JNBA Financial 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 | $143K | Hold |
202
| – | – | 0.01% | 191 |
|
|
2025
Q1 | $110K | Hold |
202
| – | – | 0.01% | 208 |
|
|
2024
Q4 | $116K | Hold |
202
| – | – | 0.01% | 203 |
|
|
2024
Q3 | $100K | Hold |
202
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $91.4K | Sell |
202
-23
| -10% | -$10.4K | 0.01% | 233 |
|
|
2024
Q1 | $94K | Sell |
225
-25
| -10% | -$10.4K | 0.01% | 236 |
|
|
2023
Q4 | $96.4K | Hold |
250
| – | – | 0.01% | 233 |
|
|
2023
Q3 | $80.9K | Hold |
250
| – | – | 0.01% | 242 |
|
|
2023
Q2 | $80.6K | Hold |
250
| – | – | 0.01% | 245 |
|
|
2023
Q1 | $81.8K | Hold |
250
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $85.8K | Hold |
250
| – | – | 0.01% | 240 |
|
|
2022
Q3 | $73K | Buy |
250
+2
| +0.8% | +$584 | 0.01% | 243 |
|
|
2022
Q2 | $74K | Hold |
248
| – | – | 0.01% | 246 |
|
|
2022
Q1 | $82K | Hold |
248
| – | – | 0.01% | 248 |
|
|
2021
Q4 | $95K | Hold |
248
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $94K | Hold |
248
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $94K | Hold |
248
| – | – | 0.01% | 230 |
|
|
2021
Q1 | $81K | Hold |
248
| – | – | 0.01% | 243 |
|
|
2020
Q4 | $65K | Buy |
248
+23
| +10% | +$6.03K | 0.01% | 241 |
|
|
2020
Q3 | $45K | Hold |
225
| – | – | 0.01% | 250 |
|
|
2020
Q2 | $44K | Hold |
225
| – | – | 0.01% | 245 |
|
|
2020
Q1 | $35K | Hold |
225
| – | – | 0.01% | 253 |
|
|
2019
Q4 | $52K | Hold |
225
| – | – | 0.01% | 238 |
|
|
2019
Q3 | $47K | Hold |
225
| – | – | 0.01% | 236 |
|
|
2019
Q2 | $46K | Hold |
225
| – | – | 0.01% | 247 |
|
|
2019
Q1 | $43K | Hold |
225
| – | – | 0.01% | 242 |
|
|
2018
Q4 | $38K | Buy |
+225
| New | +$38K | 0.01% | 234 |
|
|
2018
Q3 | – | Sell |
-225
| Closed | -$50K | – | 581 |
|
|
2018
Q2 | $50K | Hold |
225
| – | – | 0.01% | 224 |
|
|
2018
Q1 | $57K | Hold |
225
| – | – | 0.01% | 211 |
|
|
2017
Q4 | $57K | Hold |
225
| – | – | 0.01% | 211 |
|
|
2017
Q3 | $53K | Hold |
225
| – | – | 0.01% | 206 |
|
|
2017
Q2 | $50K | Hold |
225
| – | – | 0.01% | 209 |
|
|
2017
Q1 | $52K | Hold |
225
| – | – | 0.01% | 201 |
|
|
2016
Q4 | $54K | Sell |
225
-2,084
| -90% | -$500K | 0.01% | 203 |
|
|
2016
Q3 | $372K | Buy |
2,309
+2,039
| +755% | +$329K | 0.05% | 127 |
|
|
2016
Q2 | $40K | Sell |
270
-3
| -1% | -$444 | 0.01% | 221 |
|
|
2016
Q1 | $43K | Buy |
273
+3
| +1% | +$473 | 0.02% | 211 |
|
|
2015
Q4 | $49K | Hold |
270
| – | – | 0.02% | 195 |
|
|
2015
Q3 | $47K | Hold |
270
| – | – | 0.02% | 190 |
|
|
2015
Q2 | $56K | Sell |
270
-50
| -16% | -$10.4K | 0.02% | 172 |
|
|
2015
Q1 | $60K | Sell |
320
-101
| -24% | -$18.9K | 0.02% | 168 |
|
|
2014
Q4 | $82K | Sell |
421
-75
| -15% | -$14.6K | 0.03% | 152 |
|
|
2014
Q3 | $91K | Sell |
496
-50
| -9% | -$9.17K | 0.04% | 143 |
|
|
2014
Q2 | $91K | Hold |
546
| – | – | 0.04% | 134 |
|
|
2014
Q1 | $89K | Buy |
546
+50
| +10% | +$8.15K | 0.05% | 127 |
|
|
2013
Q4 | $88K | Hold |
496
| – | – | 0.05% | 128 |
|
|
2013
Q3 | $78K | Buy |
496
+75
| +18% | +$11.8K | 0.05% | 132 |
|
|
2013
Q2 | $64K | Buy |
+421
| New | +$64K | 0.04% | 139 |
|