United Bank (Georgia)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
10,198
+500
| +5% | +$136K | 1.06% | 28 |
|
|
2025
Q1 | $2.6M | Buy |
9,698
+1,430
| +17% | +$384K | 1.08% | 29 |
|
|
2024
Q4 | $2.76M | Buy |
8,268
+965
| +13% | +$323K | 1.17% | 27 |
|
|
2024
Q3 | $2M | Buy |
7,303
+76
| +1% | +$20.8K | 0.92% | 35 |
|
|
2024
Q2 | $1.86M | Sell |
7,227
-987
| -12% | -$254K | 0.93% | 35 |
|
|
2024
Q1 | $2.47M | Sell |
8,214
-104
| -1% | -$31.3K | 1.26% | 27 |
|
|
2023
Q4 | $2.19M | Sell |
8,318
-265
| -3% | -$69.7K | 1.21% | 27 |
|
|
2023
Q3 | $1.74M | Sell |
8,583
-178
| -2% | -$36.1K | 1.04% | 30 |
|
|
2023
Q2 | $1.85M | Sell |
8,761
-765
| -8% | -$162K | 1.05% | 30 |
|
|
2023
Q1 | $1.9M | Sell |
9,526
-837
| -8% | -$167K | 1.11% | 29 |
|
|
2022
Q4 | $1.37M | Buy |
10,363
+1,766
| +21% | +$234K | 0.84% | 42 |
|
|
2022
Q3 | $1.24M | Sell |
8,597
-1,202
| -12% | -$173K | 0.82% | 42 |
|
|
2022
Q2 | $1.62M | Buy |
9,799
+1,948
| +25% | +$321K | 1% | 32 |
|
|
2022
Q1 | $1.67M | Sell |
7,851
-785
| -9% | -$167K | 0.88% | 41 |
|
|
2021
Q4 | $2.2M | Buy |
8,636
+1,310
| +18% | +$333K | 1.18% | 28 |
|
|
2021
Q3 | $1.99M | Sell |
7,326
-128
| -2% | -$34.7K | 1.26% | 25 |
|
|
2021
Q2 | $1.82M | Buy |
7,454
+71
| +1% | +$17.3K | 1.23% | 29 |
|
|
2021
Q1 | $1.56M | Sell |
7,383
-370
| -5% | -$78.4K | 1.1% | 37 |
|
|
2020
Q4 | $1.73M | Buy |
7,753
+332
| +4% | +$73.9K | 1.23% | 29 |
|
|
2020
Q3 | $1.87M | Sell |
7,421
-583
| -7% | -$147K | 1.56% | 19 |
|
|
2020
Q2 | $1.5M | Buy |
8,004
+495
| +7% | +$92.7K | 1.41% | 26 |
|
|
2020
Q1 | $1.08M | Sell |
7,509
-2,113
| -22% | -$304K | 1.12% | 36 |
|
|
2019
Q4 | $1.57M | Buy |
9,622
+680
| +8% | +$111K | 1.06% | 40 |
|
|
2019
Q3 | $1.33M | Sell |
8,942
-1,304
| -13% | -$194K | 0.98% | 43 |
|
|
2019
Q2 | $1.56M | Sell |
10,246
-287
| -3% | -$43.6K | 1.22% | 39 |
|
|
2019
Q1 | $1.67M | Sell |
10,533
-246
| -2% | -$39K | 1.33% | 34 |
|
|
2018
Q4 | $1.48M | Sell |
10,779
-990
| -8% | -$136K | 1.36% | 31 |
|
|
2018
Q3 | $1.87M | Sell |
11,769
-467
| -4% | -$74.3K | 1.48% | 26 |
|
|
2018
Q2 | $1.67M | Sell |
12,236
-475
| -4% | -$64.8K | 1.44% | 29 |
|
|
2018
Q1 | $1.48M | Sell |
12,711
-317
| -2% | -$36.9K | 1.34% | 34 |
|
|
2017
Q4 | $1.33M | Sell |
13,028
-632
| -5% | -$64.6K | 1.14% | 42 |
|
|
2017
Q3 | $1.28M | Sell |
13,660
-366
| -3% | -$34.2K | 1.2% | 43 |
|
|
2017
Q2 | $1.22M | Sell |
14,026
-448
| -3% | -$38.8K | 1.13% | 46 |
|
|
2017
Q1 | $1.19M | Buy |
14,474
+281
| +2% | +$23.2K | 1.14% | 43 |
|
|
2016
Q4 | $972K | Buy |
+14,193
| New | +$972K | 0.99% | 46 |
|