RFG Advisory’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 | $2.59M | Sell |
3,666
-1,050
| -22% | -$743K | 0.06% | 245 |
|
2025
Q1 | $2.58M | Buy |
4,716
+619
| +15% | +$338K | 0.07% | 219 |
|
2024
Q4 | $2.35M | Buy |
4,097
+549
| +15% | +$314K | 0.07% | 226 |
|
2024
Q3 | $1.76M | Buy |
3,548
+429
| +14% | +$212K | 0.05% | 271 |
|
2024
Q2 | $1.41M | Buy |
3,119
+718
| +30% | +$325K | 0.05% | 290 |
|
2024
Q1 | $1M | Buy |
2,401
+208
| +9% | +$86.9K | 0.03% | 358 |
|
2023
Q4 | $846K | Sell |
2,193
-862
| -28% | -$333K | 0.03% | 346 |
|
2023
Q3 | $988K | Sell |
3,055
-115
| -4% | -$37.2K | 0.04% | 291 |
|
2023
Q2 | $1.02M | Buy |
3,170
+294
| +10% | +$94.8K | 0.05% | 291 |
|
2023
Q1 | $941K | Buy |
2,876
+92
| +3% | +$30.1K | 0.05% | 290 |
|
2022
Q4 | $1.03M | Sell |
2,784
-363
| -12% | -$134K | 0.05% | 269 |
|
2022
Q3 | $1.15M | Sell |
3,147
-744
| -19% | -$271K | 0.07% | 238 |
|
2022
Q2 | $1.3M | Buy |
3,891
+2,370
| +156% | +$793K | 0.08% | 195 |
|
2022
Q1 | $502K | Buy |
1,521
+362
| +31% | +$119K | 0.03% | 320 |
|
2021
Q4 | $443K | Buy |
1,159
+156
| +16% | +$59.6K | 0.03% | 324 |
|
2021
Q3 | $379K | Sell |
1,003
-15
| -1% | -$5.67K | 0.03% | 312 |
|
2021
Q2 | $386K | Sell |
1,018
-10
| -1% | -$3.79K | 0.03% | 309 |
|
2021
Q1 | $336K | Buy |
1,028
+25
| +2% | +$8.17K | 0.04% | 318 |
|
2020
Q4 | $291K | Sell |
1,003
-44
| -4% | -$12.8K | 0.04% | 339 |
|
2020
Q3 | $210K | Buy |
1,047
+5
| +0.5% | +$1K | 0.03% | 375 |
|
2020
Q2 | $206K | Buy |
+1,042
| New | +$206K | 0.03% | 362 |
|
2020
Q1 | – | Sell |
-1,153
| Closed | -$265K | – | 378 |
|
2019
Q4 | $265K | Sell |
1,153
-14
| -1% | -$3.22K | 0.05% | 313 |
|
2019
Q3 | $242K | Hold |
1,167
| – | – | 0.05% | 277 |
|
2019
Q2 | $236K | Buy |
1,167
+68
| +6% | +$13.8K | 0.05% | 269 |
|
2019
Q1 | $212K | Sell |
1,099
-190
| -15% | -$36.7K | 0.05% | 254 |
|
2018
Q4 | $215K | Sell |
1,289
-249
| -16% | -$41.5K | 0.05% | 229 |
|
2018
Q3 | $345K | Buy |
+1,538
| New | +$345K | 0.09% | 202 |
|
2018
Q2 | – | Sell |
-813
| Closed | -$205K | – | 224 |
|
2018
Q1 | $205K | Buy |
+813
| New | +$205K | 0.08% | 186 |
|