Lee Financial’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-301
| Closed | -$116K | – | 437 |
|
|
2023
Q4 | $116K | Buy |
301
+38
| +14% | +$14.6K | 0.02% | 166 |
|
|
2023
Q3 | $85.2K | Buy |
263
+7
| +3% | +$2.27K | 0.02% | 172 |
|
|
2023
Q2 | $82.4K | Buy |
256
+9
| +4% | +$2.9K | 0.01% | 184 |
|
|
2023
Q1 | $80.8K | Buy |
247
+195
| +375% | +$63.8K | 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% | +$5.23K | ﹤0.01% | 369 |
|
|
2022
Q1 | $12K | Sell |
35
-5
| -13% | -$1.71K | ﹤0.01% | 411 |
|
|
2021
Q4 | $15K | Buy |
40
+5
| +14% | +$1.88K | ﹤0.01% | 416 |
|
|
2021
Q3 | $13K | Hold |
35
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $13K | Sell |
35
-156
| -82% | -$57.9K | ﹤0.01% | 376 |
|
|
2021
Q1 | $63K | Sell |
191
-149
| -44% | -$49.1K | 0.01% | 216 |
|
|
2020
Q4 | $90K | Buy |
340
+1
| +0.3% | +$265 | 0.02% | 169 |
|
|
2020
Q3 | $68K | Sell |
339
-5
| -1% | -$1K | 0.02% | 188 |
|
|
2020
Q2 | $68K | Buy |
344
+2
| +0.6% | +$395 | 0.02% | 170 |
|
|
2020
Q1 | $53K | Buy |
342
+276
| +418% | +$42.8K | 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% | +$6.11K | ﹤0.01% | 304 |
|
|
2018
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 350 |
|
|
2018
Q3 | $8K | Buy |
35
+17
| +94% | +$3.89K | ﹤0.01% | 362 |
|
|
2018
Q2 | $4K | Sell |
18
-4
| -18% | -$889 | ﹤0.01% | 643 |
|
|
2018
Q1 | $6K | Buy |
+22
| New | +$6K | ﹤0.01% | 595 |
|
|
2017
Q3 | – | Sell |
-13
| Closed | -$3K | – | 497 |
|
|
2017
Q2 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 438 |
|