Jones Financial Companies’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
33,816
+8,294
| +32% | +$5.74M | 0.02% | 233 |
|
|
2025
Q1 | $13.9M | Buy |
25,522
+5,765
| +29% | +$3.13M | 0.01% | 265 |
|
|
2024
Q4 | $11.3M | Buy |
19,757
+4,766
| +32% | +$2.73M | 0.01% | 242 |
|
|
2024
Q3 | $7.47M | Buy |
14,991
+7,202
| +92% | +$3.59M | 0.01% | 241 |
|
|
2024
Q2 | $3.52M | Buy |
7,789
+5,871
| +306% | +$2.66M | ﹤0.01% | 242 |
|
|
2024
Q1 | $801K | Buy |
1,918
+1,648
| +610% | +$688K | ﹤0.01% | 283 |
|
|
2023
Q4 | $104K | Buy |
270
+67
| +33% | +$25.8K | ﹤0.01% | 399 |
|
|
2023
Q3 | $65.7K | Sell |
203
-223
| -52% | -$72.2K | ﹤0.01% | 341 |
|
|
2023
Q2 | $137K | Buy |
426
+208
| +95% | +$67.1K | ﹤0.01% | 285 |
|
|
2023
Q1 | $71.3K | Sell |
218
-66
| -23% | -$21.6K | ﹤0.01% | 332 |
|
|
2022
Q4 | $98K | Buy |
284
+260
| +1,083% | +$89.7K | ﹤0.01% | 306 |
|
|
2022
Q3 | $7K | Sell |
24
-4
| -14% | -$1.17K | ﹤0.01% | 452 |
|
|
2022
Q2 | $8K | Sell |
28
-50
| -64% | -$14.3K | ﹤0.01% | 501 |
|
|
2022
Q1 | $26K | Sell |
78
-8
| -9% | -$2.67K | ﹤0.01% | 410 |
|
|
2021
Q4 | $33K | Buy |
86
+23
| +37% | +$8.83K | ﹤0.01% | 409 |
|
|
2021
Q3 | $24K | Hold |
63
| – | – | ﹤0.01% | 404 |
|
|
2021
Q2 | $24K | Sell |
63
-128
| -67% | -$48.8K | ﹤0.01% | 383 |
|
|
2021
Q1 | $62K | Buy |
191
+102
| +115% | +$33.1K | ﹤0.01% | 323 |
|
|
2020
Q4 | $23K | Buy |
+89
| New | +$23K | ﹤0.01% | 349 |
|
|
2013
Q4 | – | Sell |
-388
| Closed | -$61K | – | 367 |
|
|
2013
Q3 | $61K | Sell |
388
-41
| -10% | -$6.45K | ﹤0.01% | 276 |
|
|
2013
Q2 | $65K | Buy |
+429
| New | +$65K | ﹤0.01% | 296 |
|