LRI Investments’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
$1.12M Buy
1,583
+165
+12% +$117K 0.1% 98
2025
Q1
$775K Sell
1,418
-205
-13% -$112K 0.07% 124
2024
Q4
$929K Buy
1,623
+70
+5% +$40.1K 0.09% 85
2024
Q3
$914K Sell
1,553
-75
-5% -$44.2K 0.09% 93
2024
Q2
$736K Buy
1,628
+1,436
+748% +$650K 0.08% 86
2024
Q1
$80.2K Buy
+192
New +$80.2K 0.02% 227