Sequoia Financial 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 | $95.3M | Buy |
134,690
+8,243
| +7% | +$5.83M | 0.65% | 31 |
|
|
2025
Q1 | $69.1M | Buy |
126,447
+44,240
| +54% | +$24.2M | 0.53% | 40 |
|
|
2024
Q4 | $47.1M | Buy |
82,207
+7,977
| +11% | +$4.57M | 0.45% | 48 |
|
|
2024
Q3 | $36.8M | Buy |
74,230
+1,705
| +2% | +$844K | 0.39% | 61 |
|
|
2024
Q2 | $32.8M | Buy |
72,525
+1,354
| +2% | +$612K | 0.4% | 59 |
|
|
2024
Q1 | $29.7M | Sell |
71,171
-19,305
| -21% | -$8.06M | 0.37% | 62 |
|
|
2023
Q4 | $34.9M | Buy |
90,476
+36,392
| +67% | +$14M | 0.43% | 51 |
|
|
2023
Q3 | $17.5M | Buy |
54,084
+6,248
| +13% | +$2.02M | 0.31% | 64 |
|
|
2023
Q2 | $15.4M | Buy |
47,836
+9,110
| +24% | +$2.94M | 0.26% | 75 |
|
|
2023
Q1 | $12.7M | Buy |
38,726
+8,387
| +28% | +$2.74M | 0.28% | 64 |
|
|
2022
Q4 | $10.4M | Buy |
30,339
+3,394
| +13% | +$1.17M | 0.26% | 75 |
|
|
2022
Q3 | $7.9M | Sell |
26,945
-165
| -0.6% | -$48.4K | 0.25% | 80 |
|
|
2022
Q2 | $8.05M | Sell |
27,110
-328
| -1% | -$97.4K | 0.23% | 86 |
|
|
2022
Q1 | $9.06M | Buy |
27,438
+2,013
| +8% | +$664K | 0.23% | 88 |
|
|
2021
Q4 | $9.73M | Buy |
25,425
+17,939
| +240% | +$6.86M | 0.27% | 79 |
|
|
2021
Q3 | $2.83M | Sell |
7,486
-15,229
| -67% | -$5.76M | 0.29% | 55 |
|
|
2021
Q2 | $8.62M | Buy |
22,715
+2,688
| +13% | +$1.02M | 0.31% | 57 |
|
|
2021
Q1 | $6.55M | Buy |
20,027
+1,523
| +8% | +$498K | 0.27% | 56 |
|
|
2020
Q4 | $4.88M | Buy |
18,504
+1,411
| +8% | +$372K | 0.22% | 61 |
|
|
2020
Q3 | $3.44M | Buy |
17,093
+15,443
| +936% | +$3.1M | 0.18% | 75 |
|
|
2020
Q2 | $326K | Sell |
1,650
-1,221
| -43% | -$241K | 0.02% | 275 |
|
|
2020
Q1 | $444K | Buy |
2,871
+1,036
| +56% | +$160K | 0.03% | 210 |
|
|
2019
Q4 | $422K | Sell |
1,835
-21
| -1% | -$4.83K | 0.03% | 243 |
|
|
2019
Q3 | $385K | Sell |
1,856
-427
| -19% | -$88.6K | 0.03% | 231 |
|
|
2019
Q2 | $467K | Buy |
2,283
+30
| +1% | +$6.14K | 0.03% | 203 |
|
|
2019
Q1 | $433K | Buy |
2,253
+427
| +23% | +$82.1K | 0.04% | 210 |
|
|
2018
Q4 | $305K | Buy |
+1,826
| New | +$305K | 0.04% | 204 |
|