SSWG
Seven Springs Wealth Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
894
-101
| -10% | -$27.5K | 0.06% | 75 |
|
|
2025
Q1 | $267K | Sell |
995
-3,201
| -76% | -$859K | 0.1% | 66 |
|
|
2024
Q4 | $1.4M | Buy |
4,196
+54
| +1% | +$18.1K | 0.52% | 26 |
|
|
2024
Q3 | $1.13M | Sell |
4,142
-89
| -2% | -$24.4K | 0.41% | 30 |
|
|
2024
Q2 | $1.09M | Sell |
4,231
-3
| -0.1% | -$771 | 0.43% | 29 |
|
|
2024
Q1 | $1.28M | Sell |
4,234
-272
| -6% | -$81.9K | 0.49% | 27 |
|
|
2023
Q4 | $1.19M | Sell |
4,506
-208
| -4% | -$54.7K | 0.53% | 25 |
|
|
2023
Q3 | $956K | Buy |
4,714
+49
| +1% | +$9.94K | 0.46% | 27 |
|
|
2023
Q2 | $986K | Buy |
4,665
+417
| +10% | +$88.1K | 0.47% | 27 |
|
|
2023
Q1 | $849K | Buy |
4,248
+120
| +3% | +$24K | 0.42% | 29 |
|
|
2022
Q4 | $547K | Sell |
4,128
-690
| -14% | -$91.5K | 0.26% | 36 |
|
|
2022
Q3 | $693K | Sell |
4,818
-273
| -5% | -$39.3K | 0.38% | 32 |
|
|
2022
Q2 | $840K | Buy |
+5,091
| New | +$840K | 0.42% | 29 |
|