Strategic 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 | $737K | Sell |
1,042
-93
| -8% | -$65.8K | 0.04% | 75 |
|
2025
Q1 | $620K | Buy |
1,135
+99
| +10% | +$54.1K | 0.04% | 74 |
|
2024
Q4 | $593K | Buy |
1,036
+1
| +0.1% | +$573 | 0.04% | 80 |
|
2024
Q3 | $512K | Hold |
1,035
| – | – | 0.03% | 91 |
|
2024
Q2 | $468K | Hold |
1,035
| – | – | 0.03% | 91 |
|
2024
Q1 | $432K | Hold |
1,035
| – | – | 0.03% | 90 |
|
2023
Q4 | $399K | Hold |
1,035
| – | – | 0.03% | 97 |
|
2023
Q3 | $335K | Hold |
1,035
| – | – | 0.03% | 100 |
|
2023
Q2 | $355K | Sell |
1,035
-30
| -3% | -$10.3K | 0.03% | 100 |
|
2023
Q1 | $348K | Buy |
1,065
+130
| +14% | +$42.5K | 0.03% | 98 |
|
2022
Q4 | $321K | Hold |
935
| – | – | 0.03% | 103 |
|
2022
Q3 | $274K | Hold |
935
| – | – | 0.02% | 110 |
|
2022
Q2 | $278K | Sell |
935
-103
| -10% | -$30.6K | 0.02% | 112 |
|
2022
Q1 | $343K | Buy |
1,038
+293
| +39% | +$96.8K | 0.03% | 109 |
|
2021
Q4 | $285K | Hold |
745
| – | – | 0.02% | 116 |
|
2021
Q3 | $282K | Hold |
745
| – | – | 0.02% | 112 |
|
2021
Q2 | $283K | Hold |
745
| – | – | 0.02% | 121 |
|
2021
Q1 | $244K | Buy |
+745
| New | +$244K | 0.02% | 124 |
|