RFA
Reilly Financial Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $116K | Buy |
304
+104
| +52% | +$39.7K | 0.01% | 262 |
|
|
2021
Q3 | $76K | Sell |
200
-7
| -3% | -$2.66K | 0.01% | 309 |
|
|
2021
Q2 | $79K | Sell |
207
-50
| -19% | -$19.1K | 0.01% | 306 |
|
|
2021
Q1 | $84K | Hold |
257
| – | – | 0.01% | 282 |
|
|
2020
Q4 | $68K | Buy |
257
+23
| +10% | +$6.09K | 0.01% | 294 |
|
|
2020
Q3 | $47K | Hold |
234
| – | – | 0.01% | 311 |
|
|
2020
Q2 | $46K | Sell |
234
-330
| -59% | -$64.9K | 0.01% | 319 |
|
|
2020
Q1 | $87K | Sell |
564
-70
| -11% | -$10.8K | 0.01% | 235 |
|
|
2019
Q4 | $146K | Sell |
634
-130
| -17% | -$29.9K | 0.02% | 211 |
|
|
2019
Q3 | $158K | Buy |
764
+237
| +45% | +$49K | 0.02% | 205 |
|
|
2019
Q2 | $108K | Sell |
527
-271
| -34% | -$55.5K | 0.01% | 241 |
|
|
2019
Q1 | $153K | Sell |
798
-746
| -48% | -$143K | 0.02% | 193 |
|
|
2018
Q4 | $258K | Sell |
1,544
-42,330
| -96% | -$7.07M | 0.04% | 151 |
|
|
2018
Q3 | $9.84M | Sell |
43,874
-20
| -0% | -$4.49K | 1.3% | 36 |
|
|
2018
Q2 | $9.68M | Buy |
43,894
+795
| +2% | +$175K | 1.37% | 35 |
|
|
2018
Q1 | $10.9M | Buy |
43,099
+595
| +1% | +$150K | 1.52% | 30 |
|
|
2017
Q4 | $10.8M | Sell |
42,504
-4,008
| -9% | -$1.02M | 1.54% | 25 |
|
|
2017
Q3 | $11M | Buy |
46,512
+401
| +0.9% | +$95.1K | 1.65% | 25 |
|
|
2017
Q2 | $10.2M | Buy |
46,111
+1,653
| +4% | +$367K | 1.57% | 34 |
|
|
2017
Q1 | $10.2M | Buy |
44,458
+887
| +2% | +$204K | 1.64% | 28 |
|
|
2016
Q4 | $10.4M | Sell |
43,571
-15,070
| -26% | -$3.61M | 1.8% | 15 |
|
|
2016
Q3 | $9.46M | Buy |
58,641
+779
| +1% | +$126K | 1.68% | 30 |
|
|
2016
Q2 | $8.6M | Buy |
57,862
+2,118
| +4% | +$315K | 1.58% | 29 |
|
|
2016
Q1 | $8.75M | Buy |
55,744
+1,550
| +3% | +$243K | 1.5% | 21 |
|
|
2015
Q4 | $9.77M | Buy |
54,194
+2,417
| +5% | +$436K | 1.72% | 18 |
|
|
2015
Q3 | $9M | Buy |
51,777
+651
| +1% | +$113K | 1.64% | 20 |
|
|
2015
Q2 | $10.7M | Buy |
51,126
+521
| +1% | +$109K | 1.84% | 11 |
|
|
2015
Q1 | $9.51M | Buy |
50,605
+1,637
| +3% | +$308K | 1.68% | 22 |
|
|
2014
Q4 | $9.49M | Sell |
48,968
-894
| -2% | -$173K | 2.27% | 13 |
|
|
2014
Q3 | $9.15M | Buy |
49,862
+1,548
| +3% | +$284K | 2.21% | 15 |
|
|
2014
Q2 | $8.06M | Buy |
48,314
+3,701
| +8% | +$617K | 1.91% | 25 |
|
|
2014
Q1 | $7.31M | Buy |
44,613
+4,756
| +12% | +$779K | 1.74% | 28 |
|
|
2013
Q4 | $7.07M | Buy |
39,857
+39,835
| +181,068% | +$7.06M | 1.73% | 28 |
|
|
2013
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 622 |
|
|
2013
Q2 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 701 |
|