Stratos Wealth Advisors’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 | $610K | Sell |
862
-53
| -6% | -$37.5K | 0.03% | 407 |
|
|
2025
Q1 | $500K | Sell |
915
-42
| -4% | -$23K | 0.03% | 430 |
|
|
2024
Q4 | $549K | Sell |
957
-210
| -18% | -$120K | 0.03% | 450 |
|
|
2024
Q3 | $578K | Sell |
1,167
-104
| -8% | -$51.5K | 0.03% | 463 |
|
|
2024
Q2 | $575K | Buy |
1,271
+491
| +63% | +$222K | 0.03% | 436 |
|
|
2024
Q1 | $326K | Sell |
780
-127
| -14% | -$53.1K | 0.02% | 540 |
|
|
2023
Q4 | $350K | Buy |
907
+12
| +1% | +$4.63K | 0.02% | 529 |
|
|
2023
Q3 | $290K | Buy |
895
+225
| +34% | +$72.8K | 0.02% | 538 |
|
|
2023
Q2 | $216K | Buy |
+670
| New | +$216K | 0.02% | 585 |
|
|
2022
Q2 | – | Sell |
-663
| Closed | -$219K | – | 519 |
|
|
2022
Q1 | $219K | Sell |
663
-1,282
| -66% | -$423K | 0.02% | 494 |
|
|
2021
Q4 | $744K | Buy |
1,945
+173
| +10% | +$66.2K | 0.05% | 326 |
|
|
2021
Q3 | $670K | Sell |
1,772
-78
| -4% | -$29.5K | 0.06% | 306 |
|
|
2021
Q2 | $702K | Buy |
1,850
+848
| +85% | +$322K | 0.06% | 293 |
|
|
2021
Q1 | $328K | Buy |
1,002
+128
| +15% | +$41.9K | 0.03% | 381 |
|
|
2020
Q4 | $231K | Buy |
+874
| New | +$231K | 0.03% | 363 |
|
|
2019
Q3 | – | Sell |
-1,076
| Closed | -$220K | – | 256 |
|
|
2019
Q2 | $220K | Sell |
1,076
-62
| -5% | -$12.7K | 0.09% | 216 |
|
|
2019
Q1 | $219K | Sell |
1,138
-124
| -10% | -$23.9K | 0.12% | 195 |
|
|
2018
Q4 | $211K | Buy |
+1,262
| New | +$211K | 0.14% | 176 |
|