HAG
HighPoint Advisor Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.48M | Sell |
27,448
-496
| -2% | -$135K | 0.4% | 41 |
|
|
2025
Q1 | $7.48M | Buy |
27,944
+2,072
| +8% | +$555K | 0.44% | 39 |
|
|
2024
Q4 | $8.44M | Buy |
25,872
+2,826
| +12% | +$922K | 0.46% | 37 |
|
|
2024
Q3 | $6.31M | Sell |
23,046
-5,294
| -19% | -$1.45M | 0.37% | 44 |
|
|
2024
Q2 | $7.31M | Buy |
28,340
+9,775
| +53% | +$2.52M | 0.44% | 41 |
|
|
2024
Q1 | $5.15M | Buy |
18,565
+110
| +0.6% | +$30.5K | 0.36% | 47 |
|
|
2023
Q4 | $5.65M | Buy |
+18,455
| New | +$5.65M | 0.4% | 43 |
|
|
2022
Q2 | $3.67M | Buy |
+21,223
| New | +$3.67M | 0.4% | 51 |
|
|
2021
Q3 | $5.76M | Sell |
21,235
-460
| -2% | -$125K | 0.56% | 38 |
|
|
2021
Q2 | $5.3M | Buy |
21,695
+2,265
| +12% | +$553K | 0.53% | 38 |
|
|
2021
Q1 | $4.49M | Sell |
19,430
-722
| -4% | -$167K | 0.52% | 41 |
|
|
2020
Q4 | $4.77M | Buy |
20,152
+8,135
| +68% | +$1.93M | 0.58% | 31 |
|
|
2020
Q3 | $3.13M | Sell |
12,017
-220
| -2% | -$57.2K | 0.57% | 35 |
|
|
2020
Q2 | $2.35M | Sell |
12,237
-3,212
| -21% | -$616K | 0.5% | 43 |
|
|
2020
Q1 | $2.38M | Buy |
15,449
+8,867
| +135% | +$1.36M | 0.57% | 39 |
|
|
2019
Q4 | $1.22M | Buy |
6,582
+1,887
| +40% | +$349K | 0.25% | 79 |
|
|
2019
Q3 | $756K | Sell |
4,695
-3,084
| -40% | -$497K | 0.17% | 110 |
|
|
2019
Q2 | $1.23M | Buy |
7,779
+377
| +5% | +$59.4K | 0.29% | 73 |
|
|
2019
Q1 | $1.16M | Buy |
7,402
+3,632
| +96% | +$570K | 0.28% | 73 |
|
|
2018
Q4 | $605K | Buy |
3,770
+503
| +15% | +$80.7K | 0.16% | 145 |
|
|
2018
Q3 | $467K | Buy |
3,267
+152
| +5% | +$21.7K | 0.13% | 168 |
|
|
2018
Q2 | $454K | Buy |
3,115
+284
| +10% | +$41.4K | 0.12% | 183 |
|
|
2018
Q1 | $378K | Buy |
2,831
+105
| +4% | +$14K | 0.1% | 203 |
|
|
2017
Q4 | $294K | Buy |
+2,726
| New | +$294K | 0.08% | 221 |
|