HAG
HighPoint Advisor Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
6,397
-121
| -2% | -$85.6K | 0.24% | 71 |
|
|
2025
Q1 | $3.58M | Buy |
6,518
+623
| +11% | +$342K | 0.21% | 86 |
|
|
2024
Q4 | $3.75M | Buy |
5,895
+112
| +2% | +$71.2K | 0.2% | 87 |
|
|
2024
Q3 | $2.86M | Sell |
5,783
-6,582
| -53% | -$3.26M | 0.17% | 107 |
|
|
2024
Q2 | $6.25M | Buy |
12,365
+6,747
| +120% | +$3.41M | 0.37% | 49 |
|
|
2024
Q1 | $2.55M | Sell |
5,618
-153
| -3% | -$69.4K | 0.18% | 98 |
|
|
2023
Q4 | $2.34M | Buy |
+5,771
| New | +$2.34M | 0.17% | 108 |
|
|
2022
Q2 | $1.23M | Buy |
+4,172
| New | +$1.23M | 0.13% | 122 |
|
|
2021
Q3 | $1.93M | Buy |
5,097
+228
| +5% | +$86.2K | 0.19% | 105 |
|
|
2021
Q2 | $1.85M | Buy |
4,869
+3,079
| +172% | +$1.17M | 0.19% | 104 |
|
|
2021
Q1 | $592K | Buy |
1,790
+89
| +5% | +$29.4K | 0.07% | 234 |
|
|
2020
Q4 | $511K | Buy |
1,701
+160
| +10% | +$48.1K | 0.06% | 254 |
|
|
2020
Q3 | $313K | Sell |
1,541
-28
| -2% | -$5.69K | 0.06% | 265 |
|
|
2020
Q2 | $310K | Sell |
1,569
-195
| -11% | -$38.5K | 0.07% | 236 |
|
|
2020
Q1 | $312K | Buy |
1,764
+159
| +10% | +$28.1K | 0.07% | 213 |
|
|
2019
Q4 | $394K | Buy |
1,605
+158
| +11% | +$38.8K | 0.08% | 211 |
|
|
2019
Q3 | $322K | Sell |
1,447
-858
| -37% | -$191K | 0.07% | 236 |
|
|
2019
Q2 | $493K | Buy |
2,305
+221
| +11% | +$47.3K | 0.12% | 156 |
|
|
2019
Q1 | $422K | Buy |
2,084
+677
| +48% | +$137K | 0.1% | 183 |
|
|
2018
Q4 | $279K | Buy |
1,407
+174
| +14% | +$34.5K | 0.07% | 239 |
|
|
2018
Q3 | $273K | Buy |
1,233
+13
| +1% | +$2.88K | 0.07% | 245 |
|
|
2018
Q2 | $284K | Sell |
1,220
-58
| -5% | -$13.5K | 0.08% | 243 |
|
|
2018
Q1 | $298K | Buy |
1,278
+30
| +2% | +$7K | 0.08% | 239 |
|
|
2017
Q4 | $319K | Buy |
1,248
+94
| +8% | +$24K | 0.09% | 207 |
|
|
2017
Q3 | $285K | Sell |
1,154
-70
| -6% | -$17.3K | 0.09% | 213 |
|
|
2017
Q2 | $281K | Hold |
1,224
| – | – | 0.09% | 217 |
|
|
2017
Q1 | $281K | Buy |
+1,224
| New | +$281K | 0.09% | 217 |
|
|
2016
Q2 | – | Sell |
-3,287
| Closed | -$548K | – | 284 |
|
|
2016
Q1 | $548K | Sell |
3,287
-1,745
| -35% | -$291K | 0.34% | 87 |
|
|
2015
Q4 | $789K | Sell |
5,032
-2,489
| -33% | -$390K | 0.52% | 60 |
|
|
2015
Q3 | $1.31M | Buy |
+7,521
| New | +$1.31M | 1.45% | 12 |
|