Greenleaf Trust’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $455K | Sell |
7,622
-414
| -5% | -$24.7K | ﹤0.01% | 514 |
|
2025
Q1 | $475K | Sell |
8,036
-424
| -5% | -$25K | ﹤0.01% | 516 |
|
2024
Q4 | $523K | Sell |
8,460
-354
| -4% | -$21.9K | ﹤0.01% | 494 |
|
2024
Q3 | $528K | Sell |
8,814
-112
| -1% | -$6.71K | ﹤0.01% | 501 |
|
2024
Q2 | $456K | Sell |
8,926
-295
| -3% | -$15.1K | ﹤0.01% | 506 |
|
2024
Q1 | $507K | Buy |
9,221
+577
| +7% | +$31.7K | ﹤0.01% | 477 |
|
2023
Q4 | $482K | Sell |
8,644
-1,181
| -12% | -$65.9K | 0.01% | 471 |
|
2023
Q3 | $408K | Sell |
9,825
-26
| -0.3% | -$1.08K | ﹤0.01% | 496 |
|
2023
Q2 | $417K | Sell |
9,851
-1,126
| -10% | -$47.7K | ﹤0.01% | 492 |
|
2023
Q1 | $477K | Buy |
10,977
+666
| +6% | +$28.9K | 0.01% | 471 |
|
2022
Q4 | $689K | Buy |
10,311
+556
| +6% | +$37.2K | 0.01% | 355 |
|
2022
Q3 | $694K | Sell |
9,755
-567
| -5% | -$40.3K | 0.01% | 315 |
|
2022
Q2 | $757K | Buy |
10,322
+59
| +0.6% | +$4.33K | 0.01% | 282 |
|
2022
Q1 | $928K | Sell |
10,263
-41
| -0.4% | -$3.71K | 0.01% | 264 |
|
2021
Q4 | $896K | Sell |
10,304
-24
| -0.2% | -$2.09K | 0.01% | 270 |
|
2021
Q3 | $831K | Sell |
10,328
-201
| -2% | -$16.2K | 0.01% | 263 |
|
2021
Q2 | $751K | Buy |
10,529
+138
| +1% | +$9.84K | 0.01% | 290 |
|
2021
Q1 | $745K | Buy |
10,391
+140
| +1% | +$10K | 0.01% | 270 |
|
2020
Q4 | $573K | Buy |
10,251
+239
| +2% | +$13.4K | 0.01% | 299 |
|
2020
Q3 | $383K | Buy |
10,012
+1,199
| +14% | +$45.9K | 0.01% | 351 |
|
2020
Q2 | $336K | Buy |
+8,813
| New | +$336K | 0.01% | 374 |
|
2019
Q4 | – | Sell |
-3,103
| Closed | -$205K | – | 558 |
|
2019
Q3 | $205K | Sell |
3,103
-502
| -14% | -$33.2K | ﹤0.01% | 519 |
|
2019
Q2 | $262K | Buy |
3,605
+714
| +25% | +$51.9K | ﹤0.01% | 438 |
|
2019
Q1 | $212K | Buy |
+2,891
| New | +$212K | ﹤0.01% | 486 |
|
2018
Q3 | – | Sell |
-2,872
| Closed | -$261K | – | 537 |
|
2018
Q2 | $261K | Buy |
+2,872
| New | +$261K | 0.01% | 414 |
|