Sovereign 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	$307K	Buy	434 +66	+18%	+$46.8K	0.06%	243
2025 Q1	$201K	Sell	368 -688	-65%	-$376K	0.05%	274
2024 Q4	$605K	Sell	1,056 -214	-17%	-$123K	0.14%	136
2024 Q3	$629K	Buy	1,270 +523	+70%	+$259K	0.15%	130
2024 Q2	$338K	Buy	+747	New	+$338K	0.08%	201