Oxford Financial Group’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 | $322K | Sell |
455
-175
| -28% | -$124K | 0.02% | 165 |
|
|
2025
Q1 | $344K | Sell |
630
-15
| -2% | -$8.19K | 0.02% | 162 |
|
|
2024
Q4 | $369K | Buy |
+645
| New | +$369K | 0.02% | 183 |
|
|
2024
Q3 | – | Sell |
-730
| Closed | -$330K | – | 310 |
|
|
2024
Q2 | $330K | Buy |
730
+121
| +20% | +$54.7K | 0.02% | 204 |
|
|
2024
Q1 | $254K | Buy |
609
+25
| +4% | +$10.4K | 0.02% | 203 |
|
|
2023
Q4 | $225K | Buy |
+584
| New | +$225K | 0.02% | 218 |
|
|
2023
Q3 | – | Sell |
-624
| Closed | -$201K | – | 276 |
|
|
2023
Q2 | $201K | Sell |
624
-27
| -4% | -$8.71K | 0.02% | 227 |
|
|
2023
Q1 | $213K | Buy |
+651
| New | +$213K | 0.02% | 183 |
|