Poehling Capital Management’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 | $3.92M | Sell |
5,540
-5
| -0.1% | -$3.54K | 0.92% | 36 |
|
2025
Q1 | $3.03M | Sell |
5,545
-9
| -0.2% | -$4.92K | 0.77% | 43 |
|
2024
Q4 | $3.18M | Hold |
5,554
| – | – | 0.78% | 37 |
|
2024
Q3 | $2.75M | Sell |
5,554
-208
| -4% | -$103K | 0.7% | 47 |
|
2024
Q2 | $2.61M | Sell |
5,762
-37
| -0.6% | -$16.7K | 0.71% | 42 |
|
2024
Q1 | $2.42M | Sell |
5,799
-8
| -0.1% | -$3.34K | 0.65% | 48 |
|
2023
Q4 | $2.24M | Buy |
5,807
+24
| +0.4% | +$9.26K | 0.71% | 49 |
|
2023
Q3 | $1.87M | Buy |
5,783
+28
| +0.5% | +$9.06K | 0.65% | 47 |
|
2023
Q2 | $1.86M | Sell |
5,755
-568
| -9% | -$183K | 0.63% | 49 |
|
2023
Q1 | $2.07M | Buy |
6,323
+19
| +0.3% | +$6.22K | 0.7% | 48 |
|
2022
Q4 | $2.16M | Sell |
6,304
-21
| -0.3% | -$7.21K | 0.81% | 39 |
|
2022
Q3 | $1.85M | Sell |
6,325
-57
| -0.9% | -$16.7K | 0.78% | 41 |
|
2022
Q2 | $1.9M | Buy |
6,382
+36
| +0.6% | +$10.7K | 0.71% | 43 |
|
2022
Q1 | $2.1M | Buy |
6,346
+428
| +7% | +$141K | 0.65% | 50 |
|
2021
Q4 | $2.26M | Sell |
5,918
-155
| -3% | -$59.3K | 0.73% | 45 |
|
2021
Q3 | $2.3M | Sell |
6,073
-345
| -5% | -$130K | 0.78% | 50 |
|
2021
Q2 | $2.44M | Sell |
6,418
-53
| -0.8% | -$20.1K | 0.78% | 51 |
|
2021
Q1 | $2.12M | Sell |
6,471
-65
| -1% | -$21.3K | 0.74% | 51 |
|
2020
Q4 | $1.72M | Buy |
6,536
+162
| +3% | +$42.7K | 0.68% | 55 |
|
2020
Q3 | $1.28M | Buy |
6,374
+8
| +0.1% | +$1.61K | 0.66% | 56 |
|
2020
Q2 | $1.26M | Buy |
6,366
+2,084
| +49% | +$412K | 0.68% | 53 |
|
2020
Q1 | $662K | Buy |
4,282
+75
| +2% | +$11.6K | 0.49% | 52 |
|
2019
Q4 | $967K | Buy |
4,207
+15
| +0.4% | +$3.45K | 0.63% | 46 |
|
2019
Q3 | $869K | Sell |
4,192
-85
| -2% | -$17.6K | 0.64% | 51 |
|
2019
Q2 | $875K | Sell |
4,277
-155
| -3% | -$31.7K | 0.59% | 55 |
|
2019
Q1 | $851K | Buy |
4,432
+562
| +15% | +$108K | 0.62% | 55 |
|
2018
Q4 | $646K | Sell |
3,870
-125
| -3% | -$20.9K | 0.62% | 51 |
|
2018
Q3 | $896K | Buy |
3,995
+760
| +23% | +$170K | 0.64% | 46 |
|
2018
Q2 | $714K | Sell |
3,235
-770
| -19% | -$170K | 0.63% | 45 |
|
2018
Q1 | $1.01M | Buy |
4,005
+50
| +1% | +$12.6K | 0.81% | 44 |
|
2017
Q4 | $1.01M | Buy |
+3,955
| New | +$1.01M | 0.86% | 40 |
|