Kestra Private Wealth Services’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
$23.6M Buy
2025
Q2
$19.7M Buy
2025
Q1
$13.7M Buy
2024
Q4
$12.7M Buy
2024
Q3
$10.1M Sell
2024
Q2
$9.3M Buy
2024
Q1
$7.79M Buy
2023
Q4
$7.05M Buy
2023
Q3
$5.65M Buy
2023
Q2
$5.19M Buy
2023
Q1
$4.56M Sell
2022
Q4
$4.83M Sell
2022
Q3
$4.16M Buy
2022
Q2
$3.9M Buy
2022
Q1
$4.26M Buy
2021
Q4
$4.39M Buy
2021
Q3
$4.21M Buy
2021
Q2
$3.88M Sell
2021
Q1
$3.46M Sell
2020
Q4
$3.04M Buy
2020
Q3
$2.32M Buy