Patriot Financial Group Insurance Agency’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
5,876
+603
| +11% | +$164K | 0.18% | 138 |
|
|
2025
Q1 | $1.42M | Buy |
5,273
+992
| +23% | +$266K | 0.19% | 133 |
|
|
2024
Q4 | $1.43M | Buy |
4,281
+98
| +2% | +$32.8K | 0.19% | 118 |
|
|
2024
Q3 | $1.14M | Buy |
4,183
+738
| +21% | +$202K | 0.15% | 158 |
|
|
2024
Q2 | $886K | Buy |
3,445
+101
| +3% | +$26K | 0.13% | 179 |
|
|
2024
Q1 | $1.01M | Buy |
3,344
+95
| +3% | +$28.6K | 0.16% | 147 |
|
|
2023
Q4 | $855K | Buy |
3,249
+56
| +2% | +$14.7K | 0.16% | 150 |
|
|
2023
Q3 | $647K | Buy |
3,193
+231
| +8% | +$46.8K | 0.13% | 183 |
|
|
2023
Q2 | $626K | Sell |
2,962
-175
| -6% | -$37K | 0.12% | 202 |
|
|
2023
Q1 | $627K | Buy |
3,137
+304
| +11% | +$60.7K | 0.13% | 182 |
|
|
2022
Q4 | $376K | Buy |
2,833
+520
| +22% | +$68.9K | 0.05% | 262 |
|
|
2022
Q3 | $333K | Buy |
2,313
+581
| +34% | +$83.6K | 0.08% | 276 |
|
|
2022
Q2 | $286K | Sell |
1,732
-486
| -22% | -$80.3K | 0.06% | 312 |
|
|
2022
Q1 | $471K | Buy |
2,218
+125
| +6% | +$26.5K | 0.08% | 245 |
|
|
2021
Q4 | $532K | Buy |
2,093
+9
| +0.4% | +$2.29K | 0.09% | 231 |
|
|
2021
Q3 | $565K | Buy |
2,084
+300
| +17% | +$81.3K | 0.1% | 208 |
|
|
2021
Q2 | $436K | Buy |
1,784
+1,074
| +151% | +$262K | 0.08% | 253 |
|
|
2021
Q1 | $150K | Sell |
710
-849
| -54% | -$179K | 0.03% | 453 |
|
|
2020
Q4 | $347K | Sell |
1,559
-12
| -0.8% | -$2.67K | 0.09% | 232 |
|
|
2020
Q3 | $395K | Sell |
1,571
-41
| -3% | -$10.3K | 0.13% | 169 |
|
|
2020
Q2 | $302K | Buy |
1,612
+34
| +2% | +$6.37K | 0.12% | 176 |
|
|
2020
Q1 | $227K | Buy |
1,578
+262
| +20% | +$37.7K | 0.1% | 193 |
|
|
2019
Q4 | $214K | Sell |
1,316
-196
| -13% | -$31.9K | 0.08% | 209 |
|
|
2019
Q3 | $224K | Sell |
1,512
-53
| -3% | -$7.85K | 0.1% | 182 |
|
|
2019
Q2 | $241K | Buy |
1,565
+225
| +17% | +$34.6K | 0.1% | 169 |
|
|
2019
Q1 | $212K | Buy |
1,340
+1,137
| +560% | +$180K | 0.11% | 159 |
|
|
2018
Q4 | $28K | Buy |
+203
| New | +$28K | 0.02% | 416 |
|
|
2018
Q2 | – | Sell |
-230
| Closed | -$27K | – | 651 |
|
|
2018
Q1 | $27K | Hold |
230
| – | – | 0.02% | 411 |
|
|
2017
Q4 | $26K | Hold |
230
| – | – | 0.02% | 403 |
|
|
2017
Q3 | $22K | Sell |
230
-3
| -1% | -$287 | 0.02% | 378 |
|
|
2017
Q2 | $21K | Buy |
+233
| New | +$21K | 0.02% | 372 |
|