RFA
Resurgent Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
1,232
-6
| -0.5% | -$1.64K | 0.18% | 138 |
|
|
2025
Q1 | $332K | Sell |
1,238
-52
| -4% | -$14K | 0.2% | 133 |
|
|
2024
Q4 | $431K | Sell |
1,290
-8
| -0.6% | -$2.68K | 0.25% | 111 |
|
|
2024
Q3 | $355K | Buy |
1,298
+1
| +0.1% | +$274 | 0.21% | 135 |
|
|
2024
Q2 | $333K | Buy |
1,297
+74
| +6% | +$19K | 0.21% | 133 |
|
|
2024
Q1 | $368K | Buy |
1,223
+9
| +0.7% | +$2.71K | 0.2% | 134 |
|
|
2023
Q4 | $319K | Buy |
1,214
+693
| +133% | +$182K | 0.2% | 127 |
|
|
2023
Q3 | $106K | Sell |
521
-238
| -31% | -$48.3K | 0.07% | 222 |
|
|
2023
Q2 | $160K | Buy |
759
+1
| +0.1% | +$211 | 0.11% | 169 |
|
|
2023
Q1 | $151K | Sell |
758
-1,163
| -61% | -$232K | 0.1% | 177 |
|
|
2022
Q4 | $255K | Sell |
1,921
-699
| -27% | -$92.7K | 0.13% | 160 |
|
|
2022
Q3 | $377K | Sell |
2,620
-3
| -0.1% | -$432 | 0.25% | 108 |
|
|
2022
Q2 | $433K | Sell |
2,623
-16
| -0.6% | -$2.64K | 0.28% | 98 |
|
|
2022
Q1 | $560K | Buy |
+2,639
| New | +$560K | 0.35% | 77 |
|