BFG
Beacon Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
1,367
-159
| -10% | -$43.3K | 0.04% | 261 |
|
|
2025
Q1 | $410K | Buy |
1,526
+6
| +0.4% | +$1.61K | 0.04% | 239 |
|
|
2024
Q4 | $508K | Sell |
1,520
-131
| -8% | -$43.8K | 0.05% | 222 |
|
|
2024
Q3 | $452K | Sell |
1,651
-160
| -9% | -$43.8K | 0.05% | 225 |
|
|
2024
Q2 | $466K | Buy |
1,811
+153
| +9% | +$39.3K | 0.05% | 218 |
|
|
2024
Q1 | $499K | Buy |
1,658
+247
| +18% | +$74.4K | 0.06% | 216 |
|
|
2023
Q4 | $371K | Buy |
+1,411
| New | +$371K | 0.05% | 238 |
|
|
2023
Q3 | – | Sell |
-1,398
| Closed | -$294K | – | 234 |
|
|
2023
Q2 | $294K | Buy |
+1,398
| New | +$294K | 0.04% | 207 |
|