AFA
Arlington Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
15,558
+307
| +2% | +$83.7K | 0.69% | 39 |
|
|
2025
Q1 | $4.09M | Buy |
15,251
+53
| +0.3% | +$14.2K | 0.72% | 38 |
|
|
2024
Q4 | $5.08M | Sell |
15,198
-57
| -0.4% | -$19.1K | 1.01% | 30 |
|
|
2024
Q3 | $4.18M | Buy |
15,255
+248
| +2% | +$67.9K | 0.86% | 33 |
|
|
2024
Q2 | $3.86M | Sell |
15,007
-92
| -0.6% | -$23.7K | 0.85% | 30 |
|
|
2024
Q1 | $4.55M | Sell |
15,099
-1,147
| -7% | -$345K | 1% | 25 |
|
|
2023
Q4 | $4.27M | Buy |
16,246
+14
| +0.1% | +$3.68K | 1.28% | 25 |
|
|
2023
Q3 | $3.29M | Sell |
16,232
-83
| -0.5% | -$16.8K | 1.17% | 27 |
|
|
2023
Q2 | $3.45M | Buy |
16,315
+84
| +0.5% | +$17.7K | 1.26% | 25 |
|
|
2023
Q1 | $3.24M | Buy |
16,231
+2,672
| +20% | +$534K | 1.25% | 23 |
|
|
2022
Q4 | $1.8M | Sell |
13,559
-1,987
| -13% | -$263K | 0.76% | 30 |
|
|
2022
Q3 | $2.24M | Sell |
15,546
-440
| -3% | -$63.3K | 1.14% | 28 |
|
|
2022
Q2 | $2.64M | Buy |
15,986
+608
| +4% | +$100K | 1.19% | 28 |
|
|
2022
Q1 | $3.27M | Buy |
15,378
+1,009
| +7% | +$214K | 1.24% | 27 |
|
|
2021
Q4 | $3.65M | Sell |
14,369
-44
| -0.3% | -$11.2K | 1.24% | 25 |
|
|
2021
Q3 | $3.91M | Sell |
14,413
-142
| -1% | -$38.5K | 1.53% | 19 |
|
|
2021
Q2 | $3.56M | Buy |
14,555
+949
| +7% | +$232K | 1.35% | 24 |
|
|
2021
Q1 | $2.88M | Buy |
13,606
+227
| +2% | +$48.1K | 1.17% | 29 |
|
|
2020
Q4 | $2.98M | Buy |
13,379
+161
| +1% | +$35.8K | 1.26% | 25 |
|
|
2020
Q3 | $3.32M | Buy |
13,218
+122
| +0.9% | +$30.7K | 1.7% | 18 |
|
|
2020
Q2 | $2.45M | Buy |
13,096
+1,722
| +15% | +$323K | 1.39% | 23 |
|
|
2020
Q1 | $1.64M | Buy |
+11,374
| New | +$1.64M | 1.17% | 26 |
|