Lebenthal Global Advisors’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
Q2
$673K Sell
2025
Q1
$629K Buy
2024
Q4
$419K Sell
2024
Q3
$590K Sell
2024
Q2
$541K Sell
2024
Q1
$581K Hold
2023
Q4
$536K Sell
2023
Q3
$492K Buy
2023
Q2
$459K Sell
2023
Q1
$596K Buy
2022
Q4
$368K Sell
2022
Q3
$411K Sell
2022
Q2
$611K Sell
2022
Q1
$792K Buy
2021
Q4
$447K Buy
2021
Q3
$441K Sell
2021
Q2
$444K Sell
2021
Q1
$486K Hold
2020
Q4
$392K Buy