Stratos Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.36M | Sell |
34,326
-234
| -0.7% | -$63.8K | 0.49% | 48 |
|
|
2025
Q1 | $9.27M | Sell |
34,560
-1,080
| -3% | -$290K | 0.51% | 49 |
|
|
2024
Q4 | $11.9M | Buy |
35,640
+452
| +1% | +$151K | 0.57% | 42 |
|
|
2024
Q3 | $9.63M | Buy |
35,188
+283
| +0.8% | +$77.5K | 0.44% | 56 |
|
|
2024
Q2 | $8.97M | Buy |
34,905
+1,527
| +5% | +$393K | 0.44% | 54 |
|
|
2024
Q1 | $10.1M | Buy |
33,378
+1,058
| +3% | +$319K | 0.6% | 36 |
|
|
2023
Q4 | $8.5M | Sell |
32,320
-681
| -2% | -$179K | 0.49% | 37 |
|
|
2023
Q3 | $6.69M | Buy |
33,001
+5,072
| +18% | +$1.03M | 0.44% | 47 |
|
|
2023
Q2 | $5.9M | Buy |
27,929
+1,014
| +4% | +$214K | 0.42% | 58 |
|
|
2023
Q1 | $5.38M | Sell |
26,915
-78
| -0.3% | -$15.6K | 0.41% | 59 |
|
|
2022
Q4 | $3.58M | Buy |
26,993
+23,969
| +793% | +$3.18M | 0.3% | 97 |
|
|
2022
Q3 | $435K | Buy |
3,024
+280
| +10% | +$40.3K | 0.05% | 373 |
|
|
2022
Q2 | $453K | Buy |
2,744
+211
| +8% | +$34.8K | 0.04% | 378 |
|
|
2022
Q1 | $538K | Sell |
2,533
-1,091
| -30% | -$232K | 0.04% | 364 |
|
|
2021
Q4 | $921K | Buy |
3,624
+33
| +0.9% | +$8.39K | 0.07% | 296 |
|
|
2021
Q3 | $974K | Sell |
3,591
-70
| -2% | -$19K | 0.08% | 256 |
|
|
2021
Q2 | $894K | Buy |
3,661
+963
| +36% | +$235K | 0.08% | 254 |
|
|
2021
Q1 | $572K | Buy |
2,698
+215
| +9% | +$45.6K | 0.06% | 297 |
|
|
2020
Q4 | $553K | Buy |
2,483
+310
| +14% | +$69K | 0.08% | 235 |
|
|
2020
Q3 | $546K | Buy |
2,173
+213
| +11% | +$53.5K | 0.13% | 171 |
|
|
2020
Q2 | $367K | Buy |
+1,960
| New | +$367K | 0.11% | 178 |
|
|
2019
Q4 | – | Sell |
-2,950
| Closed | -$438K | – | 185 |
|
|
2019
Q3 | $438K | Buy |
2,950
+1
| +0% | +$148 | 0.17% | 134 |
|
|
2019
Q2 | $447K | Sell |
2,949
-115
| -4% | -$17.4K | 0.18% | 128 |
|
|
2019
Q1 | $485K | Buy |
3,064
+100
| +3% | +$15.8K | 0.26% | 102 |
|
|
2018
Q4 | $406K | Buy |
+2,964
| New | +$406K | 0.27% | 110 |
|