LPL Financial’s Grifois GRFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.82M | Buy |
226,631
+56,472
| +33% | +$498K | ﹤0.01% | 3612 |
|
|
2025
Q4 | $1.59M | Sell |
170,159
-53,432
| -24% | -$486K | ﹤0.01% | 3604 |
|
|
2025
Q3 | $2.23M | Buy |
223,591
+113,456
| +103% | +$1.13M | ﹤0.01% | 3216 |
|
|
2025
Q2 | $996K | Buy |
110,135
+13,955
| +15% | +$109K | ﹤0.01% | 3762 |
|
|
2025
Q1 | $684K | Buy |
96,180
+20,782
| +28% | +$157K | ﹤0.01% | 3871 |
|
|
2024
Q4 | $561K | Buy |
75,398
+15,067
| +25% | +$126K | ﹤0.01% | 4007 |
|
|
2024
Q3 | $536K | Buy |
60,331
+15,483
| +35% | +$126K | ﹤0.01% | 3937 |
|
|
2024
Q2 | $283K | Buy |
44,848
+3,202
| +8% | +$22.3K | ﹤0.01% | 4320 |
|
|
2024
Q1 | $278K | Buy |
+41,646
| New | +$325K | ﹤0.01% | 4258 |
|
|
2023
Q1 | – | Sell |
-29,406
| Closed | -$250K | – | 4526 |
|
|
2022
Q4 | $250K | Buy |
+29,406
| New | +$214K | ﹤0.01% | 3808 |
|
|
2022
Q3 | – | Sell |
-12,586
| Closed | -$150K | – | 4460 |
|
|
2022
Q2 | $150K | Buy |
+12,586
| New | +$150K | ﹤0.01% | 4026 |
|
|
2021
Q2 | – | Sell |
-17,045
| Closed | -$295K | – | 4258 |
|
|
2021
Q1 | $295K | Buy |
+17,045
| New | +$295K | ﹤0.01% | 3476 |
|
|
2016
Q4 | – | Sell |
-41,072
| Closed | -$643K | – | 2724 |
|
|
2016
Q3 | $643K | Sell |
41,072
-828
| -2% | -$13.6K | 0.01% | 1509 |
|
|
2016
Q2 | $693K | Buy |
+41,900
| New | +$659K | 0.01% | 1421 |
|
|
2015
Q4 | – | Sell |
-21,340
| Closed | -$338K | – | 3196 |
|
|
2015
Q3 | $338K | Buy |
+21,340
| New | +$339K | ﹤0.01% | 2107 |
|
|
2015
Q2 | – | Sell |
-50,086
| Closed | -$834K | – | 2900 |
|
|
2015
Q1 | $834K | Buy |
50,086
+742
| +2% | +$12.4K | ﹤0.01% | 1491 |
|
|
2014
Q4 | $839K | Buy |
49,344
+14,856
| +43% | +$256K | ﹤0.01% | 1434 |
|
|
2014
Q3 | $595K | Buy |
+34,488
| New | +$670K | ﹤0.01% | 1649 |
|
|
2014
Q1 | – | Sell |
-36,188
| Closed | -$654K | – | 2677 |
|
|
2013
Q4 | $654K | Buy |
+36,188
| New | +$580K | ﹤0.01% | 1541 |
|
Other funds holding GRFS
BIP
PIP
BCIM
AC
