PFS
Prospera Financial Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
52,188
-21,510
| -29% | -$5.87M | 0.27% | 83 |
|
|
2025
Q1 | $19.8M | Buy |
73,698
+7,365
| +11% | +$1.98M | 0.45% | 44 |
|
|
2024
Q4 | $22.2M | Buy |
66,333
+11,542
| +21% | +$3.86M | 0.52% | 35 |
|
|
2024
Q3 | $15M | Buy |
54,791
+4,047
| +8% | +$1.11M | 0.38% | 59 |
|
|
2024
Q2 | $13M | Buy |
50,744
+12,030
| +31% | +$3.09M | 0.36% | 59 |
|
|
2024
Q1 | $11.7M | Buy |
38,714
+9,041
| +30% | +$2.72M | 0.35% | 57 |
|
|
2023
Q4 | $7.81M | Sell |
29,673
-7,566
| -20% | -$1.99M | 0.26% | 84 |
|
|
2023
Q3 | $7.55M | Buy |
37,239
+328
| +0.9% | +$66.5K | 0.29% | 73 |
|
|
2023
Q2 | $7.8M | Sell |
36,911
-201
| -0.5% | -$42.5K | 0.3% | 74 |
|
|
2023
Q1 | $7.41M | Buy |
37,112
+294
| +0.8% | +$58.7K | 0.3% | 73 |
|
|
2022
Q4 | $4.88M | Sell |
36,818
-3,856
| -9% | -$511K | 0.24% | 98 |
|
|
2022
Q3 | $5.85M | Buy |
40,674
+163
| +0.4% | +$23.4K | 0.31% | 73 |
|
|
2022
Q2 | $6.69M | Buy |
40,511
+5,829
| +17% | +$962K | 0.34% | 53 |
|
|
2022
Q1 | $7.36M | Sell |
34,682
-11,399
| -25% | -$2.42M | 0.31% | 59 |
|
|
2021
Q4 | $11.7M | Buy |
46,081
+22,324
| +94% | +$5.67M | 0.51% | 22 |
|
|
2021
Q3 | $6.44M | Sell |
23,757
-5,830
| -20% | -$1.58M | 0.32% | 61 |
|
|
2021
Q2 | $7.23M | Sell |
29,587
-5,251
| -15% | -$1.28M | 0.36% | 45 |
|
|
2021
Q1 | $7.38M | Buy |
34,838
+8,398
| +32% | +$1.78M | 0.44% | 30 |
|
|
2020
Q4 | $5.88M | Buy |
26,440
+25,855
| +4,420% | +$5.75M | 0.41% | 36 |
|
|
2020
Q3 | $147K | Sell |
585
-2,341
| -80% | -$588K | 0.06% | 308 |
|
|
2020
Q2 | $548K | Buy |
2,926
+787
| +37% | +$147K | 0.05% | 335 |
|
|
2020
Q1 | $308K | Sell |
2,139
-51
| -2% | -$7.34K | 0.03% | 388 |
|
|
2019
Q4 | $356K | Buy |
2,190
+123
| +6% | +$20K | 0.03% | 442 |
|
|
2019
Q3 | $307K | Buy |
2,067
+278
| +16% | +$41.3K | 0.03% | 425 |
|
|
2019
Q2 | $274K | Buy |
1,789
+106
| +6% | +$16.2K | 0.03% | 419 |
|
|
2019
Q1 | $267K | Buy |
+1,683
| New | +$267K | 0.09% | 262 |
|