KA
Kovack Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
12,159
+1,105
| +10% | +$301K | 0.33% | 65 |
|
|
2025
Q1 | $2.97M | Buy |
11,054
+981
| +10% | +$263K | 0.31% | 65 |
|
|
2024
Q4 | $3.37M | Buy |
10,073
+860
| +9% | +$288K | 0.33% | 57 |
|
|
2024
Q3 | $2.52M | Buy |
9,213
+1,690
| +22% | +$463K | 0.27% | 78 |
|
|
2024
Q2 | $1.93M | Sell |
7,523
-3,729
| -33% | -$959K | 0.21% | 102 |
|
|
2024
Q1 | $3.39M | Sell |
11,252
-563
| -5% | -$170K | 0.41% | 46 |
|
|
2023
Q4 | $3.11M | Buy |
11,815
+271
| +2% | +$71.3K | 0.37% | 47 |
|
|
2023
Q3 | $2.34M | Buy |
11,544
+228
| +2% | +$46.2K | 0.33% | 62 |
|
|
2023
Q2 | $2.39M | Buy |
11,316
+3,447
| +44% | +$728K | 0.31% | 64 |
|
|
2023
Q1 | $1.57M | Sell |
7,869
-1,045
| -12% | -$209K | 0.21% | 106 |
|
|
2022
Q4 | $1.18M | Sell |
8,914
-3,885
| -30% | -$515K | 0.17% | 130 |
|
|
2022
Q3 | $1.84M | Sell |
12,799
-789
| -6% | -$113K | 0.27% | 79 |
|
|
2022
Q2 | $2.24M | Buy |
13,588
+602
| +5% | +$99.4K | 0.3% | 77 |
|
|
2022
Q1 | $2.76M | Sell |
12,986
-426
| -3% | -$90.4K | 0.28% | 73 |
|
|
2021
Q4 | $3.41M | Sell |
13,412
-2,645
| -16% | -$672K | 0.33% | 66 |
|
|
2021
Q3 | $4.36M | Sell |
16,057
-1,068
| -6% | -$290K | 0.47% | 30 |
|
|
2021
Q2 | $4.18M | Sell |
17,125
-1,418
| -8% | -$346K | 0.48% | 36 |
|
|
2021
Q1 | $3.93M | Buy |
18,543
+2,515
| +16% | +$533K | 0.51% | 35 |
|
|
2020
Q4 | $3.57M | Buy |
16,028
+6,170
| +63% | +$1.37M | 0.51% | 37 |
|
|
2020
Q3 | $2.48M | Sell |
9,858
-291
| -3% | -$73.1K | 0.44% | 49 |
|
|
2020
Q2 | $1.9M | Sell |
10,149
-189
| -2% | -$35.4K | 0.37% | 71 |
|
|
2020
Q1 | $1.49M | Buy |
10,338
+1,945
| +23% | +$280K | 0.34% | 77 |
|
|
2019
Q4 | $1.37M | Sell |
8,393
-733
| -8% | -$119K | 0.24% | 99 |
|
|
2019
Q3 | $1.36M | Sell |
9,126
-115
| -1% | -$17.1K | 0.28% | 88 |
|
|
2019
Q2 | $1.4M | Sell |
9,241
-2,677
| -22% | -$406K | 0.32% | 76 |
|
|
2019
Q1 | $1.89M | Buy |
11,918
+1,173
| +11% | +$186K | 0.47% | 47 |
|
|
2018
Q4 | $1.47M | Buy |
10,745
+761
| +8% | +$104K | 0.43% | 56 |
|
|
2018
Q3 | $1.59M | Buy |
9,984
+1,200
| +14% | +$191K | 0.41% | 62 |
|
|
2018
Q2 | $1.2M | Buy |
8,784
+4,167
| +90% | +$568K | 0.33% | 73 |
|
|
2018
Q1 | $537K | Buy |
4,617
+119
| +3% | +$13.8K | 0.13% | 179 |
|
|
2017
Q4 | $460K | Buy |
4,498
+848
| +23% | +$86.7K | 0.12% | 206 |
|
|
2017
Q3 | $341K | Buy |
3,650
+108
| +3% | +$10.1K | 0.11% | 214 |
|
|
2017
Q2 | $307K | Sell |
3,542
-605
| -15% | -$52.4K | 0.1% | 247 |
|
|
2017
Q1 | $342K | Buy |
+4,147
| New | +$342K | 0.13% | 173 |
|
|
2016
Q4 | – | Sell |
-5,883
| Closed | -$420K | – | 255 |
|
|
2016
Q3 | $420K | Buy |
5,883
+2,159
| +58% | +$154K | 0.2% | 119 |
|
|
2016
Q2 | $296K | Buy |
+3,724
| New | +$296K | 0.16% | 159 |
|