Gladstone Institutional Advisory’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 | $6.69M | Buy |
9,455
+1,289
| +16% | +$912K | 0.28% | 85 |
|
|
2025
Q1 | $4.46M | Buy |
8,166
+981
| +14% | +$536K | 0.21% | 117 |
|
|
2024
Q4 | $4.11M | Buy |
7,185
+4,301
| +149% | +$2.46M | 0.19% | 121 |
|
|
2024
Q3 | $1.43M | Sell |
2,884
-3,334
| -54% | -$1.65M | 0.07% | 271 |
|
|
2024
Q2 | $2.81M | Buy |
6,218
+4,845
| +353% | +$2.19M | 0.15% | 173 |
|
|
2024
Q1 | $573K | Sell |
1,373
-109
| -7% | -$45.5K | 0.03% | 381 |
|
|
2023
Q4 | $572K | Sell |
1,482
-229
| -13% | -$88.3K | 0.03% | 390 |
|
|
2023
Q3 | $554K | Sell |
1,711
-54
| -3% | -$17.5K | 0.04% | 368 |
|
|
2023
Q2 | $569K | Buy |
1,765
+137
| +8% | +$44.2K | 0.03% | 378 |
|
|
2023
Q1 | $533K | Sell |
1,628
-412
| -20% | -$135K | 0.03% | 386 |
|
|
2022
Q4 | $701K | Buy |
2,040
+29
| +1% | +$9.96K | 0.05% | 339 |
|
|
2022
Q3 | $589K | Sell |
2,011
-31
| -2% | -$9.08K | 0.05% | 360 |
|
|
2022
Q2 | $607K | Sell |
2,042
-687
| -25% | -$204K | 0.05% | 366 |
|
|
2022
Q1 | $901K | Buy |
2,729
+993
| +57% | +$328K | 0.06% | 312 |
|
|
2021
Q4 | $664K | Sell |
1,736
-2,667
| -61% | -$1.02M | 0.05% | 323 |
|
|
2021
Q3 | $1.66M | Buy |
4,403
+427
| +11% | +$161K | 0.16% | 166 |
|
|
2021
Q2 | $1.51M | Buy |
3,976
+482
| +14% | +$183K | 0.18% | 135 |
|
|
2021
Q1 | $1.14M | Buy |
+3,494
| New | +$1.14M | 0.18% | 128 |
|
|
2020
Q4 | – | Sell |
-1,678
| Closed | -$337K | – | 309 |
|
|
2020
Q3 | $337K | Buy |
+1,678
| New | +$337K | 0.08% | 192 |
|