LFG
Larson Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
4,240
+504
| +13% | +$137K | 0.05% | 273 |
|
|
2025
Q1 | $1M | Sell |
3,736
-13
| -0.3% | -$3.49K | 0.05% | 264 |
|
|
2024
Q4 | $1.25M | Sell |
3,749
-520
| -12% | -$174K | 0.06% | 217 |
|
|
2024
Q3 | $1.17M | Buy |
4,269
+1,188
| +39% | +$325K | 0.07% | 209 |
|
|
2024
Q2 | $792K | Buy |
3,081
+2,063
| +203% | +$530K | 0.05% | 214 |
|
|
2024
Q1 | $306K | Sell |
1,018
-105
| -9% | -$31.6K | 0.02% | 310 |
|
|
2023
Q4 | $295K | Sell |
1,123
-76
| -6% | -$20K | 0.03% | 274 |
|
|
2023
Q3 | $243K | Sell |
1,199
-178
| -13% | -$36.1K | 0.02% | 284 |
|
|
2023
Q2 | $291K | Sell |
1,377
-1,325
| -49% | -$280K | 0.03% | 257 |
|
|
2023
Q1 | $540K | Sell |
2,702
-93
| -3% | -$18.6K | 0.06% | 191 |
|
|
2022
Q4 | $371K | Buy |
2,795
+1,451
| +108% | +$192K | 0.04% | 229 |
|
|
2022
Q3 | $193K | Buy |
1,344
+717
| +114% | +$103K | 0.03% | 272 |
|
|
2022
Q2 | $103K | Sell |
627
-113
| -15% | -$18.6K | 0.02% | 252 |
|
|
2022
Q1 | $157K | Sell |
740
-172
| -19% | -$36.5K | 0.03% | 220 |
|
|
2021
Q4 | $232K | Buy |
912
+758
| +492% | +$193K | 0.04% | 185 |
|
|
2021
Q3 | $42K | Buy |
154
+17
| +12% | +$4.64K | 0.01% | 325 |
|
|
2021
Q2 | $33K | Sell |
137
-72
| -34% | -$17.3K | 0.01% | 349 |
|
|
2021
Q1 | $44K | Buy |
209
+62
| +42% | +$13.1K | 0.01% | 280 |
|
|
2020
Q4 | $33K | Buy |
147
+71
| +93% | +$15.9K | 0.01% | 278 |
|
|
2020
Q3 | $19K | Hold |
76
| – | – | 0.01% | 335 |
|
|
2020
Q2 | $14K | Buy |
76
+25
| +49% | +$4.61K | 0.01% | 329 |
|
|
2020
Q1 | $7K | Sell |
51
-327
| -87% | -$44.9K | ﹤0.01% | 328 |
|
|
2019
Q4 | $61K | Buy |
378
+29
| +8% | +$4.68K | 0.04% | 140 |
|
|
2019
Q3 | $52K | Buy |
349
+173
| +98% | +$25.8K | 0.03% | 144 |
|
|
2019
Q2 | $27K | Buy |
176
+20
| +13% | +$3.07K | 0.02% | 164 |
|
|
2019
Q1 | $25K | Sell |
156
-5
| -3% | -$801 | 0.02% | 157 |
|
|
2018
Q4 | $22K | Buy |
+161
| New | +$22K | 0.02% | 151 |
|