SWM
SeaCrest Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
10,423
-577
| -5% | -$157K | 0.31% | 62 |
|
|
2025
Q1 | $2.95M | Sell |
11,000
-918
| -8% | -$246K | 0.33% | 49 |
|
|
2024
Q4 | $3.98M | Buy |
11,918
+280
| +2% | +$93.6K | 0.42% | 33 |
|
|
2024
Q3 | $3.19M | Sell |
11,638
-379
| -3% | -$104K | 0.34% | 46 |
|
|
2024
Q2 | $3.09M | Sell |
12,017
-131
| -1% | -$33.7K | 0.35% | 44 |
|
|
2024
Q1 | $3.66M | Sell |
12,148
-286
| -2% | -$86.1K | 0.45% | 38 |
|
|
2023
Q4 | $3.12M | Sell |
12,434
-130
| -1% | -$32.6K | 0.39% | 45 |
|
|
2023
Q3 | $2.55M | Sell |
12,564
-156
| -1% | -$31.6K | 0.33% | 54 |
|
|
2023
Q2 | $2.69M | Buy |
12,720
+2,565
| +25% | +$542K | 0.34% | 52 |
|
|
2023
Q1 | $2.03M | Sell |
10,155
-266
| -3% | -$53.1K | 0.27% | 72 |
|
|
2022
Q4 | $1.38M | Sell |
10,421
-1,657
| -14% | -$220K | 0.2% | 110 |
|
|
2022
Q3 | $1.74M | Sell |
12,078
-345
| -3% | -$49.6K | 0.26% | 70 |
|
|
2022
Q2 | $2.05M | Sell |
12,423
-3,063
| -20% | -$505K | 0.26% | 66 |
|
|
2022
Q1 | $3.29M | Buy |
15,486
+338
| +2% | +$71.8K | 0.38% | 45 |
|
|
2021
Q4 | $3.85M | Buy |
15,148
+190
| +1% | +$48.3K | 0.42% | 43 |
|
|
2021
Q3 | $4.06M | Buy |
14,958
+611
| +4% | +$166K | 0.49% | 38 |
|
|
2021
Q2 | $3.51M | Sell |
14,347
-30
| -0.2% | -$7.33K | 0.42% | 49 |
|
|
2021
Q1 | $3.05M | Buy |
14,377
+145
| +1% | +$30.7K | 0.4% | 52 |
|
|
2020
Q4 | $3.17M | Buy |
14,232
+2,147
| +18% | +$478K | 0.45% | 44 |
|
|
2020
Q3 | $3.04M | Sell |
12,085
-198
| -2% | -$49.8K | 0.49% | 42 |
|
|
2020
Q2 | $2.3M | Buy |
12,283
+504
| +4% | +$94.4K | 0.4% | 56 |
|
|
2020
Q1 | $1.7M | Sell |
11,779
-169
| -1% | -$24.3K | 0.36% | 62 |
|
|
2019
Q4 | $1.94M | Buy |
11,948
+1,375
| +13% | +$224K | 0.33% | 69 |
|
|
2019
Q3 | $1.57M | Buy |
10,573
+5,388
| +104% | +$800K | 0.29% | 76 |
|
|
2019
Q2 | $787K | Sell |
5,185
-386
| -7% | -$58.6K | 0.16% | 158 |
|
|
2019
Q1 | $882K | Sell |
5,571
-49
| -0.9% | -$7.76K | 0.15% | 140 |
|
|
2018
Q4 | $770K | Buy |
5,620
+283
| +5% | +$38.8K | 0.16% | 137 |
|
|
2018
Q3 | $849K | Buy |
5,337
+202
| +4% | +$32.1K | 0.14% | 141 |
|
|
2018
Q2 | $700K | Buy |
5,135
+184
| +4% | +$25.1K | 0.13% | 167 |
|
|
2018
Q1 | $576K | Sell |
4,951
-75
| -1% | -$8.73K | 0.11% | 206 |
|
|
2017
Q4 | $514K | Buy |
+5,026
| New | +$514K | 0.09% | 231 |
|