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