Petrus Trust Company’s Sprinklr CXM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-32,349
| Closed | -$273K | – | 635 |
|
2024
Q4 | $273K | Sell |
32,349
-55,829
| -63% | -$472K | 0.03% | 460 |
|
2024
Q3 | $682K | Buy |
88,178
+46,093
| +110% | +$356K | 0.07% | 110 |
|
2024
Q2 | $405K | Buy |
42,085
+1,925
| +5% | +$18.5K | 0.04% | 310 |
|
2024
Q1 | $493K | Buy |
40,160
+11,065
| +38% | +$136K | 0.04% | 216 |
|
2023
Q4 | $350K | Sell |
29,095
-36,590
| -56% | -$441K | 0.03% | 377 |
|
2023
Q3 | $909K | Buy |
65,685
+2,127
| +3% | +$29.4K | 0.1% | 48 |
|
2023
Q2 | $879K | Buy |
+63,558
| New | +$879K | 0.1% | 37 |
|
2023
Q1 | – | Sell |
-22,860
| Closed | -$187K | – | 571 |
|
2022
Q4 | $187K | Buy |
+22,860
| New | +$187K | 0.02% | 429 |
|