Equitable Trust’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 | $9.38M | Buy |
13,249
+35
| +0.3% | +$24.8K | 0.47% | 47 |
|
|
2025
Q1 | $7.22M | Buy |
13,214
+345
| +3% | +$188K | 0.4% | 49 |
|
|
2024
Q4 | $7.37M | Buy |
12,869
+1,295
| +11% | +$742K | 0.41% | 42 |
|
|
2024
Q3 | $5.73M | Sell |
11,574
-948
| -8% | -$469K | 0.37% | 59 |
|
|
2024
Q2 | $5.66M | Buy |
12,522
+2,012
| +19% | +$910K | 0.39% | 50 |
|
|
2024
Q1 | $4.39M | Buy |
10,510
+2,085
| +25% | +$871K | 0.3% | 70 |
|
|
2023
Q4 | $3.25M | Buy |
8,425
+1,174
| +16% | +$453K | 0.24% | 81 |
|
|
2023
Q3 | $2.35M | Buy |
7,251
+83
| +1% | +$26.9K | 0.19% | 100 |
|
|
2023
Q2 | $2.31M | Sell |
7,168
-82
| -1% | -$26.4K | 0.18% | 104 |
|
|
2023
Q1 | $2.37M | Sell |
7,250
-5,357
| -42% | -$1.75M | 0.19% | 100 |
|
|
2022
Q4 | $4.33M | Sell |
12,607
-2,206
| -15% | -$757K | 0.34% | 60 |
|
|
2022
Q3 | $4.34M | Sell |
14,813
-147
| -1% | -$43.1K | 0.36% | 62 |
|
|
2022
Q2 | $4.44M | Sell |
14,960
-1,903
| -11% | -$565K | 0.33% | 64 |
|
|
2022
Q1 | $5.57M | Sell |
16,863
-1,150
| -6% | -$380K | 0.36% | 64 |
|
|
2021
Q4 | $6.89M | Sell |
18,013
-150
| -0.8% | -$57.4K | 0.43% | 59 |
|
|
2021
Q3 | $6.87M | Sell |
18,163
-695
| -4% | -$263K | 0.44% | 58 |
|
|
2021
Q2 | $7.16M | Sell |
18,858
-185
| -1% | -$70.2K | 0.46% | 54 |
|
|
2021
Q1 | $6.23M | Buy |
19,043
+2,128
| +13% | +$696K | 0.46% | 63 |
|
|
2020
Q4 | $4.46M | Buy |
16,915
+826
| +5% | +$218K | 0.33% | 83 |
|
|
2020
Q3 | $3.23M | Buy |
16,089
+824
| +5% | +$166K | 0.28% | 96 |
|
|
2020
Q2 | $3.02M | Buy |
15,265
+446
| +3% | +$88.1K | 0.28% | 93 |
|
|
2020
Q1 | $2.29M | Buy |
14,819
+8,415
| +131% | +$1.3M | 0.25% | 104 |
|
|
2019
Q4 | $1.47M | Buy |
6,404
+40
| +0.6% | +$9.19K | 0.14% | 122 |
|
|
2019
Q3 | $1.32M | Buy |
+6,364
| New | +$1.32M | 0.14% | 124 |
|