Ethos Financial Group’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
$593K Sell
838
-473
-36% -$335K 0.05% 242
2025
Q1
$751K Hold
1,311
0.07% 178
2024
Q4
$751K Sell
1,311
-10
-0.8% -$5.73K 0.1% 121
2024
Q3
$654K Sell
1,321
-186
-12% -$92.1K 0.11% 109
2024
Q2
$690K Buy
1,507
+277
+23% +$127K 0.12% 107
2024
Q1
$514K Buy
1,230
+470
+62% +$196K 0.1% 145
2023
Q4
$293K Buy
+760
New +$293K 0.06% 198