United Capital Financial 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 | $6.3M | Sell |
8,902
-2,999
| -25% | -$2.12M | 0.05% | 251 |
|
|
2025
Q1 | $6.5M | Buy |
11,901
+4,913
| +70% | +$2.68M | 0.06% | 237 |
|
|
2024
Q4 | $4M | Sell |
6,988
-2,918
| -29% | -$1.67M | 0.03% | 295 |
|
|
2024
Q3 | $4.9M | Buy |
9,906
+3,441
| +53% | +$1.7M | 0.04% | 265 |
|
|
2024
Q2 | $2.92M | Buy |
6,465
+972
| +18% | +$440K | 0.03% | 336 |
|
|
2024
Q1 | $2.29M | Buy |
5,493
+650
| +13% | +$272K | 0.02% | 402 |
|
|
2023
Q4 | $1.87M | Buy |
+4,843
| New | +$1.87M | 0.02% | 424 |
|
|
2023
Q2 | – | Sell |
-1,922
| Closed | -$629K | – | 926 |
|
|
2023
Q1 | $629K | Buy |
1,922
+455
| +31% | +$149K | ﹤0.01% | 679 |
|
|
2022
Q4 | $504K | Sell |
1,467
-18,220
| -93% | -$6.25M | ﹤0.01% | 755 |
|
|
2022
Q3 | $5.77M | Sell |
19,687
-3,176
| -14% | -$931K | 0.03% | 309 |
|
|
2022
Q2 | $6.79M | Buy |
22,863
+4,262
| +23% | +$1.27M | 0.04% | 301 |
|
|
2022
Q1 | $6.14M | Sell |
18,601
-1,142
| -6% | -$377K | 0.03% | 337 |
|
|
2021
Q4 | $7.55M | Buy |
19,743
+86
| +0.4% | +$32.9K | 0.03% | 316 |
|
|
2021
Q3 | $7.43M | Sell |
19,657
-347
| -2% | -$131K | 0.04% | 311 |
|
|
2021
Q2 | $7.59M | Buy |
20,004
+510
| +3% | +$194K | 0.04% | 313 |
|
|
2021
Q1 | $6.37M | Sell |
19,494
-889
| -4% | -$291K | 0.04% | 322 |
|
|
2020
Q4 | $5.38M | Buy |
20,383
+768
| +4% | +$203K | 0.03% | 343 |
|
|
2020
Q3 | $3.94M | Sell |
19,615
-188
| -0.9% | -$37.8K | 0.03% | 375 |
|
|
2020
Q2 | $3.91M | Sell |
19,803
-630
| -3% | -$125K | 0.03% | 400 |
|
|
2020
Q1 | $3.16M | Sell |
20,433
-1,742
| -8% | -$269K | 0.03% | 406 |
|
|
2019
Q4 | $5.1M | Sell |
22,175
-3,365
| -13% | -$774K | 0.03% | 417 |
|
|
2019
Q3 | $5.29M | Sell |
25,540
-55,212
| -68% | -$11.4M | 0.04% | 396 |
|
|
2019
Q2 | $16.5M | Buy |
80,752
+50
| +0.1% | +$10.2K | 0.11% | 204 |
|
|
2019
Q1 | $15.5M | Sell |
80,702
-664
| -0.8% | -$127K | 0.11% | 205 |
|
|
2018
Q4 | $13.6M | Sell |
81,366
-3,339
| -4% | -$558K | 0.11% | 199 |
|
|
2018
Q3 | $19M | Sell |
84,705
-1,752
| -2% | -$393K | 0.13% | 166 |
|
|
2018
Q2 | $19.1M | Sell |
86,457
-2,534
| -3% | -$559K | 0.14% | 156 |
|
|
2018
Q1 | $22.4M | Buy |
88,991
+5,544
| +7% | +$1.4M | 0.17% | 138 |
|
|
2017
Q4 | $21.4M | Sell |
83,447
-4,461
| -5% | -$1.14M | 0.17% | 142 |
|
|
2017
Q3 | $20.9M | Buy |
87,908
+6,514
| +8% | +$1.55M | 0.18% | 132 |
|
|
2017
Q2 | $18.1M | Buy |
81,394
+20,957
| +35% | +$4.65M | 0.16% | 143 |
|
|
2017
Q1 | $13.9M | Buy |
60,437
+793
| +1% | +$182K | 0.13% | 185 |
|
|
2016
Q4 | $14.3M | Sell |
59,644
-770
| -1% | -$184K | 0.14% | 166 |
|
|
2016
Q3 | $9.74M | Sell |
60,414
-6,320
| -9% | -$1.02M | 0.09% | 263 |
|
|
2016
Q2 | $9.94M | Sell |
66,734
-74
| -0.1% | -$11K | 0.1% | 238 |
|
|
2016
Q1 | $10.5M | Buy |
66,808
+925
| +1% | +$145K | 0.12% | 189 |
|
|
2015
Q4 | $11.9M | Sell |
65,883
-26,922
| -29% | -$4.85M | 0.14% | 170 |
|
|
2015
Q3 | $16.1M | Buy |
92,805
+7,638
| +9% | +$1.33M | 0.19% | 99 |
|
|
2015
Q2 | $17.8M | Buy |
85,167
+15,268
| +22% | +$3.19M | 0.21% | 111 |
|
|
2015
Q1 | $13.7M | Sell |
69,899
-346
| -0.5% | -$68K | 0.17% | 145 |
|
|
2014
Q4 | $13.6M | Buy |
70,245
+7,474
| +12% | +$1.45M | 0.2% | 125 |
|
|
2014
Q3 | $11.5M | Sell |
62,771
-1,096
| -2% | -$201K | 0.2% | 128 |
|
|
2014
Q2 | $10.7M | Buy |
63,867
+6,175
| +11% | +$1.03M | 0.2% | 133 |
|
|
2014
Q1 | $9.45M | Buy |
57,692
+5,403
| +10% | +$885K | 0.2% | 120 |
|
|
2013
Q4 | $9.27M | Sell |
52,289
-3,382
| -6% | -$600K | 0.32% | 91 |
|
|
2013
Q3 | $8.81M | Buy |
55,671
+1,456
| +3% | +$230K | 0.28% | 76 |
|
|
2013
Q2 | $8.2M | Buy |
+54,215
| New | +$8.2M | 0.22% | 125 |
|