LIG
Lokken Investment Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Sell |
2,523
-115
| -4% | -$31.4K | 0.27% | 74 |
|
|
2025
Q1 | $708K | Sell |
2,638
-955
| -27% | -$256K | 0.3% | 71 |
|
|
2024
Q4 | $1.2M | Buy |
3,593
+60
| +2% | +$20.1K | 0.52% | 50 |
|
|
2024
Q3 | $967K | Sell |
3,533
-20
| -0.6% | -$5.47K | 0.4% | 66 |
|
|
2024
Q2 | $913K | Sell |
3,553
-40
| -1% | -$10.3K | 0.43% | 61 |
|
|
2024
Q1 | $1.08M | Sell |
3,593
-16
| -0.4% | -$4.82K | 0.54% | 48 |
|
|
2023
Q4 | $950K | Buy |
3,609
+1
| +0% | +$263 | 0.54% | 47 |
|
|
2023
Q3 | $732K | Buy |
3,608
+30
| +0.8% | +$6.08K | 0.48% | 49 |
|
|
2023
Q2 | $756K | Buy |
+3,578
| New | +$756K | 0.49% | 52 |
|