OneDigital Investment 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 | $2.3M | Sell |
3,245
-92
| -3% | -$65.1K | 0.03% | 396 |
|
|
2025
Q1 | $1.82M | Sell |
3,337
-405
| -11% | -$221K | 0.02% | 428 |
|
|
2024
Q4 | $2.14M | Sell |
3,742
-3,506
| -48% | -$2.01M | 0.02% | 401 |
|
|
2024
Q3 | $3.59M | Buy |
7,248
+683
| +10% | +$338K | 0.04% | 304 |
|
|
2024
Q2 | $2.97M | Buy |
6,565
+2,249
| +52% | +$1.02M | 0.04% | 328 |
|
|
2024
Q1 | $1.8M | Sell |
4,316
-566
| -12% | -$236K | 0.03% | 363 |
|
|
2023
Q4 | $1.88M | Buy |
4,882
+531
| +12% | +$205K | 0.03% | 326 |
|
|
2023
Q3 | $1.41M | Buy |
4,351
+146
| +3% | +$47.2K | 0.03% | 349 |
|
|
2023
Q2 | $1.36M | Buy |
4,205
+1,843
| +78% | +$594K | 0.03% | 349 |
|
|
2023
Q1 | $773K | Buy |
2,362
+563
| +31% | +$184K | 0.02% | 464 |
|
|
2022
Q4 | $618K | Sell |
1,799
-37
| -2% | -$12.7K | 0.02% | 465 |
|
|
2022
Q3 | $538K | Buy |
1,836
+173
| +10% | +$50.7K | 0.02% | 436 |
|
|
2022
Q2 | $494K | Sell |
1,663
-268
| -14% | -$79.6K | 0.02% | 420 |
|
|
2022
Q1 | $637K | Buy |
1,931
+1,110
| +135% | +$366K | 0.02% | 371 |
|
|
2021
Q4 | $314K | Buy |
821
+15
| +2% | +$5.74K | 0.01% | 573 |
|
|
2021
Q3 | $305K | Buy |
806
+4
| +0.5% | +$1.51K | 0.01% | 564 |
|
|
2021
Q2 | $304K | Buy |
802
+180
| +29% | +$68.2K | 0.01% | 547 |
|
|
2021
Q1 | $203K | Sell |
622
-309
| -33% | -$101K | 0.01% | 615 |
|
|
2020
Q4 | $245K | Sell |
931
-223
| -19% | -$58.7K | 0.01% | 529 |
|
|
2020
Q3 | $232K | Buy |
1,154
+23
| +2% | +$4.62K | 0.02% | 503 |
|
|
2020
Q2 | $223K | Buy |
+1,131
| New | +$223K | 0.02% | 506 |
|
|
2018
Q4 | – | Sell |
-236
| Closed | -$53K | – | 1179 |
|
|
2018
Q3 | $53K | Buy |
236
+3
| +1% | +$674 | 0.01% | 396 |
|
|
2018
Q2 | $51K | Sell |
233
-17
| -7% | -$3.72K | 0.01% | 489 |
|
|
2018
Q1 | $63K | Buy |
250
+21
| +9% | +$5.29K | 0.01% | 459 |
|
|
2017
Q4 | $58K | Buy |
229
+204
| +816% | +$51.7K | 0.01% | 463 |
|
|
2017
Q3 | $6K | Sell |
25
-2
| -7% | -$480 | ﹤0.01% | 868 |
|
|
2017
Q2 | $6K | Buy |
+27
| New | +$6K | ﹤0.01% | 1022 |
|