Leavell Investment Management’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 | $3.93M | Buy |
5,547
+900
| +19% | +$637K | 0.18% | 134 |
|
|
2025
Q1 | $2.54M | Buy |
4,647
+1,501
| +48% | +$820K | 0.13% | 168 |
|
|
2024
Q4 | $1.8M | Buy |
3,146
+997
| +46% | +$571K | 0.09% | 207 |
|
|
2024
Q3 | $1.06M | Buy |
2,149
+782
| +57% | +$387K | 0.05% | 285 |
|
|
2024
Q2 | $618K | Buy |
1,367
+293
| +27% | +$132K | 0.03% | 328 |
|
|
2024
Q1 | $449K | Buy |
1,074
+200
| +23% | +$83.6K | 0.03% | 366 |
|
|
2023
Q4 | $337K | Hold |
874
| – | – | 0.02% | 385 |
|
|
2023
Q3 | $283K | Sell |
874
-1,100
| -56% | -$356K | 0.02% | 397 |
|
|
2023
Q2 | $637K | Hold |
1,974
| – | – | 0.04% | 299 |
|
|
2023
Q1 | $646K | Sell |
1,974
-100
| -5% | -$32.7K | 0.05% | 295 |
|
|
2022
Q4 | $712K | Sell |
2,074
-365
| -15% | -$125K | 0.05% | 279 |
|
|
2022
Q3 | $715K | Buy |
2,439
+1,425
| +141% | +$418K | 0.06% | 269 |
|
|
2022
Q2 | $301K | Buy |
1,014
+18
| +2% | +$5.34K | 0.02% | 369 |
|
|
2022
Q1 | $329K | Buy |
+996
| New | +$329K | 0.02% | 354 |
|
|
2016
Q1 | – | Sell |
-8,920
| Closed | -$1.61M | – | 373 |
|
|
2015
Q4 | $1.61M | Sell |
8,920
-1,590
| -15% | -$287K | 0.24% | 115 |
|
|
2015
Q3 | $1.83M | Buy |
10,510
+1,400
| +15% | +$243K | 0.29% | 100 |
|
|
2015
Q2 | $1.9M | Buy |
9,110
+1,300
| +17% | +$271K | 0.3% | 103 |
|
|
2015
Q1 | $1.47M | Hold |
7,810
| – | – | 0.22% | 134 |
|
|
2014
Q4 | $1.51M | Hold |
7,810
| – | – | 0.23% | 128 |
|
|
2014
Q3 | $1.43M | Hold |
7,810
| – | – | 0.23% | 127 |
|
|
2014
Q2 | $1.31M | Buy |
7,810
+1,000
| +15% | +$167K | 0.21% | 140 |
|
|
2014
Q1 | $1.12M | Hold |
6,810
| – | – | 0.19% | 149 |
|
|
2013
Q4 | $1.21M | Hold |
6,810
| – | – | 0.2% | 142 |
|
|
2013
Q3 | $1.08M | Buy |
+6,810
| New | +$1.08M | 0.19% | 139 |
|