Patriot Financial Group Insurance Agency’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 | $1.03M | Buy |
1,460
+35
| +2% | +$24.8K | 0.12% | 201 |
|
|
2025
Q1 | $779K | Buy |
1,425
+91
| +7% | +$49.7K | 0.1% | 222 |
|
|
2024
Q4 | $764K | Sell |
1,334
-117
| -8% | -$67K | 0.1% | 216 |
|
|
2024
Q3 | $719K | Sell |
1,451
-46
| -3% | -$22.8K | 0.1% | 229 |
|
|
2024
Q2 | $677K | Buy |
1,497
+72
| +5% | +$32.6K | 0.1% | 223 |
|
|
2024
Q1 | $595K | Sell |
1,425
-37
| -3% | -$15.5K | 0.09% | 237 |
|
|
2023
Q4 | $564K | Buy |
1,462
+41
| +3% | +$15.8K | 0.11% | 223 |
|
|
2023
Q3 | $460K | Sell |
1,421
-149
| -9% | -$48.2K | 0.1% | 250 |
|
|
2023
Q2 | $506K | Sell |
1,570
-28
| -2% | -$9.03K | 0.1% | 241 |
|
|
2023
Q1 | $523K | Sell |
1,598
-6
| -0.4% | -$1.96K | 0.11% | 216 |
|
|
2022
Q4 | $551K | Buy |
1,604
+95
| +6% | +$32.6K | 0.07% | 191 |
|
|
2022
Q3 | $442K | Buy |
1,509
+262
| +21% | +$76.7K | 0.11% | 214 |
|
|
2022
Q2 | $370K | Buy |
1,247
+68
| +6% | +$20.2K | 0.08% | 261 |
|
|
2022
Q1 | $389K | Buy |
1,179
+189
| +19% | +$62.4K | 0.07% | 280 |
|
|
2021
Q4 | $379K | Buy |
990
+2
| +0.2% | +$766 | 0.06% | 295 |
|
|
2021
Q3 | $374K | Sell |
988
-4
| -0.4% | -$1.51K | 0.07% | 292 |
|
|
2021
Q2 | $377K | Buy |
992
+24
| +2% | +$9.12K | 0.07% | 288 |
|
|
2021
Q1 | $317K | Sell |
968
-79
| -8% | -$25.9K | 0.07% | 281 |
|
|
2020
Q4 | $276K | Buy |
1,047
+177
| +20% | +$46.7K | 0.07% | 273 |
|
|
2020
Q3 | $175K | Buy |
870
+2
| +0.2% | +$402 | 0.06% | 296 |
|
|
2020
Q2 | $171K | Sell |
868
-423
| -33% | -$83.3K | 0.07% | 260 |
|
|
2020
Q1 | $200K | Buy |
1,291
+617
| +92% | +$95.6K | 0.09% | 211 |
|
|
2019
Q4 | $155K | Sell |
674
-152
| -18% | -$35K | 0.06% | 256 |
|
|
2019
Q3 | $171K | Sell |
826
-148
| -15% | -$30.6K | 0.08% | 228 |
|
|
2019
Q2 | $201K | Buy |
974
+99
| +11% | +$20.4K | 0.09% | 192 |
|
|
2019
Q1 | $168K | Buy |
875
+64
| +8% | +$12.3K | 0.09% | 188 |
|
|
2018
Q4 | $135K | Buy |
811
+460
| +131% | +$76.6K | 0.09% | 171 |
|
|
2018
Q3 | $79K | Buy |
351
+51
| +17% | +$11.5K | 0.05% | 232 |
|
|
2018
Q2 | $66K | Buy |
300
+103
| +52% | +$22.7K | 0.07% | 159 |
|
|
2018
Q1 | $49K | Hold |
197
| – | – | 0.04% | 317 |
|
|
2017
Q4 | $49K | Buy |
197
+27
| +16% | +$6.72K | 0.04% | 302 |
|
|
2017
Q3 | $41K | Hold |
170
| – | – | 0.04% | 286 |
|
|
2017
Q2 | $38K | Hold |
170
| – | – | 0.04% | 289 |
|
|
2017
Q1 | $39K | Hold |
170
| – | – | 0.04% | 252 |
|
|
2016
Q4 | $39K | Buy |
+170
| New | +$39K | 0.05% | 256 |
|