BankPlus Wealth Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$617K	Buy	2,264 +42	+2%	+$11.5K	0.41%	47
2025 Q1	$596K	Buy	2,222 +28	+1%	+$7.52K	0.44%	44
2024 Q4	$734K	Buy	+2,194	New	+$734K	0.55%	34