Okabena Investment Services’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 | $1.92M | Buy |
2,713
+75
| +3% | +$53.1K | 0.43% | 44 |
|
|
2025
Q1 | $1.44M | Sell |
2,638
-6
| -0.2% | -$3.28K | 0.36% | 54 |
|
|
2024
Q4 | $1.51M | Hold |
2,644
| – | – | 0.42% | 51 |
|
|
2024
Q3 | $1.31M | Sell |
2,644
-662
| -20% | -$328K | 0.37% | 55 |
|
|
2024
Q2 | $1.5M | Buy |
3,306
+800
| +32% | +$362K | 0.47% | 45 |
|
|
2024
Q1 | $1.05M | Sell |
2,506
-12
| -0.5% | -$5.01K | 0.35% | 66 |
|
|
2023
Q4 | $971K | Buy |
+2,518
| New | +$971K | 0.38% | 63 |
|
|
2023
Q1 | – | Sell |
-1,491
| Closed | -$512K | – | 215 |
|
|
2022
Q4 | $512K | Sell |
1,491
-1,009
| -40% | -$346K | 0.34% | 64 |
|
|
2022
Q3 | $733K | Buy |
2,500
+1,414
| +130% | +$415K | 0.35% | 71 |
|
|
2022
Q2 | $323K | Hold |
1,086
| – | – | 0.17% | 79 |
|
|
2022
Q1 | $358K | Hold |
1,086
| – | – | 0.15% | 89 |
|
|
2021
Q4 | $415K | Hold |
1,086
| – | – | 0.16% | 84 |
|
|
2021
Q3 | $411K | Hold |
1,086
| – | – | 0.22% | 66 |
|
|
2021
Q2 | $412K | Buy |
+1,086
| New | +$412K | 0.19% | 61 |
|