Prospera Financial Services’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 | $7.06M | Buy |
9,969
+728
| +8% | +$515K | 0.13% | 171 |
|
2025
Q1 | $5.05M | Buy |
9,241
+2,148
| +30% | +$1.17M | 0.12% | 196 |
|
2024
Q4 | $4.06M | Sell |
7,093
-531
| -7% | -$304K | 0.09% | 230 |
|
2024
Q3 | $3.78M | Sell |
7,624
-2
| -0% | -$991 | 0.1% | 230 |
|
2024
Q2 | $3.45M | Buy |
7,626
+59
| +0.8% | +$26.7K | 0.1% | 227 |
|
2024
Q1 | $3.16M | Sell |
7,567
-163
| -2% | -$68.1K | 0.09% | 241 |
|
2023
Q4 | $2.98M | Sell |
7,730
-357
| -4% | -$138K | 0.1% | 237 |
|
2023
Q3 | $2.62M | Sell |
8,087
-293
| -3% | -$94.9K | 0.1% | 222 |
|
2023
Q2 | $2.71M | Buy |
8,380
+64
| +0.8% | +$20.7K | 0.1% | 220 |
|
2023
Q1 | $2.72M | Buy |
8,316
+1,511
| +22% | +$495K | 0.11% | 221 |
|
2022
Q4 | $2.34M | Sell |
6,805
-1,076
| -14% | -$370K | 0.12% | 206 |
|
2022
Q3 | $2.31M | Buy |
7,881
+14
| +0.2% | +$4.11K | 0.12% | 210 |
|
2022
Q2 | $2.34M | Sell |
7,867
-1,554
| -16% | -$462K | 0.12% | 211 |
|
2022
Q1 | $3.11M | Buy |
9,421
+1,332
| +16% | +$440K | 0.13% | 189 |
|
2021
Q4 | $3.1M | Buy |
8,089
+711
| +10% | +$272K | 0.13% | 183 |
|
2021
Q3 | $2.79M | Sell |
7,378
-105
| -1% | -$39.7K | 0.14% | 183 |
|
2021
Q2 | $2.84M | Buy |
7,483
+671
| +10% | +$255K | 0.14% | 183 |
|
2021
Q1 | $2.23M | Hold |
6,812
| – | – | 0.13% | 193 |
|
2020
Q4 | $1.8M | Buy |
6,812
+5,868
| +622% | +$1.55M | 0.12% | 204 |
|
2020
Q3 | $190K | Sell |
944
-4,847
| -84% | -$976K | 0.07% | 244 |
|
2020
Q2 | $1.14M | Buy |
5,791
+692
| +14% | +$137K | 0.1% | 220 |
|
2020
Q1 | $788K | Buy |
5,099
+782
| +18% | +$121K | 0.08% | 225 |
|
2019
Q4 | $993K | Buy |
4,317
+1,212
| +39% | +$279K | 0.08% | 261 |
|
2019
Q3 | $643K | Buy |
3,105
+146
| +5% | +$30.2K | 0.07% | 248 |
|
2019
Q2 | $607K | Buy |
+2,959
| New | +$607K | 0.07% | 245 |
|
2019
Q1 | – | Sell |
-2,052
| Closed | -$348K | – | 370 |
|
2018
Q4 | $348K | Buy |
2,052
+880
| +75% | +$149K | 0.07% | 259 |
|
2018
Q3 | $265K | Sell |
1,172
-209
| -15% | -$47.3K | 0.05% | 338 |
|
2018
Q2 | $305K | Sell |
1,381
-2,515
| -65% | -$555K | 0.04% | 346 |
|
2018
Q1 | $984K | Buy |
3,896
+2,708
| +228% | +$684K | 0.14% | 141 |
|
2017
Q4 | $305K | Sell |
1,188
-582
| -33% | -$149K | 0.05% | 300 |
|
2017
Q3 | $425K | Sell |
1,770
-31
| -2% | -$7.44K | 0.06% | 264 |
|
2017
Q2 | $407K | Buy |
+1,801
| New | +$407K | 0.07% | 250 |
|
2017
Q1 | – | Sell |
-2,050
| Closed | -$494K | – | 400 |
|
2016
Q4 | $494K | Buy |
2,050
+150
| +8% | +$36.1K | 0.1% | 188 |
|
2016
Q3 | $307K | Buy |
1,900
+69
| +4% | +$11.1K | 0.06% | 262 |
|
2016
Q2 | $272K | Buy |
1,831
+462
| +34% | +$68.6K | 0.06% | 262 |
|
2016
Q1 | $215K | Buy |
+1,369
| New | +$215K | 0.05% | 287 |
|