Northern Financial Advisors’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
$2.65M Sell
3,751
-7
-0.2% -$4.95K 1.99% 13
2025
Q1
$2.05M Sell
3,758
-2
-0.1% -$1.09K 1.7% 12
2024
Q4
$2.15M Sell
3,760
-96
-2% -$55K 1.72% 14
2024
Q3
$1.91M Buy
3,856
+48
+1% +$23.8K 1.45% 20
2024
Q2
$1.72M Buy
3,808
+25
+0.7% +$11.3K 1.38% 21
2024
Q1
$1.58M Buy
3,783
+40
+1% +$16.7K 1.23% 22
2023
Q4
$1.44M Buy
3,743
+416
+13% +$160K 1.22% 23
2023
Q3
$1.08M Buy
3,327
+58
+2% +$18.8K 0.99% 26
2023
Q2
$1.05M Buy
3,269
+299
+10% +$96.4K 0.93% 30
2023
Q1
$972K Sell
2,970
-241
-8% -$78.8K 0.91% 32
2022
Q4
$1.1M Buy
+3,211
New +$1.1M 1.25% 24