AE Wealth Management’s Greif Class B GEF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
3,779
-194
| -5% | -$13.4K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $236K | Sell |
3,973
-155
| -4% | -$9.19K | ﹤0.01% | 1209 |
|
|
2024
Q4 | $280K | Sell |
4,128
-314
| -7% | -$21.3K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $310K | Sell |
4,442
-45
| -1% | -$3.14K | ﹤0.01% | 1019 |
|
|
2024
Q2 | $280K | Sell |
4,487
-124
| -3% | -$7.75K | ﹤0.01% | 1051 |
|
|
2024
Q1 | $321K | Sell |
4,611
-305
| -6% | -$21.2K | ﹤0.01% | 940 |
|
|
2023
Q4 | $320K | Sell |
4,916
-31
| -0.6% | -$2.02K | ﹤0.01% | 1665 |
|
|
2023
Q3 | $329K | Sell |
4,947
-622
| -11% | -$41.4K | ﹤0.01% | 1573 |
|
|
2023
Q2 | $430K | Sell |
5,569
-108
| -2% | -$8.34K | ﹤0.01% | 1460 |
|
|
2023
Q1 | $434K | Sell |
5,677
-103
| -2% | -$7.88K | ﹤0.01% | 1411 |
|
|
2022
Q4 | $452K | Sell |
5,780
-1,593
| -22% | -$125K | ﹤0.01% | 1353 |
|
|
2022
Q3 | $448K | Sell |
7,373
-1,090
| -13% | -$66.2K | ﹤0.01% | 1313 |
|
|
2022
Q2 | $527K | Sell |
8,463
-95
| -1% | -$5.92K | ﹤0.01% | 1173 |
|
|
2022
Q1 | $546K | Buy |
8,558
+8
| +0.1% | +$510 | ﹤0.01% | 1192 |
|
|
2021
Q4 | $511K | Buy |
8,550
+103
| +1% | +$6.16K | ﹤0.01% | 1240 |
|
|
2021
Q3 | $547K | Sell |
8,447
-33
| -0.4% | -$2.14K | ﹤0.01% | 1136 |
|
|
2021
Q2 | $500K | Buy |
+8,480
| New | +$500K | ﹤0.01% | 1138 |
|