SFG Wealth Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$397K Buy
2025
Q3
$348K Buy
2025
Q2
$308K Hold
2025
Q1
$238K Hold
2024
Q4
$249K Hold
2024
Q3
$215K Buy