TCFG Wealth Management’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
Sell
-430
Closed -$235K 268
2025
Q1
$235K Buy
430
+27
+7% +$14.7K 0.12% 203
2024
Q4
$231K Buy
+403
New +$231K 0.12% 196