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