Douglas Lane & Associates’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 | $904K | Sell |
1,277
-9
| -0.7% | -$6.37K | 0.01% | 161 |
|
2025
Q1 | $703K | Buy |
1,286
+10
| +0.8% | +$5.47K | 0.01% | 169 |
|
2024
Q4 | $731K | Sell |
1,276
-90
| -7% | -$51.6K | 0.01% | 171 |
|
2024
Q3 | $677K | Sell |
1,366
-20
| -1% | -$9.91K | 0.01% | 172 |
|
2024
Q2 | $627K | Buy |
1,386
+300
| +28% | +$136K | 0.01% | 175 |
|
2024
Q1 | $454K | Buy |
1,086
+225
| +26% | +$94K | 0.01% | 185 |
|
2023
Q4 | $332K | Buy |
861
+95
| +12% | +$36.6K | 0.01% | 199 |
|
2023
Q3 | $248K | Sell |
766
-3
| -0.4% | -$971 | ﹤0.01% | 214 |
|
2023
Q2 | $248K | Sell |
769
-50
| -6% | -$16.1K | ﹤0.01% | 212 |
|
2023
Q1 | $268K | Buy |
819
+2
| +0.2% | +$654 | ﹤0.01% | 209 |
|
2022
Q4 | $281K | Buy |
817
+1
| +0.1% | +$343 | ﹤0.01% | 204 |
|
2022
Q3 | $239K | Buy |
816
+21
| +3% | +$6.15K | ﹤0.01% | 201 |
|
2022
Q2 | $236K | Buy |
795
+11
| +1% | +$3.27K | ﹤0.01% | 206 |
|
2022
Q1 | $259K | Sell |
784
-48
| -6% | -$15.9K | ﹤0.01% | 209 |
|
2021
Q4 | $318K | Sell |
832
-12
| -1% | -$4.59K | ﹤0.01% | 200 |
|
2021
Q3 | $319K | Buy |
844
+52
| +7% | +$19.7K | ﹤0.01% | 197 |
|
2021
Q2 | $301K | Buy |
792
+28
| +4% | +$10.6K | ﹤0.01% | 194 |
|
2021
Q1 | $250K | Buy |
+764
| New | +$250K | ﹤0.01% | 195 |
|
2018
Q4 | – | Sell |
-1,029
| Closed | -$231K | – | 222 |
|
2018
Q3 | $231K | Buy |
1,029
+49
| +5% | +$11K | ﹤0.01% | 194 |
|
2018
Q2 | $216K | Buy |
980
+130
| +15% | +$28.7K | ﹤0.01% | 188 |
|
2018
Q1 | $214K | Sell |
850
-54
| -6% | -$13.6K | ﹤0.01% | 190 |
|
2017
Q4 | $230K | Sell |
904
-50
| -5% | -$12.7K | ﹤0.01% | 192 |
|
2017
Q3 | $226K | Sell |
954
-150
| -14% | -$35.5K | 0.01% | 198 |
|
2017
Q2 | $245K | Buy |
1,104
+50
| +5% | +$11.1K | 0.01% | 190 |
|
2017
Q1 | $242K | Buy |
+1,054
| New | +$242K | 0.01% | 195 |
|