NFSG
Newbridge Financial Services Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Buy |
21,989
+1,807
| +9% | +$493K | 0.97% | 29 |
|
|
2025
Q1 | $5.42M | Buy |
20,182
+4,561
| +29% | +$1.22M | 1.31% | 19 |
|
|
2024
Q4 | $5.22M | Buy |
15,621
+1,079
| +7% | +$361K | 1.34% | 18 |
|
|
2024
Q3 | $3.98M | Buy |
14,542
+1,598
| +12% | +$437K | 1.4% | 18 |
|
|
2024
Q2 | $3.33M | Buy |
12,944
+7,863
| +155% | +$2.02M | 1.24% | 16 |
|
|
2024
Q1 | $1.53M | Buy |
5,081
+1,380
| +37% | +$416K | 0.67% | 27 |
|
|
2023
Q4 | $974K | Buy |
3,701
+743
| +25% | +$196K | 0.48% | 39 |
|
|
2023
Q3 | $600K | Buy |
2,958
+215
| +8% | +$43.6K | 0.3% | 69 |
|
|
2023
Q2 | $579K | Buy |
2,743
+350
| +15% | +$73.9K | 0.28% | 73 |
|
|
2023
Q1 | $478K | Buy |
2,393
+46
| +2% | +$9.19K | 0.25% | 86 |
|
|
2022
Q4 | $311K | Buy |
2,347
+125
| +6% | +$16.6K | 0.18% | 120 |
|
|
2022
Q3 | $320K | Buy |
2,222
+597
| +37% | +$86K | 0.19% | 112 |
|
|
2022
Q2 | $268K | Sell |
1,625
-168
| -9% | -$27.7K | 0.17% | 127 |
|
|
2022
Q1 | $381K | Sell |
1,793
-124
| -6% | -$26.3K | 0.19% | 112 |
|
|
2021
Q4 | $487K | Buy |
1,917
+297
| +18% | +$75.5K | 0.23% | 91 |
|
|
2021
Q3 | $439K | Buy |
1,620
+2
| +0.1% | +$542 | 0.27% | 85 |
|
|
2021
Q2 | $395K | Sell |
1,618
-49
| -3% | -$12K | 0.24% | 95 |
|
|
2021
Q1 | $353K | Sell |
1,667
-725
| -30% | -$154K | 0.26% | 92 |
|
|
2020
Q4 | $532K | Sell |
2,392
-636
| -21% | -$141K | 0.44% | 45 |
|
|
2020
Q3 | $761K | Buy |
+3,028
| New | +$761K | 0.75% | 19 |
|