Kelly Financial Services’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-158
| Closed | -$71.3K | – | 343 |
|
2024
Q2 | $71.3K | Buy |
158
+14
| +10% | +$6.32K | 0.03% | 189 |
|
2024
Q1 | $60.2K | Buy |
144
+29
| +25% | +$12.1K | 0.02% | 197 |
|
2023
Q4 | $44.5K | Buy |
115
+14
| +14% | +$5.42K | 0.02% | 216 |
|
2023
Q3 | $32.6K | Buy |
101
+1
| +1% | +$323 | 0.02% | 228 |
|
2023
Q2 | $32.2K | Sell |
100
-4
| -4% | -$1.29K | 0.02% | 238 |
|
2023
Q1 | $34K | Sell |
104
-5
| -5% | -$1.64K | 0.02% | 221 |
|
2022
Q4 | $37.5K | Hold |
109
| – | – | 0.02% | 203 |
|
2022
Q3 | $31.8K | Buy |
109
+1
| +0.9% | +$292 | 0.02% | 206 |
|
2022
Q2 | $32K | Sell |
108
-4
| -4% | -$1.19K | 0.02% | 210 |
|
2022
Q1 | $37K | Hold |
112
| – | – | 0.02% | 208 |
|
2021
Q4 | $42.7K | Buy |
112
+5
| +5% | +$1.91K | 0.02% | 198 |
|
2021
Q3 | $40.5K | Sell |
107
-41,475
| -100% | -$15.7M | 0.02% | 181 |
|
2021
Q2 | $110K | Buy |
41,582
+41,473
| +38,049% | +$110K | ﹤0.01% | 362 |
|
2021
Q1 | $35.7K | Sell |
109
-2
| -2% | -$655 | 0.02% | 161 |
|
2020
Q4 | $29.2K | Sell |
111
-13
| -10% | -$3.42K | 0.02% | 163 |
|
2020
Q3 | $25K | Hold |
124
| – | – | 0.02% | 153 |
|
2020
Q2 | $24.5K | Buy |
124
+22
| +22% | +$4.34K | 0.02% | 139 |
|
2020
Q1 | $15.8K | Buy |
102
+1
| +1% | +$155 | 0.02% | 166 |
|
2019
Q4 | $23.3K | Hold |
101
| – | – | 0.02% | 143 |
|
2019
Q3 | $20.9K | Buy |
101
+1
| +1% | +$207 | 0.02% | 142 |
|
2019
Q2 | $20.5K | Buy |
100
+10
| +11% | +$2.05K | 0.02% | 147 |
|
2019
Q1 | $17.3K | Buy |
+90
| New | +$17.3K | 0.02% | 160 |
|