United Capital Financial Advisors’s Grifois GRFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,657
| Closed | -$79.3K | – | 1086 |
|
|
2024
Q4 | $79.3K | Sell |
10,657
-1,597
| -13% | -$13.3K | ﹤0.01% | 1048 |
|
|
2024
Q3 | $109K | Buy |
+12,254
| New | +$99.8K | ﹤0.01% | 1031 |
|
|
2021
Q4 | – | Sell |
-23,148
| Closed | -$338K | – | 1222 |
|
|
2021
Q3 | $338K | Sell |
23,148
-1,391
| -6% | -$21K | ﹤0.01% | 968 |
|
|
2021
Q2 | $426K | Sell |
24,539
-512,630
| -95% | -$9.18M | ﹤0.01% | 912 |
|
|
2021
Q1 | $9.29M | Sell |
537,169
-42,341
| -7% | -$732K | 0.05% | 272 |
|
|
2020
Q4 | $10.7M | Sell |
579,510
-45,280
| -7% | -$839K | 0.06% | 248 |
|
|
2020
Q3 | $10.8M | Sell |
624,790
-135,376
| -18% | -$2.39M | 0.07% | 236 |
|
|
2020
Q2 | $13.9M | Buy |
760,166
+4,072
| +0.5% | +$80.8K | 0.1% | 204 |
|
|
2020
Q1 | $15.2M | Sell |
756,094
-12,708
| -2% | -$285K | 0.13% | 178 |
|
|
2019
Q4 | $17.9M | Buy |
768,802
+36,507
| +5% | +$795K | 0.12% | 219 |
|
|
2019
Q3 | $14.7M | Buy |
732,295
+3,198
| +0.4% | +$68.6K | 0.1% | 235 |
|
|
2019
Q2 | $15M | Buy |
729,097
+32,611
| +5% | +$622K | 0.1% | 227 |
|
|
2019
Q1 | $14M | Buy |
696,486
+24,578
| +4% | +$470K | 0.1% | 233 |
|
|
2018
Q4 | $12.3M | Sell |
671,908
-66,891
| -9% | -$1.33M | 0.1% | 223 |
|
|
2018
Q3 | $15.8M | Buy |
738,799
+584,139
| +378% | +$12.3M | 0.11% | 208 |
|
|
2018
Q2 | $3.33M | Buy |
154,660
+3,485
| +2% | +$76.1K | 0.02% | 490 |
|
|
2018
Q1 | $3.21M | Buy |
151,175
+114,929
| +317% | +$2.62M | 0.02% | 484 |
|
|
2017
Q4 | $831K | Buy |
36,246
+5,552
| +18% | +$123K | 0.01% | 838 |
|
|
2017
Q3 | $672K | Buy |
30,694
+6,099
| +25% | +$127K | 0.01% | 881 |
|
|
2017
Q2 | $520K | Buy |
+24,595
| New | +$515K | ﹤0.01% | 913 |
|
|
2015
Q2 | – | Sell |
-83,600
| Closed | -$1.33M | – | 1279 |
|
|
2015
Q1 | $1.33M | Buy |
83,600
+22,222
| +36% | +$372K | 0.02% | 664 |
|
|
2014
Q4 | $1.04M | Buy |
61,378
+15,496
| +34% | +$267K | 0.02% | 640 |
|
|
2014
Q3 | $806K | Buy |
45,882
+20,322
| +80% | +$395K | 0.01% | 667 |
|
|
2014
Q2 | $563K | Buy |
+25,560
| New | +$535K | 0.01% | 663 |
|
Other funds holding GRFS
BIP
PIP
BCIM
AC
SCM
