Soltis 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 | $1.21M | Sell |
1,705
-6
| -0.4% | -$4.25K | 0.09% | 161 |
|
|
2025
Q1 | $935K | Buy |
1,711
+22
| +1% | +$12K | 0.08% | 172 |
|
|
2024
Q4 | $967K | Buy |
1,689
+153
| +10% | +$87.6K | 0.09% | 167 |
|
|
2024
Q3 | $761K | Sell |
1,536
-12
| -0.8% | -$5.94K | 0.07% | 175 |
|
|
2024
Q2 | $700K | Buy |
1,548
+559
| +57% | +$253K | 0.07% | 174 |
|
|
2024
Q1 | $413K | Sell |
989
-39
| -4% | -$16.3K | 0.05% | 219 |
|
|
2023
Q4 | $396K | Buy |
1,028
+44
| +4% | +$17K | 0.04% | 207 |
|
|
2023
Q3 | $318K | Buy |
984
+82
| +9% | +$26.5K | 0.04% | 219 |
|
|
2023
Q2 | $291K | Sell |
902
-8
| -0.9% | -$2.58K | 0.03% | 222 |
|
|
2023
Q1 | $298K | Buy |
910
+12
| +1% | +$3.93K | 0.04% | 211 |
|
|
2022
Q4 | $308K | Buy |
898
+17
| +2% | +$5.84K | 0.04% | 200 |
|
|
2022
Q3 | $258K | Buy |
881
+11
| +1% | +$3.22K | 0.04% | 200 |
|
|
2022
Q2 | $258K | Sell |
870
-1
| -0.1% | -$297 | 0.04% | 204 |
|
|
2022
Q1 | $288K | Sell |
871
-3,541
| -80% | -$1.17M | 0.04% | 207 |
|
|
2021
Q4 | $1.69M | Buy |
4,412
+874
| +25% | +$334K | 0.24% | 96 |
|
|
2021
Q3 | $1.34M | Buy |
3,538
+2
| +0.1% | +$756 | 0.21% | 99 |
|
|
2021
Q2 | $1.34M | Buy |
3,536
+753
| +27% | +$286K | 0.21% | 94 |
|
|
2021
Q1 | $910K | Buy |
2,783
+1,724
| +163% | +$564K | 0.17% | 107 |
|
|
2020
Q4 | $279K | Buy |
1,059
+17
| +2% | +$4.48K | 0.05% | 184 |
|
|
2020
Q3 | $209K | Buy |
+1,042
| New | +$209K | 0.05% | 189 |
|