SevenBridge Financial 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 | $6.76M | Buy |
9,090
+534
| +6% | +$397K | 1.19% | 16 |
|
2025
Q1 | $5.06M | Buy |
8,556
+1,992
| +30% | +$1.18M | 1% | 23 |
|
2024
Q4 | $4.25M | Buy |
6,564
+821
| +14% | +$531K | 0.8% | 36 |
|
2024
Q3 | $3.46M | Buy |
5,743
+361
| +7% | +$217K | 0.67% | 49 |
|
2024
Q2 | $2.53M | Sell |
5,382
-4
| -0.1% | -$1.88K | 0.56% | 60 |
|
2024
Q1 | $2.36M | Buy |
5,386
+254
| +5% | +$111K | 0.53% | 60 |
|
2023
Q4 | $1.98M | Buy |
5,132
+245
| +5% | +$94.5K | 0.47% | 67 |
|
2023
Q3 | $1.58M | Buy |
4,887
+925
| +23% | +$299K | 0.41% | 73 |
|
2023
Q2 | $1.28M | Buy |
3,962
+395
| +11% | +$127K | 0.33% | 84 |
|
2023
Q1 | $1.17M | Buy |
3,567
+95
| +3% | +$31.1K | 0.32% | 84 |
|
2022
Q4 | $1.19M | Buy |
3,472
+129
| +4% | +$44.3K | 0.35% | 78 |
|
2022
Q3 | $980K | Buy |
3,343
+206
| +7% | +$60.4K | 0.33% | 77 |
|
2022
Q2 | $932K | Buy |
3,137
+632
| +25% | +$188K | 0.38% | 70 |
|
2022
Q1 | $827K | Sell |
2,505
-102
| -4% | -$33.7K | 0.29% | 77 |
|
2021
Q4 | $997K | Buy |
2,607
+3
| +0.1% | +$1.15K | 0.3% | 80 |
|
2021
Q3 | $984K | Sell |
2,604
-68
| -3% | -$25.7K | 0.33% | 78 |
|
2021
Q2 | $1.01M | Sell |
2,672
-43
| -2% | -$16.3K | 0.33% | 82 |
|
2021
Q1 | $888K | Buy |
2,715
+47
| +2% | +$15.4K | 0.32% | 83 |
|
2020
Q4 | $704K | Buy |
2,668
+110
| +4% | +$29K | 0.28% | 91 |
|
2020
Q3 | $514K | Buy |
2,558
+25
| +1% | +$5.02K | 0.23% | 89 |
|
2020
Q2 | $501K | Buy |
2,533
+50
| +2% | +$9.89K | 0.25% | 86 |
|
2020
Q1 | $384K | Sell |
2,483
-92
| -4% | -$14.2K | 0.22% | 89 |
|
2019
Q4 | $592K | Buy |
2,575
+95
| +4% | +$21.8K | 0.15% | 81 |
|
2019
Q3 | $514K | Sell |
2,480
-35
| -1% | -$7.25K | 0.27% | 83 |
|
2019
Q2 | $508K | Hold |
2,515
| – | – | 0.18% | 80 |
|
2019
Q1 | $477K | Sell |
2,515
-60
| -2% | -$11.4K | 0.18% | 78 |
|
2018
Q4 | $425K | Sell |
2,575
-510
| -17% | -$84.2K | 0.26% | 76 |
|
2018
Q3 | $678K | Sell |
3,085
-120
| -4% | -$26.4K | 0.36% | 73 |
|
2018
Q2 | $707K | Sell |
3,205
-60
| -2% | -$13.2K | 0.39% | 73 |
|
2018
Q1 | $815K | Sell |
3,265
-26
| -0.8% | -$6.49K | 0.47% | 66 |
|
2017
Q4 | $796K | Buy |
3,291
+46
| +1% | +$11.1K | 0.44% | 72 |
|
2017
Q3 | $770K | Buy |
3,245
+109
| +3% | +$25.9K | 0.44% | 70 |
|
2017
Q2 | $696K | Buy |
3,136
+728
| +30% | +$162K | 0.42% | 74 |
|
2017
Q1 | $549K | Sell |
2,408
-2,684
| -53% | -$612K | 0.36% | 76 |
|
2016
Q4 | $853K | Hold |
5,092
| – | – | 0.62% | 50 |
|
2016
Q3 | $853K | Buy |
5,092
+3,605
| +242% | +$604K | 0.62% | 50 |
|
2016
Q2 | $221K | Buy |
+1,487
| New | +$221K | 0.15% | 127 |
|