Legacy Capital Group California’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 | $2.65M | Buy |
3,750
+3,109
| +485% | +$2.2M | 0.74% | 22 |
|
2025
Q1 | $350K | Sell |
641
-3
| -0.5% | -$1.64K | 0.12% | 202 |
|
2024
Q4 | $369K | Sell |
644
-2
| -0.3% | -$1.15K | 0.11% | 215 |
|
2024
Q3 | $320K | Sell |
646
-31
| -5% | -$15.3K | 0.11% | 219 |
|
2024
Q2 | $306K | Sell |
677
-175
| -21% | -$79.2K | 0.11% | 217 |
|
2024
Q1 | $356K | Sell |
852
-12
| -1% | -$5.01K | 0.13% | 204 |
|
2023
Q4 | $333K | Buy |
864
+1
| +0.1% | +$386 | 0.13% | 205 |
|
2023
Q3 | $279K | Sell |
863
-10
| -1% | -$3.24K | 0.12% | 220 |
|
2023
Q2 | $282K | Buy |
873
+28
| +3% | +$9.03K | 0.12% | 211 |
|
2023
Q1 | $276K | Buy |
+845
| New | +$276K | 0.14% | 199 |
|