Signature Estate & 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
Q2
$1.04M Buy
1,469
+43
+3% +$30.4K 0.02% 230
2025
Q1
$779K Buy
1,426
+55
+4% +$30K 0.02% 259
2024
Q4
$785K Sell
1,371
-18
-1% -$10.3K 0.02% 259
2024
Q3
$687K Sell
1,389
-330
-19% -$163K 0.02% 263
2024
Q2
$778K Buy
+1,719
New +$778K 0.02% 232
2022
Q2
Sell
-646
Closed -$214K 177
2022
Q1
$214K Sell
646
-56
-8% -$18.6K 0.01% 157
2021
Q4
$269K Buy
702
+139
+25% +$53.3K 0.01% 147
2021
Q3
$212K Sell
563
-503
-47% -$189K 0.01% 155
2021
Q2
$404K Buy
1,066
+448
+72% +$170K 0.02% 124
2021
Q1
$202K Buy
+618
New +$202K 0.01% 163