Lee Financial’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $220K | Buy |
+218
| New | +$213K | 0.03% | 153 |
|
|
2025
Q4 | – | Sell |
-253
| Closed | -$201K | – | 158 |
|
|
2025
Q3 | $201K | Buy |
+253
| New | +$187K | 0.03% | 173 |
|
|
2024
Q1 | – | Sell |
-301
| Closed | -$116K | – | 437 |
|
|
2023
Q4 | $116K | Buy |
301
+38
| +14% | +$12.7K | 0.02% | 166 |
|
|
2023
Q3 | $85.2K | Buy |
263
+7
| +3% | +$2.34K | 0.02% | 172 |
|
|
2023
Q2 | $82.4K | Buy |
256
+9
| +4% | +$2.96K | 0.01% | 184 |
|
|
2023
Q1 | $80.8K | Buy |
247
+195
| +375% | +$67.9K | 0.01% | 193 |
|
|
2022
Q4 | $17.9K | Hold |
52
| – | – | ﹤0.01% | 362 |
|
|
2022
Q3 | $16K | Hold |
52
| – | – | ﹤0.01% | 358 |
|
|
2022
Q2 | $16K | Buy |
52
+17
| +49% | +$5.29K | ﹤0.01% | 369 |
|
|
2022
Q1 | $12K | Sell |
35
-5
| -13% | -$1.77K | ﹤0.01% | 411 |
|
|
2021
Q4 | $15K | Buy |
40
+5
| +14% | +$1.98K | ﹤0.01% | 416 |
|
|
2021
Q3 | $13K | Hold |
35
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $13K | Sell |
35
-156
| -82% | -$55.8K | ﹤0.01% | 376 |
|
|
2021
Q1 | $63K | Sell |
191
-149
| -44% | -$46.4K | 0.01% | 216 |
|
|
2020
Q4 | $90K | Buy |
340
+1
| +0.3% | +$223 | 0.02% | 169 |
|
|
2020
Q3 | $68K | Sell |
339
-5
| -1% | -$1.02K | 0.02% | 188 |
|
|
2020
Q2 | $68K | Buy |
344
+2
| +0.6% | +$375 | 0.02% | 170 |
|
|
2020
Q1 | $53K | Buy |
342
+276
| +418% | +$58.6K | 0.02% | 164 |
|
|
2019
Q4 | $15K | Hold |
66
| – | – | ﹤0.01% | 286 |
|
|
2019
Q3 | $14K | Hold |
66
| – | – | ﹤0.01% | 291 |
|
|
2019
Q2 | $14K | Hold |
66
| – | – | ﹤0.01% | 308 |
|
|
2019
Q1 | $13K | Buy |
66
+31
| +89% | +$5.98K | ﹤0.01% | 304 |
|
|
2018
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 350 |
|
|
2018
Q3 | $8K | Buy |
35
+17
| +94% | +$3.95K | ﹤0.01% | 362 |
|
|
2018
Q2 | $4K | Sell |
18
-4
| -18% | -$954 | ﹤0.01% | 643 |
|
|
2018
Q1 | $6K | Buy |
+22
| New | +$5.73K | ﹤0.01% | 595 |
|
|
2017
Q3 | – | Sell |
-13
| Closed | -$3K | – | 497 |
|
|
2017
Q2 | $3K | Buy |
+13
| New | +$2.89K | ﹤0.01% | 438 |
|
Other funds holding GS
Lee Financial's GS Position: Q2 2026 in Review
Lee Financial opened a new position in Goldman Sachs (GS) in Q2 2026: 218 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings. This is a return to the name: Lee Financial previously reported a position in GS as recently as Q3 2025.
Lee Financial first reported a position in GS in Q2 2017 and has held it in 27 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.
- Lee Financial held 218 shares of Goldman Sachs worth $220K as of Q2 2026.
- Goldman Sachs was a new Lee Financial position in Q2 2026.
- Goldman Sachs made up 0.03% of Lee Financial's portfolio in Q2 2026, its #153 holding.
- Lee Financial first reported a position in Goldman Sachs in Q2 2017 and has held it in 27 quarters since.
- 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.