Jones Financial Companies’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
Q2 | $23.4M | Buy |
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|
2025
Q1 | $13.9M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $7.47M | Buy |
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|
2024
Q2 | $3.52M | Buy |
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|
2024
Q1 | $801K | Buy |
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|
2023
Q4 | $104K | Buy |
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|
2023
Q3 | $65.7K | Sell |
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|
2023
Q2 | $137K | Buy |
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|
2023
Q1 | $71.3K | Sell |
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|
2022
Q4 | $98K | Buy |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $62K | Buy |
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|
2020
Q4 | $23K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $61K | Sell |
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|
2013
Q2 | $65K | Buy |
|