SHFA
SC&H Financial Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
463
+32
| +7% | +$22.7K | 0.06% | 111 |
|
|
2025
Q1 | $235K | Hold |
431
| – | – | 0.05% | 137 |
|
|
2024
Q4 | $247K | Hold |
431
| – | – | 0.05% | 130 |
|
|
2024
Q3 | $213K | Buy |
+431
| New | +$213K | 0.05% | 147 |
|
|
2023
Q1 | – | Sell |
-825
| Closed | -$283K | – | 135 |
|
|
2022
Q4 | $283K | Sell |
825
-3
| -0.4% | -$1.03K | 0.12% | 112 |
|
|
2022
Q3 | $243K | Sell |
828
-99
| -11% | -$29.1K | 0.12% | 115 |
|
|
2022
Q2 | $275K | Sell |
927
-247
| -21% | -$73.3K | 0.13% | 120 |
|
|
2022
Q1 | $387K | Buy |
1,174
+448
| +62% | +$148K | 0.18% | 106 |
|
|
2021
Q4 | $278K | Buy |
+726
| New | +$278K | 0.15% | 125 |
|