Vantage Financial Partners (Illinois)’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.35M | Sell |
2,975
-1,112
| -27% | -$503K | 0.33% | 49 |
|
2024
Q1 | $1.71M | Sell |
4,087
-50
| -1% | -$20.9K | 0.45% | 39 |
|
2023
Q4 | $1.6M | Sell |
4,137
-25
| -0.6% | -$9.64K | 0.49% | 38 |
|
2023
Q3 | $1.35M | Sell |
4,162
-100
| -2% | -$32.4K | 0.77% | 27 |
|
2023
Q2 | $1.37M | Hold |
4,262
| – | – | 0.76% | 29 |
|
2023
Q1 | $1.39M | Sell |
4,262
-250
| -6% | -$81.8K | 0.82% | 28 |
|
2022
Q4 | $1.55M | Sell |
4,512
-13
| -0.3% | -$4.46K | 0.89% | 24 |
|
2022
Q3 | $1.33M | Buy |
4,525
+200
| +5% | +$58.6K | 0.86% | 26 |
|
2022
Q2 | $1.29M | Buy |
4,325
+250
| +6% | +$74.3K | 0.76% | 27 |
|
2022
Q1 | $1.35M | Buy |
4,075
+450
| +12% | +$149K | 0.7% | 29 |
|
2021
Q4 | $1.39M | Sell |
3,625
-250
| -6% | -$95.7K | 0.7% | 25 |
|
2021
Q3 | $1.47M | Sell |
3,875
-75
| -2% | -$28.4K | 0.78% | 22 |
|
2021
Q2 | $1.5M | Buy |
3,950
+200
| +5% | +$75.9K | 0.84% | 22 |
|
2021
Q1 | $1.23M | Buy |
3,750
+550
| +17% | +$180K | 0.69% | 28 |
|
2020
Q4 | $844K | Buy |
3,200
+200
| +7% | +$52.8K | 0.49% | 38 |
|
2020
Q3 | $603K | Buy |
3,000
+1,250
| +71% | +$251K | 0.37% | 45 |
|
2020
Q2 | $346K | Hold |
1,750
| – | – | 0.22% | 53 |
|
2020
Q1 | $271K | Hold |
1,750
| – | – | 0.2% | 55 |
|
2019
Q4 | $402K | Sell |
1,750
-1,600
| -48% | -$368K | 0.24% | 55 |
|
2019
Q3 | $694K | Hold |
3,350
| – | – | 0.46% | 32 |
|
2019
Q2 | $685K | Hold |
3,350
| – | – | 0.44% | 33 |
|
2019
Q1 | $643K | Hold |
3,350
| – | – | 0.42% | 33 |
|
2018
Q4 | $560K | Hold |
3,350
| – | – | 0.41% | 37 |
|
2018
Q3 | $751K | Hold |
3,350
| – | – | 0.48% | 32 |
|
2018
Q2 | $739K | Buy |
3,350
+950
| +40% | +$210K | 0.49% | 31 |
|
2018
Q1 | $604K | Buy |
+2,400
| New | +$604K | 0.41% | 31 |
|
2017
Q4 | – | Sell |
-10,300
| Closed | -$466K | – | 79 |
|
2017
Q3 | $466K | Buy |
+10,300
| New | +$466K | 0.33% | 42 |
|