HAG
HF Advisory Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
6,386
+317
| +5% | +$86.4K | 0.69% | 53 |
|
|
2025
Q1 | $1.63M | Sell |
6,069
-213
| -3% | -$57.2K | 0.71% | 50 |
|
|
2024
Q4 | $2.1M | Buy |
6,282
+872
| +16% | +$292K | 0.97% | 31 |
|
|
2024
Q3 | $1.48M | Buy |
5,410
+1,821
| +51% | +$499K | 0.69% | 53 |
|
|
2024
Q2 | $923K | Sell |
3,589
-590
| -14% | -$152K | 0.48% | 76 |
|
|
2024
Q1 | $1.26M | Buy |
4,179
+519
| +14% | +$156K | 0.7% | 51 |
|
|
2023
Q4 | $963K | Sell |
3,660
-821
| -18% | -$216K | 0.62% | 58 |
|
|
2023
Q3 | $918K | Buy |
4,481
+720
| +19% | +$148K | 0.68% | 53 |
|
|
2023
Q2 | $795K | Sell |
3,761
-83
| -2% | -$17.5K | 0.63% | 62 |
|
|
2023
Q1 | $768K | Sell |
3,844
-44
| -1% | -$8.79K | 0.68% | 53 |
|
|
2022
Q4 | $516K | Buy |
+3,888
| New | +$516K | 0.52% | 70 |
|