JFA
JNBA Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
4,302
-25
| -0.6% | -$6.82K | 0.11% | 83 |
|
|
2025
Q1 | $1.16M | Buy |
4,327
+2,564
| +145% | +$688K | 0.12% | 82 |
|
|
2024
Q4 | $589K | Buy |
1,763
+201
| +13% | +$67.2K | 0.06% | 121 |
|
|
2024
Q3 | $428K | Sell |
1,562
-35
| -2% | -$9.58K | 0.04% | 137 |
|
|
2024
Q2 | $411K | Hold |
1,597
| – | – | 0.04% | 139 |
|
|
2024
Q1 | $481K | Sell |
1,597
-235
| -13% | -$70.8K | 0.05% | 135 |
|
|
2023
Q4 | $482K | Buy |
1,832
+164
| +10% | +$43.2K | 0.05% | 139 |
|
|
2023
Q3 | $338K | Buy |
1,668
+135
| +9% | +$27.4K | 0.04% | 154 |
|
|
2023
Q2 | $324K | Hold |
1,533
| – | – | 0.04% | 163 |
|
|
2023
Q1 | $306K | Sell |
1,533
-3
| -0.2% | -$599 | 0.04% | 164 |
|
|
2022
Q4 | $204K | Sell |
1,536
-100
| -6% | -$13.3K | 0.03% | 183 |
|
|
2022
Q3 | $235K | Sell |
1,636
-163
| -9% | -$23.4K | 0.04% | 171 |
|
|
2022
Q2 | $297K | Buy |
1,799
+87
| +5% | +$14.4K | 0.05% | 152 |
|
|
2022
Q1 | $363K | Buy |
1,712
+35
| +2% | +$7.42K | 0.05% | 144 |
|
|
2021
Q4 | $426K | Sell |
1,677
-77
| -4% | -$19.6K | 0.05% | 141 |
|
|
2021
Q3 | $476K | Buy |
1,754
+141
| +9% | +$38.3K | 0.06% | 127 |
|
|
2021
Q2 | $394K | Buy |
1,613
+175
| +12% | +$42.7K | 0.05% | 139 |
|
|
2021
Q1 | $305K | Buy |
1,438
+37
| +3% | +$7.85K | 0.04% | 156 |
|
|
2020
Q4 | $312K | Hold |
1,401
| – | – | 0.05% | 141 |
|
|
2020
Q3 | $352K | Sell |
1,401
-46
| -3% | -$11.6K | 0.07% | 113 |
|
|
2020
Q2 | $271K | Buy |
1,447
+129
| +10% | +$24.2K | 0.06% | 126 |
|
|
2020
Q1 | $190K | Buy |
1,318
+146
| +12% | +$21K | 0.05% | 146 |
|
|
2019
Q4 | $191K | Buy |
1,172
+99
| +9% | +$16.1K | 0.04% | 149 |
|
|
2019
Q3 | $159K | Buy |
1,073
+40
| +4% | +$5.93K | 0.03% | 154 |
|
|
2019
Q2 | $157K | Sell |
1,033
-981
| -49% | -$149K | 0.03% | 158 |
|
|
2019
Q1 | $319K | Buy |
2,014
+881
| +78% | +$140K | 0.07% | 114 |
|
|
2018
Q4 | $155K | Buy |
1,133
+273
| +32% | +$37.3K | 0.04% | 140 |
|
|
2018
Q3 | $137K | Sell |
860
-968
| -53% | -$154K | 0.06% | 159 |
|
|
2018
Q2 | $249K | Hold |
1,828
| – | – | 0.05% | 119 |
|
|
2018
Q1 | $213K | Hold |
1,828
| – | – | 0.05% | 123 |
|
|
2017
Q4 | $187K | Hold |
1,828
| – | – | 0.04% | 130 |
|
|
2017
Q3 | $171K | Hold |
1,828
| – | – | 0.04% | 130 |
|
|
2017
Q2 | $158K | Hold |
1,828
| – | – | 0.04% | 132 |
|
|
2017
Q1 | $151K | Hold |
1,828
| – | – | 0.04% | 139 |
|
|
2016
Q4 | $125K | Buy |
1,828
+155
| +9% | +$10.6K | 0.03% | 148 |
|
|
2016
Q3 | $119K | Buy |
+1,673
| New | +$119K | 0.02% | 318 |
|