Oxford Financial Group’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$322K Sell
2025
Q1
$344K Sell
2024
Q4
$369K Buy
2024
Q3
Sell
2024
Q2
$330K Buy
2024
Q1
$254K Buy
2023
Q4
$225K Buy
2023
Q3
Sell
2023
Q2
$201K Sell
2023
Q1
$213K Buy