SFG
Steward Financial Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $248K | Buy |
768
+52
| +7% | +$16.8K | 0.08% | 63 |
|
|
2023
Q2 | $230K | Sell |
716
-571
| -44% | -$183K | 0.07% | 59 |
|
|
2023
Q1 | $420K | Buy |
1,287
+41
| +3% | +$13.4K | 0.14% | 28 |
|
|
2022
Q4 | $427K | Hold |
1,246
| – | – | 0.21% | 24 |
|
|
2022
Q3 | $365K | Hold |
1,246
| – | – | 0.27% | 32 |
|
|
2022
Q2 | $370K | Sell |
1,246
-26
| -2% | -$7.72K | 0.31% | 25 |
|
|
2022
Q1 | $419K | Buy |
1,272
+172
| +16% | +$56.7K | 0.37% | 19 |
|
|
2021
Q4 | $420K | Buy |
+1,100
| New | +$420K | 0.39% | 18 |
|