AFG
Albion Financial Group’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.1M | Buy |
44,450
+20,145
| +83% | +$5.49M | 0.79% | 39 |
|
2025
Q1 | $6.52M | Buy |
24,305
+18,352
| +308% | +$4.92M | 0.46% | 54 |
|
2024
Q4 | $1.99M | Sell |
5,953
-1,866
| -24% | -$624K | 0.14% | 85 |
|
2024
Q3 | $2.14M | Sell |
7,819
-31
| -0.4% | -$8.49K | 0.15% | 78 |
|
2024
Q2 | $2.02M | Sell |
7,850
-41
| -0.5% | -$10.5K | 0.15% | 77 |
|
2024
Q1 | $2.38M | Buy |
7,891
+641
| +9% | +$193K | 0.18% | 74 |
|
2023
Q4 | $1.91M | Sell |
7,250
-23
| -0.3% | -$6.05K | 0.16% | 75 |
|
2023
Q3 | $1.47M | Buy |
7,273
+1,540
| +27% | +$312K | 0.14% | 83 |
|
2023
Q2 | $1.21M | Sell |
5,733
-1,114
| -16% | -$235K | 0.11% | 97 |
|
2023
Q1 | $1.37M | Buy |
6,847
+787
| +13% | +$157K | 0.13% | 92 |
|
2022
Q4 | $803K | Sell |
6,060
-492
| -8% | -$65.2K | 0.08% | 112 |
|
2022
Q3 | $942K | Buy |
6,552
+237
| +4% | +$34.1K | 0.1% | 105 |
|
2022
Q2 | $1.04M | Sell |
6,315
-170
| -3% | -$28.1K | 0.1% | 102 |
|
2022
Q1 | $1.38M | Buy |
6,485
+16
| +0.2% | +$3.4K | 0.12% | 99 |
|
2021
Q4 | $1.64M | Buy |
6,469
+79
| +1% | +$20.1K | 0.13% | 95 |
|
2021
Q3 | $1.73M | Buy |
6,390
+232
| +4% | +$62.9K | 0.15% | 92 |
|
2021
Q2 | $1.5M | Buy |
+6,158
| New | +$1.5M | 0.13% | 100 |
|
2020
Q4 | $1.02M | Buy |
4,565
+1,634
| +56% | +$364K | 0.1% | 107 |
|
2020
Q3 | $737K | Buy |
2,931
+410
| +16% | +$103K | 0.08% | 129 |
|
2020
Q2 | $472K | Buy |
2,521
+875
| +53% | +$164K | 0.06% | 148 |
|
2020
Q1 | $237K | Buy |
+1,646
| New | +$237K | 0.03% | 167 |
|