Key Financial Inc’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 | $110K | Hold |
156
| – | – | 0.02% | 362 |
|
|
2025
Q1 | $85.2K | Hold |
156
| – | – | 0.02% | 387 |
|
|
2024
Q4 | $89.3K | Buy |
156
+50
| +47% | +$28.6K | 0.02% | 378 |
|
|
2024
Q3 | $52.5K | Buy |
106
+6
| +6% | +$2.97K | 0.01% | 468 |
|
|
2024
Q2 | $45.2K | Hold |
100
| – | – | 0.01% | 485 |
|
|
2024
Q1 | $41.8K | Sell |
100
-38
| -28% | -$15.9K | 0.01% | 466 |
|
|
2023
Q4 | $53.2K | Hold |
138
| – | – | 0.01% | 415 |
|
|
2023
Q3 | $44.7K | Hold |
138
| – | – | 0.02% | 426 |
|
|
2023
Q2 | $44.5K | Hold |
138
| – | – | 0.01% | 428 |
|
|
2023
Q1 | $45.1K | Buy |
138
+75
| +119% | +$24.5K | 0.02% | 408 |
|
|
2022
Q4 | $18.5K | Hold |
63
| – | – | 0.01% | 507 |
|
|
2022
Q3 | $18K | Buy |
63
+38
| +152% | +$10.9K | 0.01% | 516 |
|
|
2022
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 715 |
|
|
2022
Q1 | $8K | Hold |
25
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $10K | Buy |
+25
| New | +$10K | 0.01% | 591 |
|