Summit Financial’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 | $5.19M | Buy |
7,330
+1,376
| +23% | +$974K | 0.12% | 156 |
|
|
2025
Q1 | $3.25M | Buy |
5,954
+2,912
| +96% | +$1.59M | 0.09% | 191 |
|
|
2024
Q4 | $1.74M | Buy |
3,042
+251
| +9% | +$144K | 0.06% | 236 |
|
|
2024
Q3 | $1.38M | Sell |
2,791
-70
| -2% | -$34.7K | 0.05% | 216 |
|
|
2024
Q2 | $1.29M | Buy |
2,861
+1,714
| +149% | +$775K | 0.06% | 196 |
|
|
2024
Q1 | $479K | Sell |
1,147
-351
| -23% | -$147K | 0.03% | 264 |
|
|
2023
Q4 | $578K | Buy |
1,498
+113
| +8% | +$43.6K | 0.04% | 229 |
|
|
2023
Q3 | $448K | Sell |
1,385
-11
| -0.8% | -$3.56K | 0.03% | 247 |
|
|
2023
Q2 | $450K | Buy |
1,396
+147
| +12% | +$47.4K | 0.03% | 239 |
|
|
2023
Q1 | $409K | Buy |
1,249
+42
| +3% | +$13.7K | 0.04% | 191 |
|
|
2022
Q4 | $415K | Sell |
1,207
-1,353
| -53% | -$465K | 0.04% | 183 |
|
|
2022
Q3 | $750K | Buy |
2,560
+407
| +19% | +$119K | 0.07% | 134 |
|
|
2022
Q2 | $639K | Buy |
2,153
+266
| +14% | +$79K | 0.06% | 135 |
|
|
2022
Q1 | $623K | Sell |
1,887
-108
| -5% | -$35.7K | 0.05% | 161 |
|
|
2021
Q4 | $763K | Buy |
1,995
+1,125
| +129% | +$430K | 0.06% | 134 |
|
|
2021
Q3 | $329K | Buy |
870
+274
| +46% | +$104K | 0.03% | 179 |
|
|
2021
Q2 | $226K | Buy |
+596
| New | +$226K | 0.02% | 157 |
|