Rise 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
$464K Sell
656
-48
-7% -$34K 0.18% 51
2025
Q1
$384K Buy
704
+20
+3% +$10.9K 0.17% 56
2024
Q4
$392K Sell
684
-14
-2% -$8.02K 0.19% 52
2024
Q3
$345K Sell
698
-2
-0.3% -$990 0.17% 63
2024
Q2
$316K Buy
700
+5
+0.7% +$2.26K 0.17% 62
2024
Q1
$290K Buy
695
+170
+32% +$71K 0.15% 64
2023
Q4
$202K Buy
525
+138
+36% +$53.2K 0.14% 70
2023
Q3
$125K Buy
387
+139
+56% +$45K 0.1% 81
2023
Q2
$79.9K Sell
248
-19
-7% -$6.12K 0.06% 119
2023
Q1
$87.3K Sell
267
-13
-5% -$4.25K 0.07% 111
2022
Q4
$96K Buy
280
+2
+0.7% +$686 0.08% 106
2022
Q3
$81K Buy
278
+178
+178% +$51.9K 0.07% 109
2022
Q2
$30K Hold
100
0.03% 193
2022
Q1
$33K Buy
100
+1
+1% +$330 0.03% 194
2021
Q4
$37.9K Buy
+99
New +$37.9K 0.04% 179