Lido Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.5M | Sell |
99,579
-7,638
| -7% | -$5.41M | 0.27% | 49 |
|
|
2025
Q1 | $58.6M | Buy |
107,217
+9,309
| +10% | +$5.09M | 0.26% | 52 |
|
|
2024
Q4 | $56.1M | Buy |
97,908
+22,537
| +30% | +$12.9M | 0.26% | 48 |
|
|
2024
Q3 | $37.3M | Buy |
75,371
+806
| +1% | +$399K | 0.19% | 52 |
|
|
2024
Q2 | $33.7M | Sell |
74,565
-10,698
| -13% | -$4.84M | 0.19% | 52 |
|
|
2024
Q1 | $35.6M | Buy |
85,263
+3,510
| +4% | +$1.47M | 0.21% | 47 |
|
|
2023
Q4 | $31.5M | Buy |
81,753
+18,233
| +29% | +$7.03M | 0.21% | 45 |
|
|
2023
Q3 | $20.6M | Buy |
63,520
+5,067
| +9% | +$1.64M | 0.16% | 62 |
|
|
2023
Q2 | $18.9M | Buy |
58,453
+7,062
| +14% | +$2.28M | 0.13% | 79 |
|
|
2023
Q1 | $16.8M | Buy |
51,391
+3,251
| +7% | +$1.06M | 0.16% | 71 |
|
|
2022
Q4 | $16.5M | Sell |
48,140
-43
| -0.1% | -$14.8K | 0.2% | 60 |
|
|
2022
Q3 | $14.1M | Sell |
48,183
-1,940
| -4% | -$569K | 0.18% | 49 |
|
|
2022
Q2 | $14.9M | Sell |
50,123
-229
| -0.5% | -$68K | 0.2% | 49 |
|
|
2022
Q1 | $16.6M | Buy |
50,352
+1,177
| +2% | +$389K | 0.19% | 55 |
|
|
2021
Q4 | $18.8M | Buy |
49,175
+4,446
| +10% | +$1.7M | 0.2% | 49 |
|
|
2021
Q3 | $16.9M | Buy |
44,729
+3,599
| +9% | +$1.36M | 0.24% | 44 |
|
|
2021
Q2 | $15.6M | Buy |
41,130
+2,518
| +7% | +$956K | 0.22% | 48 |
|
|
2021
Q1 | $12.6M | Sell |
38,612
-9
| -0% | -$2.94K | 0.22% | 51 |
|
|
2020
Q4 | $10.2M | Buy |
38,621
+4,647
| +14% | +$1.23M | 0.21% | 58 |
|
|
2020
Q3 | $6.83M | Buy |
33,974
+8,242
| +32% | +$1.66M | 0.17% | 65 |
|
|
2020
Q2 | $5.09M | Buy |
25,732
+12,075
| +88% | +$2.39M | 0.15% | 82 |
|
|
2020
Q1 | $2.11M | Buy |
13,657
+11,619
| +570% | +$1.8M | 0.09% | 119 |
|
|
2019
Q4 | $469K | Sell |
2,038
-199
| -9% | -$45.8K | 0.02% | 357 |
|
|
2019
Q3 | $464K | Buy |
2,237
+90
| +4% | +$18.7K | 0.02% | 307 |
|
|
2019
Q2 | $439K | Sell |
2,147
-316
| -13% | -$64.6K | 0.03% | 290 |
|
|
2019
Q1 | $472K | Buy |
2,463
+698
| +40% | +$134K | 0.03% | 270 |
|
|
2018
Q4 | $294K | Sell |
1,765
-204
| -10% | -$34K | 0.03% | 294 |
|
|
2018
Q3 | $441K | Buy |
1,969
+81
| +4% | +$18.1K | 0.04% | 249 |
|
|
2018
Q2 | $416K | Buy |
1,888
+8
| +0.4% | +$1.76K | 0.05% | 231 |
|
|
2018
Q1 | $473K | Buy |
1,880
+706
| +60% | +$178K | 0.06% | 181 |
|
|
2017
Q4 | $299K | Sell |
1,174
-305
| -21% | -$77.7K | 0.04% | 215 |
|
|
2017
Q3 | $358K | Sell |
1,479
-42
| -3% | -$10.2K | 0.06% | 177 |
|
|
2017
Q2 | $336K | Buy |
1,521
+259
| +21% | +$57.2K | 0.07% | 156 |
|
|
2017
Q1 | $284K | Buy |
1,262
+340
| +37% | +$76.5K | 0.08% | 161 |
|
|
2016
Q4 | $221K | Buy |
+922
| New | +$221K | 0.05% | 179 |
|