Sowell Financial Services’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 | $4.41M | Buy |
6,225
+604
| +11% | +$427K | 0.18% | 118 |
|
|
2025
Q1 | $3.07M | Buy |
+5,621
| New | +$3.07M | 0.14% | 155 |
|
|
2023
Q2 | – | Sell |
-3,867
| Closed | -$1.27M | – | 659 |
|
|
2023
Q1 | $1.27M | Buy |
+3,867
| New | +$1.27M | 0.1% | 253 |
|
|
2022
Q1 | – | Sell |
-14,679
| Closed | -$5.62M | – | 290 |
|
|
2021
Q4 | $5.62M | Buy |
14,679
+1,272
| +9% | +$487K | 0.32% | 66 |
|
|
2021
Q3 | $5.07M | Buy |
13,407
+1,802
| +16% | +$681K | 0.34% | 67 |
|
|
2021
Q2 | $4.4M | Buy |
11,605
+938
| +9% | +$356K | 0.29% | 93 |
|
|
2021
Q1 | $3.9M | Buy |
10,667
+979
| +10% | +$358K | 0.14% | 146 |
|
|
2020
Q4 | $2.56M | Buy |
9,688
+8,536
| +741% | +$2.25M | 0.11% | 168 |
|
|
2020
Q3 | $232K | Sell |
1,152
-1,305
| -53% | -$263K | 0.01% | 681 |
|
|
2020
Q2 | $486K | Sell |
2,457
-98
| -4% | -$19.4K | 0.03% | 464 |
|
|
2020
Q1 | $395K | Buy |
2,555
+422
| +20% | +$65.2K | 0.03% | 459 |
|
|
2019
Q4 | $490K | Sell |
2,133
-1,003
| -32% | -$230K | 0.04% | 453 |
|
|
2019
Q3 | $650K | Buy |
+3,136
| New | +$650K | 0.05% | 339 |
|
|
2018
Q4 | – | Sell |
-1,855
| Closed | -$416K | – | 488 |
|
|
2018
Q3 | $416K | Buy |
1,855
+294
| +19% | +$65.9K | 0.06% | 226 |
|
|
2018
Q2 | $354K | Buy |
+1,561
| New | +$354K | 0.08% | 209 |
|
|
2017
Q1 | – | Sell |
-120
| Closed | -$30K | – | 385 |
|
|
2016
Q4 | $30K | Buy |
+120
| New | +$30K | 0.01% | 388 |
|