IFP Advisors’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 | $1.97M | Sell |
2,563
-1,655
| -39% | -$1.27M | 0.06% | 357 |
|
2025
Q1 | $2.3M | Sell |
4,218
-117
| -3% | -$63.9K | 0.07% | 328 |
|
2024
Q4 | $2.48M | Buy |
4,335
+1,275
| +42% | +$730K | 0.08% | 274 |
|
2024
Q3 | $1.52M | Buy |
3,060
+550
| +22% | +$272K | 0.05% | 371 |
|
2024
Q2 | $1.14M | Buy |
2,510
+1,819
| +263% | +$823K | 0.05% | 409 |
|
2024
Q1 | $289K | Buy |
691
+10
| +1% | +$4.18K | 0.01% | 820 |
|
2023
Q4 | $263K | Sell |
681
-56
| -8% | -$21.6K | 0.01% | 835 |
|
2023
Q3 | $238K | Sell |
737
-149
| -17% | -$48.2K | 0.01% | 886 |
|
2023
Q2 | $286K | Sell |
886
-1,788
| -67% | -$577K | 0.01% | 854 |
|
2023
Q1 | $597K | Buy |
2,674
+18
| +0.7% | +$4.02K | 0.03% | 538 |
|
2022
Q4 | $600K | Sell |
2,656
-2,060
| -44% | -$465K | 0.02% | 815 |
|
2022
Q3 | $1.1M | Buy |
4,716
+373
| +9% | +$87.2K | 0.03% | 610 |
|
2022
Q2 | $1.02M | Hold |
4,343
| – | – | 0.03% | 575 |
|
2022
Q1 | $1.02M | Buy |
4,343
+2,938
| +209% | +$689K | 0.03% | 575 |
|
2021
Q4 | $551K | Buy |
1,405
+162
| +13% | +$63.5K | 0.01% | 551 |
|
2021
Q3 | $487K | Buy |
1,243
+150
| +14% | +$58.8K | 0.01% | 571 |
|
2021
Q2 | $423K | Buy |
1,093
+49
| +5% | +$19K | 0.01% | 600 |
|
2021
Q1 | $341K | Sell |
1,044
-168
| -14% | -$54.9K | 0.01% | 640 |
|
2020
Q4 | $329K | Buy |
1,212
+567
| +88% | +$154K | 0.01% | 632 |
|
2020
Q3 | $128K | Sell |
645
-245
| -28% | -$48.6K | 0.01% | 881 |
|
2020
Q2 | $173K | Sell |
890
-913
| -51% | -$177K | 0.01% | 727 |
|
2020
Q1 | $297K | Buy |
1,803
+308
| +21% | +$50.7K | 0.03% | 456 |
|
2019
Q4 | $344K | Sell |
1,495
-849
| -36% | -$195K | 0.03% | 511 |
|
2019
Q3 | $492K | Buy |
+2,344
| New | +$492K | 0.03% | 496 |
|
2019
Q1 | $426K | Sell |
2,221
-3,061
| -58% | -$587K | 0.06% | 316 |
|
2018
Q4 | $861K | Sell |
5,282
-1,885
| -26% | -$307K | 0.05% | 382 |
|
2018
Q3 | $1.61M | Buy |
7,167
+1,069
| +18% | +$240K | 0.07% | 305 |
|
2018
Q2 | $1.35M | Buy |
6,098
+1,189
| +24% | +$262K | 0.06% | 332 |
|
2018
Q1 | $1.25M | Hold |
4,909
| – | – | 0.06% | 336 |
|
2017
Q4 | $1.25M | Sell |
4,909
-2,662
| -35% | -$678K | 0.06% | 336 |
|
2017
Q3 | $1.8M | Buy |
7,571
+1,265
| +20% | +$300K | 0.07% | 286 |
|
2017
Q2 | $1.4M | Buy |
6,306
+734
| +13% | +$163K | 0.06% | 341 |
|
2017
Q1 | $1.28M | Buy |
5,572
+97
| +2% | +$22.3K | 0.06% | 358 |
|
2016
Q4 | $1.31M | Buy |
5,475
+2,086
| +62% | +$499K | 0.06% | 329 |
|
2016
Q3 | $547K | Buy |
3,389
+163
| +5% | +$26.3K | 0.03% | 529 |
|
2016
Q2 | $479K | Buy |
3,226
+1,005
| +45% | +$149K | 0.03% | 558 |
|
2016
Q1 | $426K | Sell |
2,221
-5,856
| -73% | -$1.12M | 0.06% | 316 |
|
2015
Q4 | $1.46M | Buy |
+8,077
| New | +$1.46M | 0.1% | 226 |
|