Creative Planning’s Greif GEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
13,338
+6,407
| +92% | +$416K | ﹤0.01% | 1976 |
|
|
2025
Q1 | $381K | Sell |
6,931
-4,691
| -40% | -$258K | ﹤0.01% | 2541 |
|
|
2024
Q4 | $710K | Buy |
11,622
+2,016
| +21% | +$123K | ﹤0.01% | 1907 |
|
|
2024
Q3 | $602K | Sell |
9,606
-654
| -6% | -$41K | ﹤0.01% | 1942 |
|
|
2024
Q2 | $590K | Buy |
10,260
+1,448
| +16% | +$83.2K | ﹤0.01% | 1812 |
|
|
2024
Q1 | $608K | Sell |
8,812
-1,120
| -11% | -$77.3K | ﹤0.01% | 1696 |
|
|
2023
Q4 | $651K | Buy |
9,932
+507
| +5% | +$33.3K | ﹤0.01% | 1511 |
|
|
2023
Q3 | $630K | Sell |
9,425
-14
| -0.1% | -$935 | ﹤0.01% | 1408 |
|
|
2023
Q2 | $650K | Buy |
9,439
+928
| +11% | +$63.9K | ﹤0.01% | 1387 |
|
|
2023
Q1 | $539K | Sell |
8,511
-88
| -1% | -$5.58K | ﹤0.01% | 1413 |
|
|
2022
Q4 | $577K | Buy |
8,599
+985
| +13% | +$66.1K | ﹤0.01% | 1349 |
|
|
2022
Q3 | $454K | Buy |
7,614
+449
| +6% | +$26.8K | ﹤0.01% | 1385 |
|
|
2022
Q2 | $447K | Buy |
7,165
+83
| +1% | +$5.18K | ﹤0.01% | 1373 |
|
|
2022
Q1 | $461K | Sell |
7,082
-325
| -4% | -$21.2K | ﹤0.01% | 1363 |
|
|
2021
Q4 | $447K | Buy |
7,407
+2,500
| +51% | +$151K | ﹤0.01% | 1382 |
|
|
2021
Q3 | $317K | Buy |
+4,907
| New | +$317K | ﹤0.01% | 1555 |
|
|
2017
Q4 | – | Sell |
-3,446
| Closed | -$202K | – | 1918 |
|
|
2017
Q3 | $202K | Buy |
3,446
+3,035
| +738% | +$178K | ﹤0.01% | 1587 |
|
|
2017
Q2 | $23K | Sell |
411
-94
| -19% | -$5.26K | ﹤0.01% | 3058 |
|
|
2017
Q1 | $28K | Buy |
505
+44
| +10% | +$2.44K | ﹤0.01% | 2857 |
|
|
2016
Q4 | $24K | Buy |
461
+4
| +0.9% | +$208 | ﹤0.01% | 2922 |
|
|
2016
Q3 | $23K | Buy |
457
+357
| +357% | +$18K | ﹤0.01% | 2935 |
|
|
2016
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 3664 |
|
|
2014
Q3 | – | Sell |
-67
| Closed | -$4K | – | 3909 |
|
|
2014
Q2 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 3212 |
|