LGA
Lebenthal Global Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Sell |
951
-201
| -17% | -$142K | 0.13% | 115 |
|
|
2025
Q1 | $629K | Buy |
1,152
+420
| +57% | +$229K | 0.12% | 113 |
|
|
2024
Q4 | $419K | Sell |
732
-460
| -39% | -$263K | 0.08% | 145 |
|
|
2024
Q3 | $590K | Sell |
1,192
-3
| -0.3% | -$1.49K | 0.12% | 110 |
|
|
2024
Q2 | $541K | Sell |
1,195
-195
| -14% | -$88.2K | 0.12% | 105 |
|
|
2024
Q1 | $581K | Hold |
1,390
| – | – | 0.13% | 100 |
|
|
2023
Q4 | $536K | Sell |
1,390
-131
| -9% | -$50.5K | 0.12% | 107 |
|
|
2023
Q3 | $492K | Buy |
1,521
+98
| +7% | +$31.7K | 0.15% | 80 |
|
|
2023
Q2 | $459K | Sell |
1,423
-398
| -22% | -$128K | 0.13% | 78 |
|
|
2023
Q1 | $596K | Buy |
1,821
+749
| +70% | +$245K | 0.18% | 61 |
|
|
2022
Q4 | $368K | Sell |
1,072
-332
| -24% | -$114K | 0.12% | 95 |
|
|
2022
Q3 | $411K | Sell |
1,404
-656
| -32% | -$192K | 0.19% | 70 |
|
|
2022
Q2 | $611K | Sell |
2,060
-341
| -14% | -$101K | 0.3% | 51 |
|
|
2022
Q1 | $792K | Buy |
2,401
+1,232
| +105% | +$406K | 0.34% | 46 |
|
|
2021
Q4 | $447K | Buy |
1,169
+2
| +0.2% | +$765 | 0.18% | 90 |
|
|
2021
Q3 | $441K | Sell |
1,167
-3
| -0.3% | -$1.13K | 0.28% | 64 |
|
|
2021
Q2 | $444K | Sell |
1,170
-319
| -21% | -$121K | 0.24% | 85 |
|
|
2021
Q1 | $486K | Hold |
1,489
| – | – | 0.3% | 52 |
|
|
2020
Q4 | $392K | Buy |
+1,489
| New | +$392K | 0.28% | 47 |
|