GFG
Greystone Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
4,710
+458
| +11% | +$125K | 0.21% | 58 |
|
|
2025
Q1 | $1.14M | Buy |
4,252
+1,421
| +50% | +$381K | 0.21% | 62 |
|
|
2024
Q4 | $947K | Sell |
2,831
-55
| -2% | -$18.4K | 0.16% | 66 |
|
|
2024
Q3 | $790K | Sell |
2,886
-709
| -20% | -$194K | 0.14% | 74 |
|
|
2024
Q2 | $924K | Sell |
3,595
-41
| -1% | -$10.5K | 0.18% | 64 |
|
|
2024
Q1 | $1.1M | Buy |
3,636
+542
| +18% | +$163K | 0.22% | 56 |
|
|
2023
Q4 | $814K | Buy |
3,094
+33
| +1% | +$8.68K | 0.19% | 62 |
|
|
2023
Q3 | $621K | Buy |
3,061
+804
| +36% | +$163K | 0.15% | 72 |
|
|
2023
Q2 | $477K | Buy |
+2,257
| New | +$477K | 0.11% | 81 |
|
|
2023
Q1 | – | Sell |
-4,183
| Closed | -$555K | – | 95 |
|
|
2022
Q4 | $555K | Sell |
4,183
-3,605
| -46% | -$478K | 0.16% | 65 |
|
|
2022
Q3 | $1.12M | Sell |
7,788
-1,047
| -12% | -$151K | 0.38% | 46 |
|
|
2022
Q2 | $1.46M | Buy |
8,835
+569
| +7% | +$93.9K | 0.45% | 42 |
|
|
2022
Q1 | $1.76M | Buy |
8,266
+4,782
| +137% | +$1.02M | 0.44% | 45 |
|
|
2021
Q4 | $885K | Buy |
3,484
+302
| +9% | +$76.7K | 0.21% | 76 |
|
|
2021
Q3 | $863K | Buy |
+3,182
| New | +$863K | 0.26% | 66 |
|