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Floyd Financial Group’s Salesforce CRM Stock Holding History

Floyd Financial Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,883
Closed -$599K – 56
2024
Q4 		$599K Buy
+1,883
New +$599K 0.49% 46