Ethos Financial Group’s Goldman Sachs Group, Inc. (Each representing 1/1000th Interest in a Share of Floating Rate Non-cumulative Preferred Stock Series D, $1.01 par value GS.PRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$651K Buy
31,426
+300
+1% +$6.21K 0.06% 227
2025
Q1
$713K Hold
31,126
0.07% 186
2024
Q4
$713K Buy
31,126
+650
+2% +$14.9K 0.09% 128
2024
Q3
$689K Hold
30,476
0.11% 104
2024
Q2
$698K Buy
30,476
+200
+0.7% +$4.58K 0.12% 105
2024
Q1
$693K Buy
30,276
+2,022
+7% +$46.3K 0.13% 106
2023
Q4
$610K Buy
+28,254
New +$610K 0.13% 118
2023
Q2
Sell
-25,749
Closed -$533K 157
2023
Q1
$533K Buy
+25,749
New +$533K 0.17% 79