JFS Wealth Advisors’s Greif GEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.27K | Buy |
81
+7
| +9% | +$455 | ﹤0.01% | 1066 |
|
2025
Q1 | $4.07K | Hold |
74
| – | – | ﹤0.01% | 1208 |
|
2024
Q4 | $4.52K | Hold |
74
| – | – | ﹤0.01% | 1163 |
|
2024
Q3 | $4.64K | Sell |
74
-636
| -90% | -$39.9K | ﹤0.01% | 1148 |
|
2024
Q2 | $40.8K | Sell |
710
-144
| -17% | -$8.28K | ﹤0.01% | 454 |
|
2024
Q1 | $59K | Buy |
854
+6
| +0.7% | +$414 | ﹤0.01% | 400 |
|
2023
Q4 | $55.6K | Buy |
848
+9
| +1% | +$590 | ﹤0.01% | 387 |
|
2023
Q3 | $56.1K | Buy |
839
+6
| +0.7% | +$401 | 0.01% | 361 |
|
2023
Q2 | $57.4K | Buy |
833
+6
| +0.7% | +$414 | 0.01% | 357 |
|
2023
Q1 | $52.4K | Sell |
827
-7
| -0.8% | -$444 | ﹤0.01% | 368 |
|
2022
Q4 | $55.9K | Buy |
834
+801
| +2,427% | +$53.7K | 0.01% | 351 |
|
2022
Q3 | $2K | Buy |
33
+3
| +10% | +$182 | ﹤0.01% | 1323 |
|
2022
Q2 | $2K | Buy |
30
+10
| +50% | +$667 | ﹤0.01% | 1324 |
|
2022
Q1 | $1K | Buy |
20
+11
| +122% | +$550 | ﹤0.01% | 1643 |
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1366 |
|