Creative Planning’s Grifois GRFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Sell |
14,273
-515
| -3% | -$4.66K | ﹤0.01% | 3360 |
|
|
2025
Q1 | $105K | Buy |
14,788
+397
| +3% | +$2.82K | ﹤0.01% | 3235 |
|
|
2024
Q4 | $107K | Sell |
14,391
-2,928
| -17% | -$21.8K | ﹤0.01% | 3135 |
|
|
2024
Q3 | $154K | Buy |
17,319
+3,614
| +26% | +$32.1K | ﹤0.01% | 2924 |
|
|
2024
Q2 | $86.4K | Sell |
13,705
-1,103
| -7% | -$6.95K | ﹤0.01% | 2852 |
|
|
2024
Q1 | $98.9K | Sell |
14,808
-2,428
| -14% | -$16.2K | ﹤0.01% | 2699 |
|
|
2023
Q4 | $199K | Sell |
17,236
-2,873
| -14% | -$33.2K | ﹤0.01% | 2430 |
|
|
2023
Q3 | $184K | Buy |
20,109
+615
| +3% | +$5.62K | ﹤0.01% | 2254 |
|
|
2023
Q2 | $179K | Buy |
19,494
+6,123
| +46% | +$56.1K | ﹤0.01% | 2230 |
|
|
2023
Q1 | $98.5K | Buy |
13,371
+1,284
| +11% | +$9.46K | ﹤0.01% | 2247 |
|
|
2022
Q4 | $103K | Sell |
12,087
-585
| -5% | -$4.97K | ﹤0.01% | 2130 |
|
|
2022
Q3 | $78K | Buy |
12,672
+1,719
| +16% | +$10.6K | ﹤0.01% | 2046 |
|
|
2022
Q2 | $130K | Buy |
10,953
+286
| +3% | +$3.4K | ﹤0.01% | 1932 |
|
|
2022
Q1 | $125K | Buy |
10,667
+398
| +4% | +$4.66K | ﹤0.01% | 1960 |
|
|
2021
Q4 | $115K | Sell |
10,269
-6,121
| -37% | -$68.5K | ﹤0.01% | 1941 |
|
|
2021
Q3 | $239K | Sell |
16,390
-27,160
| -62% | -$396K | ﹤0.01% | 1735 |
|
|
2021
Q2 | $756K | Sell |
43,550
-55,528
| -56% | -$964K | ﹤0.01% | 1061 |
|
|
2021
Q1 | $1.71M | Sell |
99,078
-88,312
| -47% | -$1.53M | ﹤0.01% | 781 |
|
|
2020
Q4 | $3.46M | Buy |
+187,390
| New | +$3.46M | 0.01% | 464 |
|
|
2017
Q3 | – | Sell |
-1,022
| Closed | -$22K | – | 2576 |
|
|
2017
Q2 | $22K | Sell |
1,022
-1,277
| -56% | -$27.5K | ﹤0.01% | 3086 |
|
|
2017
Q1 | $43K | Buy |
2,299
+1,043
| +83% | +$19.5K | ﹤0.01% | 2570 |
|
|
2016
Q4 | $20K | Buy |
1,256
+80
| +7% | +$1.27K | ﹤0.01% | 3048 |
|
|
2016
Q3 | $19K | Buy |
1,176
+892
| +314% | +$14.4K | ﹤0.01% | 3052 |
|
|
2016
Q2 | $5K | Buy |
284
+66
| +30% | +$1.16K | ﹤0.01% | 3572 |
|
|
2016
Q1 | $3K | Sell |
218
-100
| -31% | -$1.38K | ﹤0.01% | 3735 |
|
|
2015
Q4 | $5K | Buy |
318
+200
| +169% | +$3.15K | ﹤0.01% | 3607 |
|
|
2015
Q3 | $2K | Buy |
+118
| New | +$2K | ﹤0.01% | 3862 |
|
|
2015
Q2 | – | Sell |
-318
| Closed | -$5K | – | 1776 |
|
|
2015
Q1 | $5K | Hold |
318
| – | – | ﹤0.01% | 3465 |
|
|
2014
Q4 | $5K | Sell |
318
-964
| -75% | -$15.2K | ﹤0.01% | 3419 |
|
|
2014
Q3 | $23K | Buy |
1,282
+1,264
| +7,022% | +$22.7K | ﹤0.01% | 2424 |
|
|
2014
Q2 | $0 | Sell |
18
-280
| -94% | – | ﹤0.01% | 3716 |
|
|
2014
Q1 | $6K | Buy |
298
+280
| +1,556% | +$5.64K | ﹤0.01% | 2930 |
|
|
2013
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 3372 |
|
|
2013
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 3264 |
|
|
2013
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 3088 |
|