FG
Fiduciary Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
5,911
-12
| -0.2% | -$3.27K | 0.15% | 124 |
|
|
2025
Q1 | $1.59M | Sell |
5,923
-214
| -3% | -$57.4K | 0.16% | 118 |
|
|
2024
Q4 | $2.05M | Sell |
6,137
-657
| -10% | -$220K | 0.21% | 99 |
|
|
2024
Q3 | $1.86M | Sell |
6,794
-1,640
| -19% | -$449K | 0.19% | 102 |
|
|
2024
Q2 | $2.17M | Sell |
8,434
-90
| -1% | -$23.1K | 0.23% | 88 |
|
|
2024
Q1 | $2.57M | Sell |
8,524
-173
| -2% | -$52.1K | 0.28% | 82 |
|
|
2023
Q4 | $2.29M | Sell |
8,697
-4,068
| -32% | -$1.07M | 0.27% | 84 |
|
|
2023
Q3 | $2.59M | Sell |
12,765
-607
| -5% | -$123K | 0.33% | 73 |
|
|
2023
Q2 | $2.82M | Sell |
13,372
-407
| -3% | -$86K | 0.35% | 72 |
|
|
2023
Q1 | $2.75M | Sell |
13,779
-683
| -5% | -$136K | 0.36% | 71 |
|
|
2022
Q4 | $1.92M | Sell |
14,462
-13,857
| -49% | -$1.84M | 0.26% | 85 |
|
|
2022
Q3 | $4.43M | Sell |
28,319
-1,766
| -6% | -$276K | 0.57% | 51 |
|
|
2022
Q2 | $5.62M | Sell |
30,085
-2,918
| -9% | -$545K | 0.7% | 41 |
|
|
2022
Q1 | $5.32M | Sell |
33,003
-260
| -0.8% | -$41.9K | 0.7% | 40 |
|
|
2021
Q4 | $8.45M | Buy |
33,263
+1,876
| +6% | +$477K | 0.94% | 34 |
|
|
2021
Q3 | $9.26M | Buy |
31,387
+515
| +2% | +$152K | 1.05% | 30 |
|
|
2021
Q2 | $7.54M | Buy |
30,872
+1,191
| +4% | +$291K | 0.87% | 38 |
|
|
2021
Q1 | $6.84M | Buy |
29,681
+5,161
| +21% | +$1.19M | 0.83% | 38 |
|
|
2020
Q4 | $5.92M | Buy |
24,520
+6,603
| +37% | +$1.59M | 0.78% | 40 |
|
|
2020
Q3 | $4.5M | Buy |
17,917
+1,152
| +7% | +$290K | 0.68% | 42 |
|
|
2020
Q2 | $3.14M | Buy |
+16,765
| New | +$3.14M | 0.52% | 44 |
|