PFG
Prosperity Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
1,228
+46
| +4% | +$12.5K | 0.14% | 122 |
|
|
2025
Q1 | $317K | Sell |
1,182
-60
| -5% | -$16.1K | 0.16% | 119 |
|
|
2024
Q4 | $415K | Buy |
1,242
+218
| +21% | +$72.9K | 0.21% | 102 |
|
|
2024
Q3 | $280K | Buy |
1,024
+46
| +5% | +$12.6K | 0.16% | 114 |
|
|
2024
Q2 | $251K | Sell |
978
-86
| -8% | -$22.1K | 0.16% | 118 |
|
|
2024
Q1 | $320K | Buy |
1,064
+100
| +10% | +$30.1K | 0.2% | 101 |
|
|
2023
Q4 | $254K | Buy |
+964
| New | +$254K | 0.18% | 104 |
|
|
2023
Q3 | – | Sell |
-1,254
| Closed | -$265K | – | 119 |
|
|
2023
Q2 | $265K | Buy |
+1,254
| New | +$265K | 0.23% | 94 |
|