SFS
Summit Financial Strategies’s Greif GEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
4,563
| – | – | 0.03% | 122 |
|
|
2025
Q1 | $251K | Hold |
4,563
| – | – | 0.03% | 123 |
|
|
2024
Q4 | $279K | Sell |
4,563
-330
| -7% | -$20.2K | 0.03% | 115 |
|
|
2024
Q3 | $307K | Hold |
4,893
| – | – | 0.03% | 118 |
|
|
2024
Q2 | $281K | Hold |
4,893
| – | – | 0.04% | 113 |
|
|
2024
Q1 | $338K | Hold |
4,893
| – | – | 0.05% | 103 |
|
|
2023
Q4 | $321K | Hold |
4,893
| – | – | 0.05% | 107 |
|
|
2023
Q3 | $327K | Hold |
4,893
| – | – | 0.06% | 93 |
|
|
2023
Q2 | $337K | Hold |
4,893
| – | – | 0.06% | 90 |
|
|
2023
Q1 | $310K | Hold |
4,893
| – | – | 0.06% | 93 |
|
|
2022
Q4 | $328K | Hold |
4,893
| – | – | 0.07% | 85 |
|
|
2022
Q3 | $291K | Hold |
4,893
| – | – | 0.07% | 92 |
|
|
2022
Q2 | $305K | Hold |
4,893
| – | – | 0.07% | 84 |
|
|
2022
Q1 | $318K | Buy |
4,893
+654
| +15% | +$42.5K | 0.06% | 84 |
|
|
2021
Q4 | $256K | Hold |
4,239
| – | – | 0.05% | 103 |
|
|
2021
Q3 | $274K | Hold |
4,239
| – | – | 0.05% | 97 |
|
|
2021
Q2 | $257K | Buy |
+4,239
| New | +$257K | 0.05% | 103 |
|