SFPG
Stonebridge Financial Planning Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
1,318
-271
| -17% | -$73.9K | 0.15% | 130 |
|
|
2025
Q1 | $426K | Buy |
1,589
+80
| +5% | +$21.5K | 0.19% | 117 |
|
|
2024
Q4 | $505K | Buy |
1,509
+89
| +6% | +$29.8K | 0.23% | 109 |
|
|
2024
Q3 | $389K | Sell |
1,420
-38
| -3% | -$10.4K | 0.19% | 120 |
|
|
2024
Q2 | $375K | Sell |
1,458
-112
| -7% | -$28.8K | 0.19% | 118 |
|
|
2024
Q1 | $473K | Hold |
1,570
| – | – | 0.25% | 100 |
|
|
2023
Q4 | $413K | Sell |
1,570
-75
| -5% | -$19.7K | 0.24% | 102 |
|
|
2023
Q3 | $334K | Buy |
1,645
+140
| +9% | +$28.4K | 0.21% | 105 |
|
|
2023
Q2 | $318K | Sell |
1,505
-263
| -15% | -$55.6K | 0.19% | 104 |
|
|
2023
Q1 | $353K | Sell |
1,768
-526
| -23% | -$105K | 0.23% | 99 |
|
|
2022
Q4 | $304K | Sell |
2,294
-265
| -10% | -$35.1K | 0.2% | 103 |
|
|
2022
Q3 | $368K | Sell |
2,559
-50
| -2% | -$7.19K | 0.26% | 88 |
|
|
2022
Q2 | $431K | Sell |
2,609
-383
| -13% | -$63.3K | 0.29% | 77 |
|
|
2022
Q1 | $635K | Sell |
2,992
-60
| -2% | -$12.7K | 0.36% | 59 |
|
|
2021
Q4 | $678K | Hold |
3,052
| – | – | 0.36% | 59 |
|
|
2021
Q3 | $924K | Hold |
3,052
| – | – | 0.45% | 50 |
|
|
2021
Q2 | $741K | Sell |
3,052
-100
| -3% | -$24.3K | 0.39% | 58 |
|
|
2021
Q1 | $721K | Sell |
3,152
-200
| -6% | -$45.7K | 0.42% | 51 |
|
|
2020
Q4 | $746K | Buy |
3,352
+200
| +6% | +$44.5K | 0.47% | 47 |
|
|
2020
Q3 | $815K | Buy |
3,152
+10
| +0.3% | +$2.59K | 0.59% | 41 |
|
|
2020
Q2 | $605K | Sell |
3,142
-33
| -1% | -$6.35K | 0.52% | 46 |
|
|
2020
Q1 | $480K | Sell |
3,175
-210
| -6% | -$31.7K | 0.48% | 47 |
|
|
2019
Q4 | $551K | Buy |
+3,385
| New | +$551K | 0.5% | 47 |
|