LFG
Lockerman Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
769
-25
| -3% | -$6.82K | 0.28% | 118 |
|
|
2025
Q1 | $213K | Sell |
794
-17
| -2% | -$4.56K | 0.32% | 109 |
|
|
2024
Q4 | $271K | Sell |
811
-11
| -1% | -$3.68K | 0.46% | 75 |
|
|
2024
Q3 | $225K | Buy |
822
+6
| +0.7% | +$1.64K | 0.38% | 98 |
|
|
2024
Q2 | $210K | Buy |
+816
| New | +$210K | 0.38% | 101 |
|