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Legacy Financial Group (Oklahoma)’s Salesforce CRM Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-602
Closed -$201K – 85
2024
Q4 		$201K Buy
+602
New +$201K 0.06% 84