Independent Financial Group’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.09M Buy
2025
Q4
$3.79M Buy
2025
Q3
$2.76M Sell
2025
Q2
$3.21M Buy
2025
Q1
$1.7M Sell
2024
Q4
$1.89M Buy
2024
Q3
$1.5M Buy
2024
Q2
$687K Sell
2024
Q1
$646K Buy
2023
Q4
$513K Sell
2023
Q3
$448K Buy
2023
Q2
$233K Sell
2023
Q1
$282K Sell
2022
Q4
$351K Sell
2022
Q3
$299K Buy
2022
Q2
$246K Sell
2022
Q1
$351K Buy
2021
Q4
$381K Sell
2021
Q3
$400K Buy
2021
Q2
$353K Buy