Sheaff Brock Investment 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
Q1 | $225K | Buy |
412
+8
| +2% | +$4.37K | 0.02% | 378 |
|
2024
Q4 | $231K | Buy |
+404
| New | +$231K | 0.02% | 376 |
|
2024
Q2 | – | Sell |
-612
| Closed | -$256K | – | 484 |
|
2024
Q1 | $256K | Hold |
612
| – | – | 0.02% | 376 |
|
2023
Q4 | $236K | Sell |
612
-17
| -3% | -$6.56K | 0.02% | 386 |
|
2023
Q3 | $203K | Sell |
629
-124
| -16% | -$40.1K | 0.02% | 392 |
|
2023
Q2 | $243K | Sell |
753
-3
| -0.4% | -$968 | 0.02% | 383 |
|
2023
Q1 | $247K | Sell |
756
-19
| -2% | -$6.22K | 0.02% | 380 |
|
2022
Q4 | $266K | Sell |
775
-138
| -15% | -$47.4K | 0.03% | 358 |
|
2022
Q3 | $267K | Sell |
913
-181
| -17% | -$52.9K | 0.03% | 349 |
|
2022
Q2 | $325K | Sell |
1,094
-18,280
| -94% | -$5.43M | 0.03% | 315 |
|
2022
Q1 | $6.4M | Buy |
19,374
+174
| +0.9% | +$57.4K | 0.45% | 45 |
|
2021
Q4 | $7.35M | Buy |
19,200
+284
| +2% | +$109K | 0.49% | 33 |
|
2021
Q3 | $7.15M | Sell |
18,916
-335
| -2% | -$127K | 0.53% | 30 |
|
2021
Q2 | $7.31M | Hold |
19,251
| – | – | 0.53% | 33 |
|
2021
Q1 | $6.3M | Sell |
19,251
-3,586
| -16% | -$1.17M | 0.5% | 35 |
|
2020
Q4 | $6.02M | Sell |
22,837
-15,154
| -40% | -$4M | 0.5% | 39 |
|
2020
Q3 | $7.64M | Sell |
37,991
-1,994
| -5% | -$401K | 0.7% | 17 |
|
2020
Q2 | $7.9M | Buy |
+39,985
| New | +$7.9M | 0.78% | 16 |
|
2020
Q1 | – | Sell |
-1,507
| Closed | -$347K | – | 433 |
|
2019
Q4 | $347K | Sell |
1,507
-271
| -15% | -$62.4K | 0.03% | 301 |
|
2019
Q3 | $368K | Sell |
1,778
-849
| -32% | -$176K | 0.04% | 293 |
|
2019
Q2 | $538K | Sell |
2,627
-87
| -3% | -$17.8K | 0.06% | 228 |
|
2019
Q1 | $521K | Buy |
2,714
+14
| +0.5% | +$2.69K | 0.06% | 240 |
|
2018
Q4 | $451K | Buy |
2,700
+859
| +47% | +$143K | 0.07% | 242 |
|
2018
Q3 | $413K | Sell |
1,841
-230
| -11% | -$51.6K | 0.04% | 293 |
|
2018
Q2 | $457K | Buy |
2,071
+308
| +17% | +$68K | 0.04% | 265 |
|
2018
Q1 | $444K | Buy |
1,763
+332
| +23% | +$83.6K | 0.05% | 267 |
|
2017
Q4 | $365K | Buy |
1,431
+1
| +0.1% | +$255 | 0.05% | 310 |
|
2017
Q3 | $339K | Buy |
1,430
+2
| +0.1% | +$474 | 0.04% | 331 |
|
2017
Q2 | $317K | Sell |
1,428
-133
| -9% | -$29.5K | 0.04% | 373 |
|
2017
Q1 | $359K | Sell |
1,561
-1,514
| -49% | -$348K | 0.05% | 344 |
|
2016
Q4 | $736K | Sell |
3,075
-264
| -8% | -$63.2K | 0.09% | 224 |
|
2016
Q3 | $539K | Sell |
3,339
-150
| -4% | -$24.2K | 0.07% | 262 |
|
2016
Q2 | $519K | Hold |
3,489
| – | – | 0.07% | 271 |
|
2016
Q1 | $548K | Sell |
3,489
-332
| -9% | -$52.1K | 0.07% | 271 |
|
2015
Q4 | $689K | Buy |
+3,821
| New | +$689K | 0.08% | 252 |
|