Live Oak Private Wealth’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 | $1.55M | Buy |
2,191
+1
| +0% | +$708 | 0.23% | 85 |
|
|
2025
Q1 | $1.2M | Sell |
2,190
-42
| -2% | -$22.9K | 0.19% | 86 |
|
|
2024
Q4 | $1.28M | Sell |
2,232
-86
| -4% | -$49.3K | 0.21% | 85 |
|
|
2024
Q3 | $1.15M | Sell |
2,318
-304
| -12% | -$151K | 0.19% | 85 |
|
|
2024
Q2 | $1.19M | Sell |
2,622
-26
| -1% | -$11.8K | 0.2% | 85 |
|
|
2024
Q1 | $1.11M | Sell |
2,648
-50
| -2% | -$20.9K | 0.19% | 86 |
|
|
2023
Q4 | $1.04M | Buy |
2,698
+1
| +0% | +$386 | 0.2% | 85 |
|
|
2023
Q3 | $873K | Sell |
2,697
-33
| -1% | -$10.7K | 0.19% | 86 |
|
|
2023
Q2 | $881K | Sell |
2,730
-129
| -5% | -$41.6K | 0.18% | 86 |
|
|
2023
Q1 | $935K | Sell |
2,859
-505
| -15% | -$165K | 0.19% | 85 |
|
|
2022
Q4 | $1.15M | Buy |
3,364
+1
| +0% | +$343 | 0.24% | 81 |
|
|
2022
Q3 | $985K | Buy |
3,363
+1
| +0% | +$293 | 0.22% | 81 |
|
|
2022
Q2 | $998K | Sell |
3,362
-557
| -14% | -$165K | 0.21% | 86 |
|
|
2022
Q1 | $1.29M | Buy |
3,919
+1,126
| +40% | +$372K | 0.25% | 80 |
|
|
2021
Q4 | $1.07M | Hold |
2,793
| – | – | 0.2% | 89 |
|
|
2021
Q3 | $1.06M | Sell |
2,793
-70
| -2% | -$26.5K | 0.21% | 87 |
|
|
2021
Q2 | $1.09M | Buy |
2,863
+183
| +7% | +$69.4K | 0.24% | 82 |
|
|
2021
Q1 | $876K | Sell |
2,680
-176
| -6% | -$57.5K | 0.22% | 87 |
|
|
2020
Q4 | $753K | Buy |
2,856
+437
| +18% | +$115K | 0.21% | 80 |
|
|
2020
Q3 | $486K | Buy |
2,419
+301
| +14% | +$60.5K | 0.17% | 86 |
|
|
2020
Q2 | $419K | Buy |
2,118
+160
| +8% | +$31.7K | 0.15% | 91 |
|
|
2020
Q1 | $303K | Buy |
1,958
+149
| +8% | +$23.1K | 0.31% | 56 |
|
|
2019
Q4 | $416K | Buy |
+1,809
| New | +$416K | 0.4% | 47 |
|