GFPC
Global Financial Private Client’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-438
| Closed | -$118K | – | 525 |
|
|
2025
Q1 | $118K | Buy |
438
+17
| +4% | +$4.56K | 0.04% | 250 |
|
|
2024
Q4 | $141K | Buy |
421
+3
| +0.7% | +$1K | 0.05% | 232 |
|
|
2024
Q3 | $114K | Buy |
418
+121
| +41% | +$33.1K | 0.04% | 244 |
|
|
2024
Q2 | $76.4K | Hold |
297
| – | – | 0.03% | 264 |
|
|
2024
Q1 | $89.8K | Hold |
297
| – | – | 0.04% | 251 |
|
|
2023
Q4 | $78.2K | Hold |
297
| – | – | 0.04% | 259 |
|
|
2023
Q3 | $60.5K | Buy |
297
+4
| +1% | +$815 | 0.03% | 265 |
|
|
2023
Q2 | $62K | Hold |
293
| – | – | 0.03% | 270 |
|
|
2023
Q1 | $57.6K | Hold |
293
| – | – | 0.03% | 268 |
|
|
2022
Q4 | $38.8K | Hold |
293
| – | – | 0.02% | 296 |
|
|
2022
Q3 | $43.3K | Buy |
293
+200
| +215% | +$29.6K | 0.03% | 283 |
|
|
2022
Q2 | $15.6K | Buy |
93
+70
| +304% | +$11.8K | 0.01% | 363 |
|
|
2022
Q1 | $4.88K | Hold |
23
| – | – | ﹤0.01% | 469 |
|
|
2021
Q4 | $5.85K | Hold |
23
| – | – | ﹤0.01% | 441 |
|
|
2021
Q3 | $6.33K | Hold |
23
| – | – | ﹤0.01% | 382 |
|
|
2021
Q2 | $5.64K | Hold |
23
| – | – | ﹤0.01% | 403 |
|
|
2021
Q1 | $5.03K | Sell |
23
-2
| -8% | -$437 | ﹤0.01% | 362 |
|
|
2020
Q4 | $5.56K | Sell |
25
-415
| -94% | -$92.3K | ﹤0.01% | 347 |
|
|
2020
Q3 | $112K | Sell |
440
-4
| -0.9% | -$1.01K | 0.1% | 126 |
|
|
2020
Q2 | $85.2K | Sell |
444
-234
| -35% | -$44.9K | 0.07% | 159 |
|
|
2020
Q1 | $90.9K | Sell |
678
-879
| -56% | -$118K | 0.1% | 151 |
|
|
2019
Q4 | $253K | Buy |
+1,557
| New | +$253K | 0.21% | 99 |
|