LFAS
Level Four Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.61M | Sell |
31,589
-1,508
| -5% | -$411K | 0.32% | 72 |
|
|
2025
Q1 | $8.88M | Buy |
33,097
+2,340
| +8% | +$628K | 0.37% | 58 |
|
|
2024
Q4 | $10.3M | Buy |
30,757
+1,231
| +4% | +$412K | 0.42% | 50 |
|
|
2024
Q3 | $8.6M | Sell |
29,526
-6
| -0% | -$1.75K | 0.36% | 52 |
|
|
2024
Q2 | $7.59M | Sell |
29,532
-5,495
| -16% | -$1.41M | 0.34% | 59 |
|
|
2024
Q1 | $9.22M | Buy |
35,027
+1,392
| +4% | +$366K | 0.51% | 35 |
|
|
2023
Q4 | $8.85M | Buy |
33,635
+663
| +2% | +$174K | 0.5% | 35 |
|
|
2023
Q3 | $6.69M | Buy |
+32,972
| New | +$6.69M | 0.43% | 45 |
|
|
2023
Q2 | – | Sell |
-31,318
| Closed | -$6.26M | – | 808 |
|
|
2023
Q1 | $6.26M | Buy |
31,318
+11,451
| +58% | +$2.29M | 0.41% | 46 |
|
|
2022
Q4 | $2.63M | Buy |
19,867
+55
| +0.3% | +$7.29K | 0.2% | 125 |
|
|
2022
Q3 | $2.85M | Buy |
19,812
+480
| +2% | +$69K | 0.28% | 91 |
|
|
2022
Q2 | $3.19M | Buy |
19,332
+2,219
| +13% | +$366K | 0.3% | 94 |
|
|
2022
Q1 | $3.63M | Buy |
17,113
+170
| +1% | +$36.1K | 0.28% | 96 |
|
|
2021
Q4 | $4.31M | Buy |
16,943
+1,143
| +7% | +$290K | 0.33% | 77 |
|
|
2021
Q3 | $4.29M | Sell |
15,800
-10,215
| -39% | -$2.77M | 0.45% | 56 |
|
|
2021
Q2 | $6.36M | Buy |
26,015
+612
| +2% | +$150K | 0.44% | 47 |
|
|
2021
Q1 | $5.38M | Buy |
25,403
+688
| +3% | +$146K | 0.42% | 49 |
|
|
2020
Q4 | $5.5M | Buy |
24,715
+271
| +1% | +$60.3K | 0.44% | 50 |
|
|
2020
Q3 | $6.14M | Sell |
24,444
-2,499
| -9% | -$628K | 0.47% | 45 |
|
|
2020
Q2 | $5.05M | Buy |
26,943
+11,888
| +79% | +$2.23M | 0.39% | 55 |
|
|
2020
Q1 | $2.16M | Buy |
15,055
+11,239
| +295% | +$1.61M | 0.26% | 96 |
|
|
2019
Q4 | $611K | Buy |
3,816
+1,126
| +42% | +$180K | 0.02% | 357 |
|
|
2019
Q3 | $399K | Sell |
2,690
-58
| -2% | -$8.6K | 0.04% | 356 |
|
|
2019
Q2 | $417K | Buy |
2,748
+330
| +14% | +$50.1K | 0.04% | 356 |
|
|
2019
Q1 | $383K | Sell |
2,418
-417
| -15% | -$66.1K | 0.04% | 357 |
|
|
2018
Q4 | $388K | Sell |
2,835
-2,755
| -49% | -$377K | 0.05% | 349 |
|
|
2018
Q3 | $889K | Sell |
5,590
-9,369
| -63% | -$1.49M | 0.1% | 221 |
|
|
2018
Q2 | $2.04M | Sell |
14,959
-308
| -2% | -$42K | 0.15% | 139 |
|
|
2018
Q1 | $1.78M | Sell |
15,267
-1,176
| -7% | -$137K | 0.14% | 143 |
|
|
2017
Q4 | $1.68M | Buy |
16,443
+543
| +3% | +$55.5K | 0.13% | 148 |
|
|
2017
Q3 | $1.49M | Buy |
15,900
+6,942
| +77% | +$648K | 0.13% | 151 |
|
|
2017
Q2 | $764K | Sell |
8,958
-6,579
| -42% | -$561K | 0.12% | 188 |
|
|
2017
Q1 | $1.31M | Buy |
15,537
+860
| +6% | +$72.3K | 0.13% | 162 |
|
|
2016
Q4 | $1.01M | Buy |
+14,677
| New | +$1.01M | 0.13% | 170 |
|