Safeguard Investment Advisory Group’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
$246K Sell
347
-260
-43% -$184K 0.06% 117
2025
Q1
$333K Buy
+607
New +$333K 0.09% 90