Financial Advocates Investment Management’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 | $781K | Sell |
1,104
-101
| -8% | -$71.5K | 0.06% | 268 |
|
|
2025
Q1 | $659K | Sell |
1,205
-336
| -22% | -$184K | 0.05% | 367 |
|
|
2024
Q4 | $883K | Sell |
1,541
-18
| -1% | -$10.3K | 0.05% | 327 |
|
|
2024
Q3 | $772K | Sell |
1,559
-356
| -19% | -$176K | 0.04% | 358 |
|
|
2024
Q2 | $866K | Sell |
1,915
-1
| -0.1% | -$452 | 0.05% | 322 |
|
|
2024
Q1 | $800K | Sell |
1,916
-2
| -0.1% | -$835 | 0.05% | 352 |
|
|
2023
Q4 | $740K | Buy |
1,918
+130
| +7% | +$50.2K | 0.05% | 349 |
|
|
2023
Q3 | $578K | Buy |
1,788
+83
| +5% | +$26.8K | 0.04% | 379 |
|
|
2023
Q2 | $550K | Sell |
1,705
-97
| -5% | -$31.3K | 0.04% | 380 |
|
|
2023
Q1 | $589K | Buy |
1,802
+164
| +10% | +$53.7K | 0.04% | 388 |
|
|
2022
Q4 | $563K | Sell |
1,638
-485
| -23% | -$167K | 0.04% | 417 |
|
|
2022
Q3 | $477K | Buy |
2,123
+521
| +33% | +$117K | 0.04% | 426 |
|
|
2022
Q2 | $475K | Sell |
1,602
-438
| -21% | -$130K | 0.04% | 408 |
|
|
2022
Q1 | $673K | Buy |
2,040
+281
| +16% | +$92.7K | 0.04% | 383 |
|
|
2021
Q4 | $673K | Buy |
1,759
+492
| +39% | +$188K | 0.04% | 411 |
|
|
2021
Q3 | $479K | Sell |
1,267
-3,508
| -73% | -$1.33M | 0.03% | 483 |
|
|
2021
Q2 | $1.81M | Buy |
4,775
+3,192
| +202% | +$1.21M | 0.12% | 199 |
|
|
2021
Q1 | $518K | Sell |
1,583
-50
| -3% | -$16.4K | 0.04% | 465 |
|
|
2020
Q4 | $431K | Sell |
1,633
-55
| -3% | -$14.5K | 0.03% | 478 |
|
|
2020
Q3 | $339K | Buy |
1,688
+35
| +2% | +$7.03K | 0.03% | 442 |
|
|
2020
Q2 | $327K | Buy |
+1,653
| New | +$327K | 0.03% | 430 |
|
|
2018
Q2 | – | Sell |
-1,338
| Closed | -$337K | – | 494 |
|
|
2018
Q1 | $337K | Buy |
+1,338
| New | +$337K | 0.04% | 345 |
|