Steward Partners Investment Advisory’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 | $26.4M | Buy |
37,254
+1,157
| +3% | +$819K | 0.21% | 100 |
|
|
2025
Q1 | $19.7M | Buy |
36,097
+2,639
| +8% | +$1.44M | 0.17% | 119 |
|
|
2024
Q4 | $19.2M | Sell |
33,458
-410
| -1% | -$235K | 0.17% | 120 |
|
|
2024
Q3 | $16.8M | Buy |
33,868
+2,207
| +7% | +$1.09M | 0.16% | 135 |
|
|
2024
Q2 | $14.3M | Buy |
31,661
+3,389
| +12% | +$1.53M | 0.15% | 140 |
|
|
2024
Q1 | $11.8M | Buy |
28,272
+8,969
| +46% | +$3.75M | 0.13% | 173 |
|
|
2023
Q4 | $7.45M | Sell |
19,303
-5,356
| -22% | -$2.07M | 0.1% | 210 |
|
|
2023
Q3 | $7.98M | Buy |
24,659
+1,122
| +5% | +$363K | 0.12% | 178 |
|
|
2023
Q2 | $7.59M | Sell |
23,537
-2,244
| -9% | -$724K | 0.11% | 188 |
|
|
2023
Q1 | $8.43M | Sell |
25,781
-11,353
| -31% | -$3.71M | 0.14% | 170 |
|
|
2022
Q4 | $12.8M | Sell |
37,134
-625
| -2% | -$215K | 0.22% | 111 |
|
|
2022
Q3 | $11.1M | Sell |
37,759
-5,993
| -14% | -$1.76M | 0.21% | 115 |
|
|
2022
Q2 | $13M | Sell |
43,752
-110
| -0.3% | -$32.7K | 0.24% | 102 |
|
|
2022
Q1 | $14.5M | Buy |
43,862
+7,675
| +21% | +$2.53M | 0.22% | 104 |
|
|
2021
Q4 | $13.8M | Buy |
36,187
+3,747
| +12% | +$1.43M | 0.21% | 108 |
|
|
2021
Q3 | $12.3M | Buy |
32,440
+6,388
| +25% | +$2.41M | 0.21% | 116 |
|
|
2021
Q2 | $9.89M | Sell |
26,052
-4,326
| -14% | -$1.64M | 0.17% | 133 |
|
|
2021
Q1 | $9.93M | Buy |
30,378
+13,210
| +77% | +$4.32M | 0.17% | 138 |
|
|
2020
Q4 | $4.53M | Buy |
17,168
+4,868
| +40% | +$1.28M | 0.1% | 211 |
|
|
2020
Q3 | $2.47M | Buy |
12,300
+403
| +3% | +$81K | 0.06% | 289 |
|
|
2020
Q2 | $2.35M | Sell |
11,897
-4,198
| -26% | -$830K | 0.07% | 279 |
|
|
2020
Q1 | $2.49M | Buy |
16,095
+67
| +0.4% | +$10.4K | 0.09% | 229 |
|
|
2019
Q4 | $3.69M | Sell |
16,028
-408
| -2% | -$93.8K | 0.11% | 196 |
|
|
2019
Q3 | $3.41M | Buy |
16,436
+1,165
| +8% | +$241K | 0.11% | 194 |
|
|
2019
Q2 | $3.12M | Buy |
15,271
+863
| +6% | +$177K | 0.11% | 189 |
|
|
2019
Q1 | $2.77M | Sell |
14,408
-2,600
| -15% | -$499K | 0.12% | 181 |
|
|
2018
Q4 | $2.84M | Buy |
17,008
+2,756
| +19% | +$460K | 0.14% | 169 |
|
|
2018
Q3 | $3.2M | Sell |
14,252
-210
| -1% | -$47.1K | 0.15% | 151 |
|
|
2018
Q2 | $3.19M | Buy |
14,462
+891
| +7% | +$197K | 0.19% | 122 |
|
|
2018
Q1 | $3.42M | Sell |
13,571
-195
| -1% | -$49.1K | 0.23% | 98 |
|
|
2017
Q4 | $3.51M | Buy |
13,766
+4,651
| +51% | +$1.18M | 0.27% | 99 |
|
|
2017
Q3 | $2.16M | Buy |
9,115
+1,190
| +15% | +$282K | 0.22% | 109 |
|
|
2017
Q2 | $1.76M | Sell |
7,925
-2,856
| -26% | -$634K | 0.2% | 119 |
|
|
2017
Q1 | $2.48M | Buy |
10,781
+10,726
| +19,502% | +$2.46M | 0.37% | 69 |
|
|
2016
Q4 | $13K | Buy |
+55
| New | +$13K | 0.01% | 515 |
|