Allworth Financial’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2K | Buy |
267
+42
| +19% | +$2.23K | ﹤0.01% | 2716 |
|
|
2025
Q1 | $8.79K | Sell |
225
-4
| -2% | -$156 | ﹤0.01% | 2472 |
|
|
2024
Q4 | $8.89K | Sell |
229
-1
| -0.4% | -$39 | ﹤0.01% | 2477 |
|
|
2024
Q3 | $8.92K | Buy |
230
+1
| +0.4% | +$39 | ﹤0.01% | 2315 |
|
|
2024
Q2 | $8.33K | Buy |
229
+3
| +1% | +$109 | ﹤0.01% | 2299 |
|
|
2024
Q1 | $7.5K | Buy |
226
+6
| +3% | +$199 | ﹤0.01% | 2229 |
|
|
2023
Q4 | $9.61K | Buy |
220
+179
| +437% | +$7.82K | ﹤0.01% | 1993 |
|
|
2023
Q3 | $1.88K | Buy |
41
+34
| +486% | +$1.56K | ﹤0.01% | 2571 |
|
|
2023
Q2 | $350 | Buy |
+7
| New | +$350 | ﹤0.01% | 2970 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$1.1K | – | 3203 |
|
|
2022
Q4 | $1.1K | Buy |
16
+14
| +700% | +$958 | ﹤0.01% | 2441 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2690 |
|