MFG
Magnus Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
2,301
+229
| +11% | +$62.5K | 0.06% | 199 |
|
|
2025
Q1 | $556K | Sell |
2,072
-213
| -9% | -$57.2K | 0.05% | 207 |
|
|
2024
Q4 | $764K | Buy |
2,285
+51
| +2% | +$17.1K | 0.07% | 173 |
|
|
2024
Q3 | $611K | Sell |
2,234
-333
| -13% | -$91.1K | 0.06% | 193 |
|
|
2024
Q2 | $660K | Buy |
2,567
+372
| +17% | +$95.7K | 0.07% | 169 |
|
|
2024
Q1 | $661K | Buy |
2,195
+57
| +3% | +$17.2K | 0.08% | 164 |
|
|
2023
Q4 | $563K | Buy |
2,138
+15
| +0.7% | +$3.95K | 0.07% | 163 |
|
|
2023
Q3 | $431K | Sell |
2,123
-42
| -2% | -$8.52K | 0.06% | 174 |
|
|
2023
Q2 | $457K | Buy |
2,165
+722
| +50% | +$153K | 0.07% | 175 |
|
|
2023
Q1 | $288K | Sell |
1,443
-335
| -19% | -$66.9K | 0.04% | 223 |
|
|
2022
Q4 | $236K | Buy |
1,778
+267
| +18% | +$35.4K | 0.04% | 234 |
|
|
2022
Q3 | $217K | Buy |
1,511
+145
| +11% | +$20.8K | 0.04% | 225 |
|
|
2022
Q2 | $225K | Sell |
1,366
-287
| -17% | -$47.3K | 0.04% | 246 |
|
|
2022
Q1 | $351K | Buy |
1,653
+27
| +2% | +$5.73K | 0.06% | 206 |
|
|
2021
Q4 | $413K | Sell |
1,626
-261
| -14% | -$66.3K | 0.08% | 159 |
|
|
2021
Q3 | $512K | Buy |
1,887
+100
| +6% | +$27.1K | 0.11% | 131 |
|
|
2021
Q2 | $437K | Sell |
1,787
-69
| -4% | -$16.9K | 0.1% | 146 |
|
|
2021
Q1 | $393K | Sell |
1,856
-743
| -29% | -$157K | 0.09% | 145 |
|
|
2020
Q4 | $578K | Buy |
2,599
+82
| +3% | +$18.2K | 0.06% | 127 |
|
|
2020
Q3 | $633K | Sell |
2,517
-340
| -12% | -$85.5K | 0.07% | 108 |
|
|
2020
Q2 | $535K | Buy |
2,857
+49
| +2% | +$9.18K | 0.06% | 143 |
|
|
2020
Q1 | $404K | Sell |
2,808
-95
| -3% | -$13.7K | 0.06% | 184 |
|
|
2019
Q4 | $472K | Buy |
2,903
+840
| +41% | +$137K | 0.07% | 157 |
|
|
2019
Q3 | $306K | Hold |
2,063
| – | – | 0.06% | 250 |
|
|
2019
Q2 | $313K | Sell |
2,063
-365
| -15% | -$55.4K | 0.06% | 230 |
|
|
2019
Q1 | $385K | Sell |
2,428
-451
| -16% | -$71.5K | 0.08% | 152 |
|
|
2018
Q4 | $394K | Buy |
+2,879
| New | +$394K | 0.1% | 123 |
|