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