Symphony 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 | $487K | Buy |
+4,124
| New | +$487K | 0.06% | 156 |
|
2025
Q1 | – | Sell |
-483
| Closed | -$306K | – | 148 |
|
2024
Q4 | $306K | Sell |
483
-34
| -7% | -$21.6K | 0.05% | 177 |
|
2024
Q3 | $257K | Sell |
517
-7
| -1% | -$3.48K | 0.04% | 195 |
|
2024
Q2 | $236K | Sell |
524
-237
| -31% | -$107K | 0.04% | 190 |
|
2024
Q1 | $318K | Buy |
761
+99
| +15% | +$41.3K | 0.07% | 147 |
|
2023
Q4 | $252K | Sell |
662
-970
| -59% | -$369K | 0.05% | 175 |
|
2023
Q3 | $520K | Buy |
1,632
+504
| +45% | +$161K | 0.13% | 107 |
|
2023
Q2 | $364K | Buy |
1,128
+203
| +22% | +$65.6K | 0.09% | 139 |
|
2023
Q1 | $297K | Sell |
925
-29
| -3% | -$9.31K | 0.08% | 174 |
|
2022
Q4 | $332K | Buy |
+954
| New | +$332K | 0.09% | 164 |
|