Patriot Financial Group Insurance Agency’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $488K | Sell |
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|
2025
Q2 | $1.6M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $855K | Buy |
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|
2023
Q3 | $647K | Buy |
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|
2023
Q2 | $626K | Sell |
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|
2023
Q1 | $627K | Buy |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $150K | Sell |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $395K | Sell |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $227K | Buy |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $241K | Buy |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | $28K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $26K | Hold |
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|
2017
Q3 | $22K | Sell |
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|
2017
Q2 | $21K | Buy |
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