Summit Financial, LLC Goldman Sachs Group Inc Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Summit Financial, LLC holds 15,991 shares of GS stock, worth $12.4 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

15,991

Previous 7,330 118.16%

Holding current value

$12.4 Million

Previous $5.19 Million 145.5%

% of portfolio

0.21%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$696.56 - $806.32 $6.03 Million - $6.98 Million	8,661 Added 118.16%	15,991 $12.7 Million
Q2 2025 Aug 13, 2025	BUY	$462.22 - $707.75 $636,014 - $973,864	1,376 Added 23.11%	7,330 $5.19 Million
Q1 2025 May 14, 2025	BUY	$524.81 - $672.19 $1.53 Million - $1.96 Million	2,912 Added 95.73%	5,954 $3.25 Million
Q4 2024 Feb 12, 2025	BUY	$486.1 - $608.57 $122,011 - $152,751	251 Added 8.99%	3,042 $1.74 Million
Q3 2024 Nov 12, 2024	SELL	$459.02 - $510.25 $32,131 - $35,717	-70 Reduced 2.45%	2,791 $1.38 Million

Q2 2024 Jul 31, 2024	BUY	$389.49 - $470.41 $667,585 - $806,282	1,714 Added 149.43%	2,861 $1.29 Million
Q1 2024 Apr 24, 2024	SELL	$376.91 - $417.69 $132,295 - $146,609	-351 Reduced 23.43%	1,147 $479,000
Q4 2023 Feb 05, 2024	BUY	$289.91 - $386.41 $32,759 - $43,664	113 Added 8.16%	1,498 $577,000
Q3 2023 Nov 07, 2023	SELL	$313.0 - $358.93 $3,443 - $3,948	-11 Reduced 0.79%	1,385 $448,000
Q2 2023 Aug 11, 2023	BUY	$312.36 - $343.96 $45,916 - $50,562	147 Added 11.77%	1,396 $450,000
Q1 2023 May 03, 2023	BUY	$303.54 - $375.1 $12,748 - $15,754	42 Added 3.48%	1,249 $408,000
Q4 2022 Feb 07, 2023	SELL	$293.4 - $388.86 $396,970 - $526,127	-1,353 Reduced 52.85%	1,207 $414,000
Q3 2022 Nov 15, 2022	BUY	$19.27 - $342.58 $7,842 - $139,430	407 Added 18.9%	2,560 $750 Million
Q2 2022 Aug 12, 2022	BUY	$279.79 - $341.06 $74,424 - $90,721	266 Added 14.1%	2,153 $639,000
Q1 2022 May 10, 2022	SELL	$321.37 - $407.48 $34,707 - $44,007	-108 Reduced 5.41%	1,887 $622,000
Q4 2021 Feb 07, 2022	BUY	$371.61 - $423.85 $418,061 - $476,831	1,125 Added 129.31%	1,995 $763,000
Q3 2021 Nov 08, 2021	BUY	$354.72 - $419.69 $97,193 - $114,995	274 Added 45.97%	870 $328,000
Q2 2021 Aug 06, 2021	BUY	$323.54 - $391.45 $192,829 - $233,304	596 New	596 $226,000

Others Institutions Holding GS

# of Institutions

3,111

Shares Held

218M

Call Options Held

8.83M

Put Options Held

10.9M

View Full List

About GOLDMAN SACHS GROUP INC

Ticker GS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 341,356,000
Market Cap $265B
Description
The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through four segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The company's Investment Banking segment pr...

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Summit Financial, LLC Goldman Sachs Group Inc Transaction History