EFG
Embree Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
5,862
-181
| -3% | -$49.4K | 0.24% | 76 |
|
|
2025
Q1 | $1.62M | Buy |
6,043
+1,535
| +34% | +$412K | 0.27% | 75 |
|
|
2024
Q4 | $1.51M | Buy |
4,508
+30
| +0.7% | +$10K | 0.26% | 68 |
|
|
2024
Q3 | $1.23M | Buy |
4,478
+272
| +6% | +$74.5K | 0.22% | 74 |
|
|
2024
Q2 | $1.08M | Sell |
4,206
-111
| -3% | -$28.5K | 0.21% | 76 |
|
|
2024
Q1 | $1.3M | Sell |
4,317
-421
| -9% | -$127K | 0.26% | 71 |
|
|
2023
Q4 | $1.25M | Buy |
+4,738
| New | +$1.25M | 0.26% | 71 |
|