Avantax Advisory Services’s Greif GEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $333K | Buy |
5,124
+779
| +18% | +$50.6K | ﹤0.01% | 1832 |
|
2025
Q1 | $239K | Sell |
4,345
-398
| -8% | -$21.9K | ﹤0.01% | 1988 |
|
2024
Q4 | $290K | Sell |
4,743
-117
| -2% | -$7.15K | ﹤0.01% | 1801 |
|
2024
Q3 | $305K | Buy |
4,860
+4
| +0.1% | +$251 | ﹤0.01% | 1736 |
|
2024
Q2 | $279K | Buy |
4,856
+1,471
| +43% | +$84.5K | ﹤0.01% | 1740 |
|
2024
Q1 | $234K | Sell |
3,385
-707
| -17% | -$48.8K | ﹤0.01% | 1452 |
|
2023
Q4 | $268K | Sell |
4,092
-353
| -8% | -$23.2K | ﹤0.01% | 1299 |
|
2023
Q3 | $297K | Buy |
4,445
+174
| +4% | +$11.6K | ﹤0.01% | 1203 |
|
2023
Q2 | $294K | Buy |
+4,271
| New | +$294K | ﹤0.01% | 1198 |
|