EFG
Ethos Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
1,932
+1,225
| +173% | +$334K | 0.05% | 253 |
|
|
2025
Q1 | $237K | Hold |
707
| – | – | 0.02% | 359 |
|
|
2024
Q4 | $237K | Buy |
+707
| New | +$237K | 0.03% | 259 |
|
|
2024
Q2 | – | Sell |
-761
| Closed | -$230K | – | 297 |
|
|
2024
Q1 | $230K | Sell |
761
-66
| -8% | -$19.9K | 0.04% | 241 |
|
|
2023
Q4 | $218K | Buy |
+827
| New | +$218K | 0.05% | 237 |
|
|
2023
Q1 | – | Sell |
-1,808
| Closed | -$240K | – | 193 |
|
|
2022
Q4 | $240K | Buy |
+1,808
| New | +$240K | 0.08% | 119 |
|