Delta Financial 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 | $4.78M | Sell |
6,747
-163
| -2% | -$115K | 1.68% | 16 |
|
2025
Q1 | $3.77M | Buy |
6,910
+49
| +0.7% | +$26.8K | 1.42% | 22 |
|
2024
Q4 | $3.93M | Buy |
6,861
+18
| +0.3% | +$10.3K | 1.46% | 20 |
|
2024
Q3 | $3.39M | Sell |
6,843
-96
| -1% | -$47.5K | 1.23% | 25 |
|
2024
Q2 | $3.14M | Buy |
6,939
+4
| +0.1% | +$1.81K | 1.22% | 22 |
|
2024
Q1 | $2.9M | Sell |
6,935
-7
| -0.1% | -$2.92K | 1.15% | 27 |
|
2023
Q4 | $2.68M | Buy |
6,942
+4
| +0.1% | +$1.54K | 1.16% | 28 |
|
2023
Q3 | $2.24M | Sell |
6,938
-95
| -1% | -$30.7K | 1.01% | 30 |
|
2023
Q2 | $2.27M | Sell |
7,033
-66
| -0.9% | -$21.3K | 1% | 29 |
|
2023
Q1 | $2.32M | Sell |
7,099
-156
| -2% | -$51K | 1.12% | 29 |
|
2022
Q4 | $2.49M | Buy |
7,255
+10
| +0.1% | +$3.43K | 1.21% | 29 |
|
2022
Q3 | $2.12M | Buy |
7,245
+5
| +0.1% | +$1.47K | 1.13% | 28 |
|
2022
Q2 | $2.15M | Buy |
7,240
+14
| +0.2% | +$4.16K | 1.07% | 31 |
|
2022
Q1 | $2.39M | Buy |
7,226
+33
| +0.5% | +$10.9K | 1.02% | 32 |
|
2021
Q4 | $2.75M | Buy |
7,193
+25
| +0.3% | +$9.57K | 1.12% | 27 |
|
2021
Q3 | $2.71M | Buy |
7,168
+4
| +0.1% | +$1.51K | 1.21% | 25 |
|
2021
Q2 | $2.72M | Buy |
7,164
+26
| +0.4% | +$9.87K | 1.2% | 22 |
|
2021
Q1 | $2.33M | Buy |
7,138
+13
| +0.2% | +$4.25K | 1.09% | 29 |
|
2020
Q4 | $1.88M | Sell |
7,125
-70
| -1% | -$18.5K | 0.94% | 37 |
|
2020
Q3 | $1.45M | Buy |
7,195
+4,274
| +146% | +$859K | 0.8% | 52 |
|
2020
Q2 | $577K | Buy |
2,921
+624
| +27% | +$123K | 0.34% | 82 |
|
2020
Q1 | $355K | Buy |
2,297
+553
| +32% | +$85.5K | 0.24% | 85 |
|
2019
Q4 | $401K | Buy |
1,744
+91
| +6% | +$20.9K | 0.16% | 97 |
|
2019
Q3 | $342K | Buy |
1,653
+61
| +4% | +$12.6K | 0.14% | 108 |
|
2019
Q2 | $326K | Buy |
+1,592
| New | +$326K | 0.13% | 107 |
|