AIM
Allen Investment Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.7M | Buy |
468,127
+16,178
| +4% | +$3.17M | 1% | 23 |
|
|
2025
Q1 | $50.9M | Buy |
451,949
+37,216
| +9% | +$4.19M | 0.59% | 30 |
|
|
2024
Q4 | $44.7M | Buy |
414,733
+49,816
| +14% | +$5.36M | 0.52% | 34 |
|
|
2024
Q3 | $29.5M | Buy |
364,917
+109,970
| +43% | +$8.9M | 0.35% | 42 |
|
|
2024
Q2 | $21.1M | Buy |
254,947
+59,457
| +30% | +$4.92M | 0.26% | 49 |
|
|
2024
Q1 | $18.9M | Hold |
195,490
| – | – | 0.24% | 50 |
|
|
2023
Q4 | $16.3M | Hold |
195,490
| – | – | 0.22% | 52 |
|
|
2023
Q3 | $12.3M | Hold |
195,490
| – | – | 0.18% | 55 |
|
|
2023
Q2 | $12.8M | Hold |
195,490
| – | – | 0.19% | 50 |
|
|
2023
Q1 | $12.1M | Hold |
195,490
| – | – | 0.2% | 52 |
|
|
2022
Q4 | $8.84M | Hold |
195,490
| – | – | 0.14% | 58 |
|
|
2022
Q3 | $10.8M | Hold |
195,490
| – | – | 0.19% | 48 |
|
|
2022
Q2 | $8.55M | Hold |
195,490
| – | – | 0.14% | 56 |
|
|
2022
Q1 | $23.4M | Hold |
195,490
| – | – | 0.31% | 39 |
|
|
2021
Q4 | $25.7M | Hold |
195,490
| – | – | 0.32% | 38 |
|
|
2021
Q3 | $22M | Hold |
195,490
| – | – | 0.3% | 41 |
|
|
2021
Q2 | $20.7M | Hold |
195,490
| – | – | 0.28% | 40 |
|
|
2021
Q1 | $13.7M | Hold |
195,490
| – | – | 0.21% | 45 |
|
|
2020
Q4 | $14.9M | Hold |
195,490
| – | – | 0.25% | 44 |
|
|
2020
Q3 | $8.03M | Buy |
195,490
+89,271
| +84% | +$3.67M | 0.15% | 58 |
|
|
2020
Q2 | $3.82M | Buy |
106,219
+38,359
| +57% | +$1.38M | 0.08% | 78 |
|
|
2020
Q1 | $1.59M | Buy |
+67,860
| New | +$1.59M | 0.05% | 92 |
|