Regal Investment Advisors’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 | $345K | Buy |
+487
| New | +$345K | 0.03% | 395 |
|
|
2024
Q4 | – | Sell |
-710
| Closed | -$351K | – | 485 |
|
|
2024
Q3 | $351K | Sell |
710
-395
| -36% | -$196K | 0.02% | 413 |
|
|
2024
Q2 | $500K | Sell |
1,105
-29
| -3% | -$13.1K | 0.03% | 361 |
|
|
2024
Q1 | $474K | Buy |
1,134
+106
| +10% | +$44.3K | 0.03% | 373 |
|
|
2023
Q4 | $396K | Sell |
1,028
-85
| -8% | -$32.8K | 0.03% | 366 |
|
|
2023
Q3 | $360K | Sell |
1,113
-98
| -8% | -$31.7K | 0.03% | 353 |
|
|
2023
Q2 | $391K | Sell |
1,211
-1
| -0.1% | -$323 | 0.03% | 339 |
|
|
2023
Q1 | $397K | Sell |
1,212
-128
| -10% | -$41.9K | 0.04% | 331 |
|
|
2022
Q4 | $460K | Buy |
1,340
+206
| +18% | +$70.7K | 0.04% | 291 |
|
|
2022
Q3 | $332K | Sell |
1,134
-75
| -6% | -$22K | 0.04% | 341 |
|
|
2022
Q2 | $359K | Buy |
1,209
+244
| +25% | +$72.5K | 0.04% | 340 |
|
|
2022
Q1 | $318K | Buy |
965
+180
| +23% | +$59.3K | 0.03% | 389 |
|
|
2021
Q4 | $300K | Sell |
785
-11
| -1% | -$4.2K | 0.03% | 427 |
|
|
2021
Q3 | $301K | Buy |
796
+126
| +19% | +$47.6K | 0.03% | 425 |
|
|
2021
Q2 | $254K | Buy |
+670
| New | +$254K | 0.03% | 455 |
|
|
2020
Q3 | – | Sell |
-2,246
| Closed | -$444K | – | 99 |
|
|
2020
Q2 | $444K | Buy |
+2,246
| New | +$444K | 0.08% | 190 |
|
|
2020
Q1 | – | Sell |
-2,064
| Closed | -$475K | – | 139 |
|
|
2019
Q4 | $475K | Buy |
+2,064
| New | +$475K | 0.09% | 197 |
|
|
2015
Q4 | – | Sell |
-265
| Closed | -$46K | – | 514 |
|
|
2015
Q3 | $46K | Hold |
265
| – | – | 0.01% | 440 |
|
|
2015
Q2 | $55K | Hold |
265
| – | – | 0.01% | 405 |
|
|
2015
Q1 | $50K | Buy |
265
+251
| +1,793% | +$47.4K | 0.01% | 430 |
|
|
2014
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 805 |
|
|
2014
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 845 |
|
|
2014
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 845 |
|
|
2014
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 823 |
|
|
2013
Q4 | $2K | Sell |
14
-101
| -88% | -$14.4K | ﹤0.01% | 757 |
|
|
2013
Q3 | $18K | Sell |
115
-104
| -47% | -$16.3K | 0.01% | 494 |
|
|
2013
Q2 | $33K | Buy |
+219
| New | +$33K | 0.02% | 355 |
|