BFEC
Benjamin F. Edwards & Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.8M | Sell |
42,148
-4,453
| -10% | -$1.14M | 0.19% | 140 |
|
|
2024
Q1 | $14M | Buy |
46,601
+1,880
| +4% | +$566K | 0.25% | 110 |
|
|
2023
Q4 | $11.8M | Buy |
44,721
+10,247
| +30% | +$2.7M | 0.24% | 116 |
|
|
2023
Q3 | $6.99M | Buy |
34,474
+5,327
| +18% | +$1.08M | 0.27% | 86 |
|
|
2023
Q2 | $6.16M | Sell |
29,147
-129
| -0.4% | -$27.3K | 0.23% | 93 |
|
|
2023
Q1 | $5.85M | Buy |
29,276
+1,291
| +5% | +$258K | 0.24% | 91 |
|
|
2022
Q4 | $3.71M | Buy |
27,985
+1,148
| +4% | +$152K | 0.17% | 132 |
|
|
2022
Q3 | $3.86M | Buy |
26,837
+1,594
| +6% | +$229K | 0.19% | 116 |
|
|
2022
Q2 | $4.17M | Buy |
25,243
+3,821
| +18% | +$631K | 0.2% | 120 |
|
|
2022
Q1 | $4.55M | Sell |
21,422
-1,655
| -7% | -$351K | 0.2% | 111 |
|
|
2021
Q4 | $5.87M | Sell |
23,077
-134
| -0.6% | -$34.1K | 0.26% | 85 |
|
|
2021
Q3 | $6.3M | Buy |
23,211
+562
| +2% | +$152K | 0.32% | 76 |
|
|
2021
Q2 | $5.53M | Buy |
22,649
+1,363
| +6% | +$333K | 0.28% | 84 |
|
|
2021
Q1 | $4.51M | Buy |
21,286
+1,435
| +7% | +$304K | 0.24% | 98 |
|
|
2020
Q4 | $4.42M | Buy |
19,851
+979
| +5% | +$218K | 0.26% | 92 |
|
|
2020
Q3 | $4.74M | Buy |
18,872
+450
| +2% | +$113K | 0.32% | 73 |
|
|
2020
Q2 | $3.45M | Buy |
18,422
+531
| +3% | +$99.5K | 0.25% | 99 |
|
|
2020
Q1 | $2.58M | Buy |
17,891
+3,383
| +23% | +$487K | 0.22% | 115 |
|
|
2019
Q4 | $2.36M | Buy |
14,508
+2,115
| +17% | +$344K | 0.17% | 155 |
|
|
2019
Q3 | $1.84M | Buy |
12,393
+5,011
| +68% | +$744K | 0.14% | 173 |
|
|
2019
Q2 | $1.12M | Buy |
7,382
+664
| +10% | +$101K | 0.09% | 223 |
|
|
2019
Q1 | $1.06M | Buy |
6,718
+2,097
| +45% | +$332K | 0.1% | 223 |
|
|
2018
Q4 | $633K | Sell |
4,621
-139
| -3% | -$19K | 0.07% | 270 |
|
|
2018
Q3 | $757K | Sell |
4,760
-2,567
| -35% | -$408K | 0.07% | 266 |
|
|
2018
Q2 | $999K | Buy |
7,327
+2,347
| +47% | +$320K | 0.1% | 219 |
|
|
2018
Q1 | $579K | Buy |
4,980
+568
| +13% | +$66K | 0.06% | 301 |
|
|
2017
Q4 | $451K | Buy |
4,412
+1,257
| +40% | +$128K | 0.05% | 330 |
|
|
2017
Q3 | $295K | Sell |
3,155
-48
| -1% | -$4.49K | 0.04% | 364 |
|
|
2017
Q2 | $277K | Buy |
3,203
+149
| +5% | +$12.9K | 0.04% | 358 |
|
|
2017
Q1 | $252K | Buy |
3,054
+1,194
| +64% | +$98.5K | 0.04% | 369 |
|
|
2016
Q4 | $127K | Buy |
1,860
+632
| +51% | +$43.2K | 0.02% | 457 |
|
|
2016
Q3 | $88K | Buy |
1,228
+50
| +4% | +$3.58K | 0.02% | 456 |
|
|
2016
Q2 | $94K | Buy |
1,178
+15
| +1% | +$1.2K | 0.02% | 423 |
|
|
2016
Q1 | $86K | Buy |
1,163
+100
| +9% | +$7.4K | 0.02% | 418 |
|
|
2015
Q4 | $83K | Buy |
1,063
+100
| +10% | +$7.81K | 0.02% | 438 |
|
|
2015
Q3 | $67K | Sell |
963
-100
| -9% | -$6.96K | 0.01% | 471 |
|
|
2015
Q2 | $74K | Buy |
1,063
+102
| +11% | +$7.1K | 0.01% | 517 |
|
|
2015
Q1 | $64K | Sell |
961
-387
| -29% | -$25.8K | 0.01% | 521 |
|
|
2014
Q4 | $80K | Hold |
1,348
| – | – | 0.02% | 429 |
|
|
2014
Q3 | $78K | Sell |
1,348
-300
| -18% | -$17.4K | 0.02% | 438 |
|
|
2014
Q2 | $96K | Buy |
1,648
+800
| +94% | +$46.6K | 0.02% | 391 |
|
|
2014
Q1 | $48K | Sell |
848
-400
| -32% | -$22.6K | 0.01% | 455 |
|
|
2013
Q4 | $69K | Buy |
1,248
+800
| +179% | +$44.2K | 0.02% | 384 |
|
|
2013
Q3 | $23K | Hold |
448
| – | – | 0.01% | 487 |
|
|
2013
Q2 | $17K | Buy |
+448
| New | +$17K | 0.01% | 487 |
|