Greenleaf Trust’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Sell |
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|
2025
Q2 | $1.89M | Sell |
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|
2025
Q1 | $1.99M | Sell |
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|
2024
Q4 | $2.18M | Sell |
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|
2024
Q3 | $2.09M | Buy |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $322K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $228K | Sell |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $345K | Sell |
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|
2013
Q3 | $431K | Hold |
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|
2013
Q2 | $403K | Buy |
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