First Dallas Securities’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 | $885K | Sell |
1,250
-10
| -0.8% | -$7.08K | 0.35% | 59 |
|
2025
Q1 | $688K | Hold |
1,260
| – | – | 0.29% | 65 |
|
2024
Q4 | $722K | Hold |
1,260
| – | – | 0.29% | 67 |
|
2024
Q3 | $624K | Buy |
1,260
+95
| +8% | +$47K | 0.26% | 68 |
|
2024
Q2 | $527K | Hold |
1,165
| – | – | 0.23% | 80 |
|
2024
Q1 | $487K | Sell |
1,165
-100
| -8% | -$41.8K | 0.22% | 86 |
|
2023
Q4 | $488K | Sell |
1,265
-3,297
| -72% | -$1.27M | 0.25% | 77 |
|
2023
Q3 | $1.48M | Buy |
4,562
+3,380
| +286% | +$1.09M | 0.34% | 73 |
|
2023
Q2 | $381K | Sell |
1,182
-318
| -21% | -$103K | 0.21% | 94 |
|
2023
Q1 | $491K | Buy |
1,500
+100
| +7% | +$32.7K | 0.29% | 77 |
|
2022
Q4 | $481K | Sell |
1,400
-950
| -40% | -$326K | 0.29% | 75 |
|
2022
Q3 | $689K | Buy |
2,350
+150
| +7% | +$44K | 0.47% | 56 |
|
2022
Q2 | $653K | Sell |
2,200
-555
| -20% | -$165K | 0.44% | 57 |
|
2022
Q1 | $909K | Buy |
2,755
+1,644
| +148% | +$542K | 0.51% | 54 |
|
2021
Q4 | $425K | Buy |
1,111
+211
| +23% | +$80.7K | 0.28% | 80 |
|
2021
Q3 | $340K | Sell |
900
-150
| -14% | -$56.7K | 0.23% | 90 |
|
2021
Q2 | $399K | Sell |
1,050
-400
| -28% | -$152K | 0.26% | 82 |
|
2021
Q1 | $474K | Sell |
1,450
-250
| -15% | -$81.7K | 0.4% | 64 |
|
2020
Q4 | $448K | Hold |
1,700
| – | – | 0.4% | 62 |
|
2020
Q3 | $342K | Buy |
+1,700
| New | +$342K | 0.38% | 61 |
|