CNBTD
Citizens National Bank Trust Department’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
2,575
+633
| +33% | +$173K | 0.14% | 118 |
|
|
2025
Q1 | $521K | Buy |
1,942
+18
| +0.9% | +$4.83K | 0.11% | 125 |
|
|
2024
Q4 | $643K | Buy |
1,924
+35
| +2% | +$11.7K | 0.14% | 113 |
|
|
2024
Q3 | $517K | Buy |
1,889
+137
| +8% | +$37.5K | 0.11% | 123 |
|
|
2024
Q2 | $450K | Sell |
1,752
-250
| -12% | -$64.3K | 0.1% | 127 |
|
|
2024
Q1 | $603K | Buy |
2,002
+45
| +2% | +$13.6K | 0.14% | 112 |
|
|
2023
Q4 | $515K | Buy |
1,957
+790
| +68% | +$208K | 0.13% | 115 |
|
|
2023
Q3 | $237K | Buy |
1,167
+17
| +1% | +$3.45K | 0.07% | 150 |
|
|
2023
Q2 | $243K | Buy |
1,150
+615
| +115% | +$130K | 0.06% | 148 |
|
|
2023
Q1 | $107K | Sell |
535
-455
| -46% | -$90.9K | 0.03% | 166 |
|
|
2022
Q4 | $131K | Sell |
990
-80
| -7% | -$10.6K | 0.04% | 161 |
|
|
2022
Q3 | $154K | Sell |
1,070
-1,520
| -59% | -$219K | 0.05% | 152 |
|
|
2022
Q2 | $427K | Buy |
2,590
+310
| +14% | +$51.1K | 0.12% | 119 |
|
|
2022
Q1 | $401K | Buy |
+2,280
| New | +$401K | 0.16% | 106 |
|