LPL Financial’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307M | Buy |
434,293
+25,821
| +6% | +$18.3M | 0.1% | 186 |
|
|
2025
Q1 | $223M | Buy |
408,472
+52,538
| +15% | +$28.7M | 0.09% | 220 |
|
|
2024
Q4 | $204M | Buy |
355,934
+46,587
| +15% | +$26.7M | 0.08% | 218 |
|
|
2024
Q3 | $153M | Buy |
309,347
+24,645
| +9% | +$12.2M | 0.07% | 255 |
|
|
2024
Q2 | $129M | Buy |
284,702
+50,816
| +22% | +$23M | 0.06% | 263 |
|
|
2024
Q1 | $97.7M | Buy |
233,886
+18,415
| +9% | +$7.69M | 0.05% | 323 |
|
|
2023
Q4 | $83.1M | Buy |
215,471
+7,586
| +4% | +$2.93M | 0.05% | 337 |
|
|
2023
Q3 | $67.3M | Buy |
207,885
+8,879
| +4% | +$2.87M | 0.05% | 353 |
|
|
2023
Q2 | $64.2M | Buy |
199,006
+523
| +0.3% | +$169K | 0.05% | 366 |
|
|
2023
Q1 | $64.9M | Sell |
198,483
-2,354
| -1% | -$770K | 0.05% | 345 |
|
|
2022
Q4 | $69M | Buy |
200,837
+2,852
| +1% | +$979K | 0.06% | 304 |
|
|
2022
Q3 | $58M | Buy |
197,985
+10,948
| +6% | +$3.21M | 0.06% | 311 |
|
|
2022
Q2 | $55.6M | Buy |
187,037
+7,228
| +4% | +$2.15M | 0.05% | 322 |
|
|
2022
Q1 | $59.4M | Buy |
179,809
+10,834
| +6% | +$3.58M | 0.05% | 325 |
|
|
2021
Q4 | $64.6M | Buy |
168,975
+10,463
| +7% | +$4M | 0.05% | 318 |
|
|
2021
Q3 | $59.9M | Buy |
158,512
+15,146
| +11% | +$5.73M | 0.06% | 309 |
|
|
2021
Q2 | $54.4M | Buy |
143,366
+11,015
| +8% | +$4.18M | 0.06% | 312 |
|
|
2021
Q1 | $43.3M | Buy |
132,351
+11,463
| +9% | +$3.75M | 0.05% | 330 |
|
|
2020
Q4 | $31.9M | Buy |
120,888
+17,734
| +17% | +$4.68M | 0.04% | 345 |
|
|
2020
Q3 | $20.7M | Buy |
103,154
+3,086
| +3% | +$620K | 0.03% | 390 |
|
|
2020
Q2 | $19.8M | Buy |
100,068
+23,622
| +31% | +$4.67M | 0.03% | 374 |
|
|
2020
Q1 | $11.8M | Buy |
76,446
+8,944
| +13% | +$1.38M | 0.03% | 452 |
|
|
2019
Q4 | $15.5M | Buy |
67,502
+3,722
| +6% | +$856K | 0.03% | 425 |
|
|
2019
Q3 | $13.2M | Buy |
63,780
+1,785
| +3% | +$370K | 0.03% | 442 |
|
|
2019
Q2 | $12.7M | Sell |
61,995
-13,340
| -18% | -$2.73M | 0.03% | 438 |
|
|
2019
Q1 | $14.5M | Sell |
75,335
-783
| -1% | -$150K | 0.03% | 389 |
|
|
2018
Q4 | $12.7M | Sell |
76,118
-7,494
| -9% | -$1.25M | 0.03% | 381 |
|
|
2018
Q3 | $18.7M | Buy |
83,612
+2,529
| +3% | +$567K | 0.04% | 313 |
|
|
2018
Q2 | $17.9M | Buy |
81,083
+6,168
| +8% | +$1.36M | 0.05% | 306 |
|
|
2018
Q1 | $18.9M | Buy |
74,915
+11,002
| +17% | +$2.77M | 0.05% | 281 |
|
|
2017
Q4 | $16.3M | Sell |
63,913
-12,909
| -17% | -$3.29M | 0.05% | 298 |
|
|
2017
Q3 | $18.2M | Buy |
76,822
+8,414
| +12% | +$2M | 0.06% | 245 |
|
|
2017
Q2 | $15.2M | Buy |
68,408
+32,308
| +89% | +$7.17M | 0.06% | 272 |
|
|
2017
Q1 | $8.27M | Buy |
36,100
+5,338
| +17% | +$1.22M | 0.06% | 292 |
|
|
2016
Q4 | $7.43M | Buy |
30,762
+2,826
| +10% | +$683K | 0.06% | 290 |
|
|
2016
Q3 | $4.53M | Buy |
27,936
+193
| +0.7% | +$31.3K | 0.04% | 405 |
|
|
2016
Q2 | $4.04M | Sell |
27,743
-28,966
| -51% | -$4.22M | 0.03% | 443 |
|
|
2016
Q1 | $8.81M | Buy |
56,709
+483
| +0.9% | +$75K | 0.02% | 480 |
|
|
2015
Q4 | $9.79M | Buy |
56,226
+8,310
| +17% | +$1.45M | 0.03% | 454 |
|
|
2015
Q3 | $8.66M | Sell |
47,916
-4,220
| -8% | -$762K | 0.05% | 317 |
|
|
2015
Q2 | $10.8M | Buy |
52,136
+6,636
| +15% | +$1.38M | 0.06% | 301 |
|
|
2015
Q1 | $8.75M | Sell |
45,500
-2,898
| -6% | -$557K | 0.04% | 338 |
|
|
2014
Q4 | $9.38M | Buy |
48,398
+691
| +1% | +$134K | 0.05% | 304 |
|
|
2014
Q3 | $8.62M | Sell |
47,707
-1,237
| -3% | -$224K | 0.05% | 309 |
|
|
2014
Q2 | $8.2M | Sell |
48,944
-5,135
| -9% | -$860K | 0.05% | 322 |
|
|
2014
Q1 | $8.86M | Sell |
54,079
-8,600
| -14% | -$1.41M | 0.05% | 298 |
|
|
2013
Q4 | $11.1M | Buy |
62,679
+10,187
| +19% | +$1.81M | 0.07% | 242 |
|
|
2013
Q3 | $8.37M | Buy |
52,492
+6,128
| +13% | +$977K | 0.06% | 288 |
|
|
2013
Q2 | $7.01M | Buy |
+46,364
| New | +$7.01M | 0.05% | 299 |
|