Freestone Capital Holdings’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 | $511K | Sell |
723
-111
| -13% | -$78.5K | 0.02% | 290 |
|
|
2025
Q1 | $456K | Sell |
834
-73
| -8% | -$39.9K | 0.02% | 290 |
|
|
2024
Q4 | $520K | Buy |
907
+44
| +5% | +$25.2K | 0.02% | 282 |
|
|
2024
Q3 | $428K | Buy |
863
+101
| +13% | +$50K | 0.01% | 311 |
|
|
2024
Q2 | $345K | Buy |
+762
| New | +$345K | 0.01% | 359 |
|
|
2022
Q2 | – | Sell |
-1,346
| Closed | -$444K | – | 492 |
|
|
2022
Q1 | $444K | Buy |
1,346
+129
| +11% | +$42.6K | 0.02% | 377 |
|
|
2021
Q4 | $466K | Buy |
1,217
+351
| +41% | +$134K | 0.02% | 328 |
|
|
2021
Q3 | $327K | Buy |
+866
| New | +$327K | 0.02% | 333 |
|
|
2021
Q1 | – | Sell |
-74
| Closed | -$19.5K | – | 677 |
|
|
2020
Q4 | $19.5K | Buy |
74
+47
| +174% | +$12.4K | ﹤0.01% | 739 |
|
|
2020
Q3 | $5.39K | Buy |
+27
| New | +$5.39K | ﹤0.01% | 866 |
|
|
2020
Q1 | – | Sell |
-4,355
| Closed | -$1K | – | 395 |
|
|
2019
Q4 | $1K | Sell |
4,355
-888
| -17% | -$204 | 0.02% | 259 |
|
|
2019
Q3 | $1.09K | Sell |
5,243
-608
| -10% | -$126 | 0.03% | 248 |
|
|
2019
Q2 | $1.2K | Buy |
5,851
+599
| +11% | +$123 | 0.03% | 219 |
|
|
2019
Q1 | $1.01M | Buy |
5,252
+2,693
| +105% | +$517K | 0.06% | 217 |
|
|
2018
Q4 | $427K | Sell |
2,559
-480
| -16% | -$80.1K | 0.03% | 308 |
|
|
2018
Q3 | $681K | Buy |
3,039
+457
| +18% | +$102K | ﹤0.01% | 241 |
|
|
2018
Q2 | $570K | Buy |
2,582
+164
| +7% | +$36.2K | ﹤0.01% | 252 |
|
|
2018
Q1 | $609K | Buy |
2,418
+51
| +2% | +$12.8K | 0.04% | 250 |
|
|
2017
Q4 | $603K | Buy |
2,367
+115
| +5% | +$29.3K | 0.04% | 250 |
|
|
2017
Q3 | $534K | Sell |
2,252
-292
| -11% | -$69.2K | 0.04% | 257 |
|
|
2017
Q2 | $565K | Buy |
+2,544
| New | +$565K | 0.04% | 249 |
|