Jacobi Capital Management’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 | $1.46M | Buy |
2,062
+20
| +1% | +$14.1K | 0.1% | 212 |
|
|
2025
Q1 | $1.12M | Buy |
2,042
+129
| +7% | +$70.5K | 0.08% | 234 |
|
|
2024
Q4 | $1.1M | Sell |
1,913
-127
| -6% | -$72.7K | 0.08% | 235 |
|
|
2024
Q3 | $1.01M | Buy |
2,040
+131
| +7% | +$64.9K | 0.08% | 244 |
|
|
2024
Q2 | $864K | Buy |
1,909
+345
| +22% | +$156K | 0.08% | 239 |
|
|
2024
Q1 | $653K | Buy |
1,564
+23
| +1% | +$9.61K | 0.06% | 265 |
|
|
2023
Q4 | $595K | Buy |
1,541
+24
| +2% | +$9.26K | 0.06% | 269 |
|
|
2023
Q3 | $491K | Buy |
1,517
+55
| +4% | +$17.8K | 0.06% | 272 |
|
|
2023
Q2 | $471K | Sell |
1,462
-7
| -0.5% | -$2.26K | 0.05% | 285 |
|
|
2023
Q1 | $481K | Buy |
1,469
+24
| +2% | +$7.85K | 0.06% | 279 |
|
|
2022
Q4 | $496K | Sell |
1,445
-8
| -0.6% | -$2.75K | 0.06% | 263 |
|
|
2022
Q3 | $426K | Buy |
1,453
+178
| +14% | +$52.2K | 0.06% | 270 |
|
|
2022
Q2 | $379K | Buy |
1,275
+210
| +20% | +$62.4K | 0.05% | 294 |
|
|
2022
Q1 | $352K | Buy |
1,065
+258
| +32% | +$85.3K | 0.04% | 319 |
|
|
2021
Q4 | $309K | Buy |
807
+70
| +9% | +$26.8K | 0.04% | 346 |
|
|
2021
Q3 | $279K | Sell |
737
-13
| -2% | -$4.92K | 0.04% | 341 |
|
|
2021
Q2 | $285K | Buy |
750
+31
| +4% | +$11.8K | 0.04% | 327 |
|
|
2021
Q1 | $235K | Buy |
719
+30
| +4% | +$9.81K | 0.03% | 325 |
|
|
2020
Q4 | $182K | Buy |
689
+65
| +10% | +$17.2K | 0.03% | 329 |
|
|
2020
Q3 | $125K | Buy |
624
+56
| +10% | +$11.2K | 0.02% | 357 |
|
|
2020
Q2 | $112K | Buy |
568
+3
| +0.5% | +$592 | 0.02% | 353 |
|
|
2020
Q1 | $87K | Sell |
565
-8
| -1% | -$1.23K | 0.02% | 343 |
|
|
2019
Q4 | $132K | Buy |
573
+2
| +0.4% | +$461 | 0.02% | 332 |
|
|
2019
Q3 | $118K | Buy |
571
+53
| +10% | +$11K | 0.02% | 331 |
|
|
2019
Q2 | $106K | Buy |
518
+415
| +403% | +$84.9K | 0.02% | 340 |
|
|
2019
Q1 | $20K | Buy |
103
+20
| +24% | +$3.88K | 0.01% | 573 |
|
|
2018
Q4 | $14K | Sell |
83
-40
| -33% | -$6.75K | ﹤0.01% | 607 |
|
|
2018
Q3 | $28K | Buy |
123
+5
| +4% | +$1.14K | 0.01% | 517 |
|
|
2018
Q2 | $26K | Buy |
118
+15
| +15% | +$3.31K | 0.01% | 528 |
|
|
2018
Q1 | $25K | Buy |
103
+20
| +24% | +$4.85K | 0.01% | 517 |
|
|
2017
Q4 | $21K | Hold |
83
| – | – | 0.01% | 533 |
|
|
2017
Q3 | $20K | Hold |
83
| – | – | 0.01% | 502 |
|
|
2017
Q2 | $19K | Buy |
83
+3
| +4% | +$687 | 0.01% | 452 |
|
|
2017
Q1 | $18K | Hold |
80
| – | – | 0.01% | 375 |
|
|
2016
Q4 | $20K | Sell |
80
-27
| -25% | -$6.75K | 0.01% | 329 |
|
|
2016
Q3 | $17K | Hold |
107
| – | – | 0.01% | 385 |
|
|
2016
Q2 | $16K | Buy |
+107
| New | +$16K | 0.01% | 381 |
|