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