Allworth Financial’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.7K | Buy |
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|
2025
Q2 | $14.2K | Buy |
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|
2025
Q1 | $8.79K | Sell |
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|
2024
Q4 | $8.89K | Sell |
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|
2024
Q3 | $8.92K | Buy |
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|
2024
Q2 | $8.33K | Buy |
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|
2024
Q1 | $7.5K | Buy |
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|
2023
Q4 | $9.61K | Buy |
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|
2023
Q3 | $1.88K | Buy |
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|
2023
Q2 | $350 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.09K | Buy |
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|
2022
Q3 | $0 | Buy |
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