PFBT
Parkside Financial Bank & Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
2,906
+131
| +5% | +$35.7K | 0.09% | 175 |
|
|
2025
Q1 | $745K | Sell |
2,775
-90
| -3% | -$24.2K | 0.09% | 160 |
|
|
2024
Q4 | $958K | Sell |
2,865
-165
| -5% | -$55.2K | 0.13% | 127 |
|
|
2024
Q3 | $829K | Sell |
3,030
-35
| -1% | -$9.58K | 0.12% | 136 |
|
|
2024
Q2 | $788K | Sell |
3,065
-95
| -3% | -$24.4K | 0.12% | 133 |
|
|
2024
Q1 | $952K | Buy |
3,160
+210
| +7% | +$63.2K | 0.15% | 111 |
|
|
2023
Q4 | $776K | Buy |
2,950
+64
| +2% | +$16.8K | 0.14% | 119 |
|
|
2023
Q3 | $585K | Buy |
2,886
+128
| +5% | +$26K | 0.14% | 120 |
|
|
2023
Q2 | $583K | Sell |
2,758
-7
| -0.3% | -$1.48K | 0.14% | 119 |
|
|
2023
Q1 | $552K | Buy |
2,765
+313
| +13% | +$62.5K | 0.15% | 121 |
|
|
2022
Q4 | $325K | Buy |
2,452
+251
| +11% | +$33.3K | 0.09% | 163 |
|
|
2022
Q3 | $317K | Sell |
2,201
-276
| -11% | -$39.8K | 0.1% | 154 |
|
|
2022
Q2 | $408K | Buy |
2,477
+196
| +9% | +$32.3K | 0.12% | 136 |
|
|
2022
Q1 | $484K | Sell |
2,281
-9
| -0.4% | -$1.91K | 0.13% | 116 |
|
|
2021
Q4 | $581K | Buy |
2,290
+151
| +7% | +$38.3K | 0.14% | 116 |
|
|
2021
Q3 | $580K | Buy |
2,139
+103
| +5% | +$27.9K | 0.17% | 89 |
|
|
2021
Q2 | $497K | Buy |
2,036
+164
| +9% | +$40K | 0.14% | 108 |
|
|
2021
Q1 | $396K | Buy |
1,872
+190
| +11% | +$40.2K | 0.12% | 129 |
|
|
2020
Q4 | $374K | Buy |
1,682
+794
| +89% | +$177K | 0.12% | 129 |
|
|
2020
Q3 | $223K | Buy |
888
+31
| +4% | +$7.79K | 0.08% | 167 |
|
|
2020
Q2 | $160K | Sell |
857
-103
| -11% | -$19.2K | 0.05% | 227 |
|
|
2020
Q1 | $138K | Sell |
960
-63
| -6% | -$9.06K | 0.05% | 207 |
|
|
2019
Q4 | $166K | Buy |
1,023
+43
| +4% | +$6.98K | 0.05% | 212 |
|
|
2019
Q3 | $145K | Buy |
980
+90
| +10% | +$13.3K | 0.05% | 218 |
|
|
2019
Q2 | $135K | Buy |
890
+74
| +9% | +$11.2K | 0.04% | 229 |
|
|
2019
Q1 | $129K | Buy |
816
+37
| +5% | +$5.85K | 0.04% | 225 |
|
|
2018
Q4 | $107K | Buy |
779
+77
| +11% | +$10.6K | 0.04% | 240 |
|
|
2018
Q3 | $111K | Buy |
702
+17
| +2% | +$2.69K | 0.04% | 242 |
|
|
2018
Q2 | $94K | Buy |
685
+35
| +5% | +$4.8K | 0.03% | 250 |
|
|
2018
Q1 | $75K | Buy |
650
+84
| +15% | +$9.69K | 0.03% | 278 |
|
|
2017
Q4 | $57K | Sell |
566
-52
| -8% | -$5.24K | 0.02% | 333 |
|
|
2017
Q3 | $58K | Buy |
618
+37
| +6% | +$3.47K | 0.02% | 310 |
|
|
2017
Q2 | $51K | Buy |
581
+93
| +19% | +$8.16K | 0.02% | 324 |
|
|
2017
Q1 | $41K | Buy |
488
+67
| +16% | +$5.63K | 0.02% | 359 |
|
|
2016
Q4 | $29K | Hold |
421
| – | – | 0.01% | 444 |
|
|
2016
Q3 | $30K | Buy |
421
+3
| +0.7% | +$214 | 0.01% | 479 |
|
|
2016
Q2 | $33K | Sell |
418
-10
| -2% | -$789 | 0.02% | 429 |
|
|
2016
Q1 | $31K | Sell |
428
-57
| -12% | -$4.13K | 0.02% | 431 |
|
|
2015
Q4 | $38K | Buy |
485
+46
| +10% | +$3.6K | 0.02% | 375 |
|
|
2015
Q3 | $30K | Buy |
+439
| New | +$30K | 0.02% | 396 |
|