LFA
Legacy Financial Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
1,840
+67
| +4% | +$47.4K | 0.2% | 80 |
|
|
2025
Q1 | $968K | Buy |
1,773
+182
| +11% | +$99.4K | 0.16% | 109 |
|
|
2024
Q4 | $911K | Buy |
1,591
+133
| +9% | +$76.1K | 0.15% | 112 |
|
|
2024
Q3 | $722K | Buy |
1,458
+128
| +10% | +$63.4K | 0.12% | 151 |
|
|
2024
Q2 | $601K | Buy |
1,330
+10
| +0.8% | +$4.52K | 0.11% | 162 |
|
|
2024
Q1 | $551K | Buy |
1,320
+22
| +2% | +$9.19K | 0.1% | 173 |
|
|
2023
Q4 | $501K | Buy |
1,298
+137
| +12% | +$52.8K | 0.1% | 168 |
|
|
2023
Q3 | $376K | Buy |
1,161
+81
| +8% | +$26.2K | 0.08% | 175 |
|
|
2023
Q2 | $348K | Buy |
1,080
+106
| +11% | +$34.2K | 0.07% | 184 |
|
|
2023
Q1 | $319K | Sell |
974
-29
| -3% | -$9.49K | 0.07% | 182 |
|
|
2022
Q4 | $344K | Buy |
1,003
+114
| +13% | +$39.1K | 0.07% | 159 |
|
|
2022
Q3 | $260K | Buy |
889
+110
| +14% | +$32.2K | 0.06% | 179 |
|
|
2022
Q2 | $231K | Buy |
779
+91
| +13% | +$27K | 0.06% | 189 |
|
|
2022
Q1 | $227K | Sell |
688
-48
| -7% | -$15.8K | 0.05% | 212 |
|
|
2021
Q4 | $281K | Sell |
736
-20
| -3% | -$7.64K | 0.06% | 150 |
|
|
2021
Q3 | $286K | Buy |
756
+180
| +31% | +$68.1K | 0.07% | 133 |
|
|
2021
Q2 | $218K | Buy |
+576
| New | +$218K | 0.06% | 157 |
|
|
2019
Q2 | – | Sell |
-396
| Closed | -$76K | – | 432 |
|
|
2019
Q1 | $76K | Buy |
396
+44
| +13% | +$8.44K | 0.03% | 205 |
|
|
2018
Q4 | $59K | Sell |
352
-556
| -61% | -$93.2K | 0.02% | 210 |
|
|
2018
Q3 | $203K | Buy |
908
+27
| +3% | +$6.04K | 0.07% | 103 |
|
|
2018
Q2 | $199K | Sell |
881
-179
| -17% | -$40.4K | 0.08% | 104 |
|
|
2018
Q1 | $271K | Sell |
1,060
-392
| -27% | -$100K | 0.11% | 84 |
|
|
2017
Q4 | $369K | Buy |
+1,452
| New | +$369K | 0.15% | 62 |
|