Greenleaf Trust’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Hold |
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|
2025
Q2 | $228K | Sell |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $195K | Buy |
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|
2024
Q3 | $177K | Hold |
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|
2024
Q2 | $156K | Buy |
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|
2024
Q1 | $138K | Buy |
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|
2023
Q4 | $102K | Sell |
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|
2023
Q3 | $101K | Buy |
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|
2023
Q2 | $102K | Hold |
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|
2023
Q1 | $93K | Hold |
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|
2022
Q4 | $101K | Hold |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $98K | Sell |
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|
2022
Q1 | $104K | Buy |
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|
2021
Q4 | $134K | Hold |
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|
2021
Q3 | $134K | Hold |
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|
2021
Q2 | $125K | Hold |
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|
2021
Q1 | $132K | Sell |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $99K | Sell |
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|
2020
Q1 | $105K | Buy |
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|
2019
Q4 | $135K | Sell |
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|
2019
Q3 | $132K | Sell |
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|
2019
Q2 | $179K | Buy |
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|
2019
Q1 | $180K | Buy |
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|
2018
Q4 | $96K | Sell |
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|
2018
Q3 | $120K | Sell |
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|
2018
Q2 | $136K | Buy |
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|
2018
Q1 | $142K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $131K | Buy |
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