Greenleaf Trust’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $551K | Buy |
11,033
+914
| +9% | +$45.6K | ﹤0.01% | 462 |
|
2025
Q1 | $335K | Buy |
10,119
+348
| +4% | +$11.5K | ﹤0.01% | 611 |
|
2024
Q4 | $375K | Sell |
9,771
-1,334
| -12% | -$51.2K | ﹤0.01% | 583 |
|
2024
Q3 | $371K | Buy |
11,105
+55
| +0.5% | +$1.84K | ﹤0.01% | 589 |
|
2024
Q2 | $326K | Buy |
11,050
+38
| +0.3% | +$1.12K | ﹤0.01% | 594 |
|
2024
Q1 | $315K | Sell |
11,012
-3,783
| -26% | -$108K | ﹤0.01% | 590 |
|
2023
Q4 | $340K | Sell |
14,795
-78
| -0.5% | -$1.79K | ﹤0.01% | 566 |
|
2023
Q3 | $302K | Buy |
14,873
+41
| +0.3% | +$834 | ﹤0.01% | 573 |
|
2023
Q2 | $309K | Sell |
14,832
-884
| -6% | -$18.4K | ﹤0.01% | 589 |
|
2023
Q1 | $273K | Sell |
15,716
-143
| -0.9% | -$2.48K | ﹤0.01% | 635 |
|
2022
Q4 | $256K | Buy |
15,859
+1,640
| +12% | +$26.5K | ﹤0.01% | 637 |
|
2022
Q3 | $179K | Buy |
+14,219
| New | +$179K | ﹤0.01% | 673 |
|