JNBA Financial Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $161K | Hold |
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|
2025
Q2 | $143K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $100K | Hold |
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|
2024
Q2 | $91.4K | Sell |
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|
2024
Q1 | $94K | Sell |
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|
2023
Q4 | $96.4K | Hold |
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|
2023
Q3 | $80.9K | Hold |
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|
2023
Q2 | $80.6K | Hold |
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|
2023
Q1 | $81.8K | Hold |
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|
2022
Q4 | $85.8K | Hold |
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|
2022
Q3 | $73K | Buy |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $82K | Hold |
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|
2021
Q4 | $95K | Hold |
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|
2021
Q3 | $94K | Hold |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $81K | Hold |
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|
2020
Q4 | $65K | Buy |
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|
2020
Q3 | $45K | Hold |
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|
2020
Q2 | $44K | Hold |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $47K | Hold |
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|
2019
Q2 | $46K | Hold |
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|
2019
Q1 | $43K | Hold |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $50K | Hold |
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|
2018
Q1 | $57K | Hold |
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|
2017
Q4 | $57K | Hold |
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|
2017
Q3 | $53K | Hold |
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|
2017
Q2 | $50K | Hold |
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|
2017
Q1 | $52K | Hold |
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|
2016
Q4 | $54K | Sell |
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|
2016
Q3 | $372K | Buy |
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|
2016
Q2 | $40K | Sell |
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|
2016
Q1 | $43K | Buy |
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|
2015
Q4 | $49K | Hold |
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|
2015
Q3 | $47K | Hold |
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|
2015
Q2 | $56K | Sell |
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|
2015
Q1 | $60K | Sell |
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|
2014
Q4 | $82K | Sell |
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|
2014
Q3 | $91K | Sell |
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|
2014
Q2 | $91K | Hold |
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|
2014
Q1 | $89K | Buy |
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|
2013
Q4 | $88K | Hold |
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|
2013
Q3 | $78K | Buy |
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|
2013
Q2 | $64K | Buy |
|