245
| +2% | +$51.2K | 0.91% | 41 |
|
|
2015
Q1 | $2.23M | Sell |
11,868
-2,720
| -19% | -$511K | 0.79% | 57 |
|
|
2014
Q4 | $2.83M | Buy |
14,588
+140
| +1% | +$27.1K | 1.02% | 39 |
|
|
2014
Q3 | $2.65M | Buy |
14,448
+30
| +0.2% | +$5.51K | 0.99% | 39 |
|
|
2014
Q2 | $2.41M | Sell |
14,418
-240
| -2% | -$40.2K | 0.88% | 48 |
|
|
2014
Q1 | $2.4M | Buy |
14,658
+1,540
| +12% | +$252K | 0.9% | 49 |
|
|
2013
Q4 | $2.33M | Buy |
13,118
+3,740
| +40% | +$663K | 0.85% | 49 |
|
|
2013
Q3 | $1.48M | Sell |
9,378
-2,597
| -22% | -$411K | 0.57% | 65 |
|
|
2013
Q2 | $1.81M | Buy |
+11,975
| New | +$1.81M | 0.73% | 54 |
|