Dana 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 | $471K | Buy |
666
+60
| +10% | +$42.5K | 0.02% | 460 |
|
|
2025
Q1 | $331K | Buy |
606
+81
| +15% | +$44.3K | 0.01% | 491 |
|
|
2024
Q4 | $301K | Buy |
+525
| New | +$301K | 0.01% | 502 |
|
|
2022
Q2 | – | Sell |
-1,271
| Closed | -$420K | – | 424 |
|
|
2022
Q1 | $420K | Hold |
1,271
| – | – | 0.02% | 280 |
|
|
2021
Q4 | $486K | Hold |
1,271
| – | – | 0.02% | 262 |
|
|
2021
Q3 | $480K | Hold |
1,271
| – | – | 0.02% | 249 |
|
|
2021
Q2 | $482K | Hold |
1,271
| – | – | 0.02% | 257 |
|
|
2021
Q1 | $416K | Hold |
1,271
| – | – | 0.02% | 267 |
|
|
2020
Q4 | $335K | Sell |
1,271
-35
| -3% | -$9.23K | 0.02% | 260 |
|
|
2020
Q3 | $262K | Hold |
1,306
| – | – | 0.01% | 256 |
|
|
2020
Q2 | $258K | Hold |
1,306
| – | – | 0.01% | 248 |
|
|
2020
Q1 | $202K | Hold |
1,306
| – | – | 0.01% | 261 |
|
|
2019
Q4 | $300K | Buy |
+1,306
| New | +$300K | 0.01% | 260 |
|
|
2016
Q2 | – | Sell |
-1,611
| Closed | -$253K | – | 270 |
|
|
2016
Q1 | $253K | Sell |
1,611
-17,833
| -92% | -$2.8M | 0.01% | 249 |
|
|
2015
Q4 | $19.4K | Sell |
19,444
-111,551
| -85% | -$112K | 0.94% | 43 |
|
|
2015
Q3 | $22.8M | Buy |
130,995
+6,455
| +5% | +$1.12M | 1.07% | 42 |
|
|
2015
Q2 | $26M | Buy |
+124,540
| New | +$26M | 1.22% | 33 |
|