Goldman Sachs’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-814,230
| Closed | -$12M | – | 5749 |
|
|
2021
Q2 | $12M | Sell |
814,230
-88,652
| -10% | -$1.31M | ﹤0.01% | 2118 |
|
|
2021
Q1 | $12M | Sell |
902,882
-82,301
| -8% | -$1.1M | ﹤0.01% | 2071 |
|
|
2020
Q4 | $8.33M | Buy |
985,183
+258,661
| +36% | +$2.19M | ﹤0.01% | 2166 |
|
|
2020
Q3 | $4.01M | Buy |
726,522
+141,144
| +24% | +$779K | ﹤0.01% | 2515 |
|
|
2020
Q2 | $4.03M | Sell |
585,378
-76,471
| -12% | -$526K | ﹤0.01% | 2462 |
|
|
2020
Q1 | $4.73M | Sell |
661,849
-77,898
| -11% | -$557K | ﹤0.01% | 2286 |
|
|
2019
Q4 | $8.9M | Buy |
739,747
+119,563
| +19% | +$1.44M | ﹤0.01% | 2110 |
|
|
2019
Q3 | $7.23M | Buy |
620,184
+280,676
| +83% | +$3.27M | ﹤0.01% | 2108 |
|
|
2019
Q2 | $4.1M | Sell |
339,508
-1,961,686
| -85% | -$23.7M | ﹤0.01% | 2398 |
|
|
2019
Q1 | $25.2M | Sell |
2,301,194
-37,254
| -2% | -$408K | 0.01% | 1462 |
|
|
2018
Q4 | $24.7M | Sell |
2,338,448
-487,230
| -17% | -$5.15M | 0.01% | 1393 |
|
|
2018
Q3 | $38.6M | Buy |
2,825,678
+88,002
| +3% | +$1.2M | 0.01% | 1244 |
|
|
2018
Q2 | $43.5M | Sell |
2,737,676
-101,246
| -4% | -$1.61M | 0.01% | 1166 |
|
|
2018
Q1 | $42.7M | Sell |
2,838,922
-56,939
| -2% | -$857K | 0.01% | 1152 |
|
|
2017
Q4 | $44.7M | Buy |
2,895,861
+40,781
| +1% | +$630K | 0.01% | 1142 |
|
|
2017
Q3 | $47.3M | Buy |
2,855,080
+170,599
| +6% | +$2.82M | 0.01% | 1106 |
|
|
2017
Q2 | $41.2M | Sell |
2,684,481
-89,175
| -3% | -$1.37M | 0.01% | 1131 |
|
|
2017
Q1 | $45.5M | Sell |
2,773,656
-111,840
| -4% | -$1.83M | 0.01% | 1063 |
|
|
2016
Q4 | $47.8M | Buy |
2,885,496
+82,073
| +3% | +$1.36M | 0.01% | 1018 |
|
|
2016
Q3 | $36M | Buy |
2,803,423
+128,734
| +5% | +$1.65M | 0.01% | 1157 |
|
|
2016
Q2 | $31.5M | Sell |
2,674,689
-36,491
| -1% | -$430K | 0.01% | 1151 |
|
|
2016
Q1 | $31M | Sell |
2,711,180
-68,663
| -2% | -$786K | 0.01% | 1146 |
|
|
2015
Q4 | $31.5M | Sell |
2,779,843
-361,957
| -12% | -$4.1M | 0.01% | 1130 |
|
|
2015
Q3 | $36.8M | Sell |
3,141,800
-26,420
| -0.8% | -$309K | 0.01% | 964 |
|
|
2015
Q2 | $42.5M | Sell |
3,168,220
-187,450
| -6% | -$2.51M | 0.01% | 943 |
|
|
2015
Q1 | $40.8M | Sell |
3,355,670
-75,216
| -2% | -$914K | 0.01% | 956 |
|
|
2014
Q4 | $46.2M | Buy |
3,430,886
+175,423
| +5% | +$2.36M | 0.01% | 860 |
|
|
2014
Q3 | $40.3M | Sell |
3,255,463
-85,669
| -3% | -$1.06M | 0.01% | 903 |
|
|
2014
Q2 | $44.9M | Buy |
3,341,132
+30,692
| +0.9% | +$412K | 0.01% | 873 |
|
|
2014
Q1 | $44.8M | Buy |
3,310,440
+90,163
| +3% | +$1.22M | 0.01% | 833 |
|
|
2013
Q4 | $40.6M | Buy |
3,220,277
+363,801
| +13% | +$4.59M | 0.01% | 866 |
|
|
2013
Q3 | $31.7M | Buy |
2,856,476
+303,424
| +12% | +$3.36M | 0.01% | 908 |
|
|
2013
Q2 | $27.2M | Buy |
+2,553,052
| New | +$27.2M | 0.01% | 911 |
|