AFG
ABLE Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+755
| New | +$206K | 0.05% | 201 |
|
|
2025
Q1 | – | Sell |
-748
| Closed | -$250K | – | 200 |
|
|
2024
Q4 | $250K | Sell |
748
-29
| -4% | -$9.69K | 0.07% | 167 |
|
|
2024
Q3 | $213K | Buy |
+777
| New | +$213K | 0.07% | 181 |
|
|
2024
Q2 | – | Sell |
-850
| Closed | -$256K | – | 173 |
|
|
2024
Q1 | $256K | Buy |
850
+65
| +8% | +$19.6K | 0.1% | 135 |
|
|
2023
Q4 | $207K | Buy |
+785
| New | +$207K | 0.09% | 143 |
|