Allworth Financial’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Sell |
468
-30
| -6% | -$748 | ﹤0.01% | 2816 |
|
|
2025
Q1 | $11.6K | Buy |
498
+89
| +22% | +$2.07K | ﹤0.01% | 2353 |
|
|
2024
Q4 | $11.4K | Buy |
409
+30
| +8% | +$838 | ﹤0.01% | 2380 |
|
|
2024
Q3 | $7.73K | Sell |
379
-39
| -9% | -$795 | ﹤0.01% | 2379 |
|
|
2024
Q2 | $10.2K | Buy |
418
+311
| +291% | +$7.58K | ﹤0.01% | 2214 |
|
|
2024
Q1 | $3.27K | Buy |
107
+52
| +95% | +$1.59K | ﹤0.01% | 2597 |
|
|
2023
Q4 | $1.29K | Sell |
55
-74
| -57% | -$1.73K | ﹤0.01% | 2862 |
|
|
2023
Q3 | $3.82K | Buy |
129
+4
| +3% | +$118 | ﹤0.01% | 2241 |
|
|
2023
Q2 | $4.41K | Sell |
125
-10
| -7% | -$353 | ﹤0.01% | 2166 |
|
|
2023
Q1 | $3.25K | Sell |
135
-29
| -18% | -$698 | ﹤0.01% | 2210 |
|
|
2022
Q4 | $3.65K | Buy |
164
+43
| +36% | +$956 | ﹤0.01% | 2023 |
|
|
2022
Q3 | $3K | Buy |
+121
| New | +$3K | ﹤0.01% | 2014 |
|