Advisors Asset Management’s Calix CALX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-203
Closed -$7.08K 1504
2024
Q4
$7.08K Sell
203
-473
-70% -$16.5K ﹤0.01% 1417
2024
Q3
$26.2K Sell
676
-368
-35% -$14.3K ﹤0.01% 1365
2024
Q2
$37K Sell
1,044
-128
-11% -$4.54K ﹤0.01% 1323
2024
Q1
$38.9K Sell
1,172
-63
-5% -$2.09K ﹤0.01% 1312
2023
Q4
$54K Buy
1,235
+239
+24% +$10.4K ﹤0.01% 1280
2023
Q3
$45.7K Buy
996
+503
+102% +$23.1K ﹤0.01% 1285
2023
Q2
$24.6K Buy
493
+328
+199% +$16.4K ﹤0.01% 1350
2023
Q1
$8.84K Buy
165
+93
+129% +$4.98K ﹤0.01% 1421
2022
Q4
$4.93K Buy
+72
New +$4.93K ﹤0.01% 1460