FFG
Fiduciary Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
3,915
-400
| -9% | -$109K | 0.19% | 75 |
|
|
2025
Q1 | $1.1M | Sell |
4,315
-801
| -16% | -$204K | 0.24% | 58 |
|
|
2024
Q4 | $1.63M | Buy |
5,116
+492
| +11% | +$156K | 0.35% | 44 |
|
|
2024
Q3 | $1.35M | Sell |
4,624
-2
| -0% | -$583 | 0.31% | 50 |
|
|
2024
Q2 | $1.18M | Buy |
+4,626
| New | +$1.18M | 0.29% | 54 |
|