Allworth Financial’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
11,854
+11,794
| +19,657% | +$2.06M | 0.01% | 470 |
|
|
2025
Q1 | $9.8K | Buy |
60
+21
| +54% | +$3.43K | ﹤0.01% | 2431 |
|
|
2024
Q4 | $6.35K | Sell |
39
-11
| -22% | -$1.79K | ﹤0.01% | 2639 |
|
|
2024
Q3 | $7.69K | Buy |
50
+9
| +22% | +$1.39K | ﹤0.01% | 2381 |
|
|
2024
Q2 | $4.97K | Buy |
41
+26
| +173% | +$3.15K | ﹤0.01% | 2525 |
|
|
2024
Q1 | $1.52K | Hold |
15
| – | – | ﹤0.01% | 2925 |
|
|
2023
Q4 | $1.2K | Sell |
15
-10
| -40% | -$799 | ﹤0.01% | 2891 |
|
|
2023
Q3 | $1.69K | Buy |
25
+23
| +1,150% | +$1.56K | ﹤0.01% | 2619 |
|
|
2023
Q2 | $146 | Hold |
2
| – | – | ﹤0.01% | 3142 |
|
|
2023
Q1 | $114 | Hold |
2
| – | – | ﹤0.01% | 3090 |
|
|
2022
Q4 | $126 | Hold |
2
| – | – | ﹤0.01% | 2891 |
|
|
2022
Q3 | $0 | Sell |
2
-217
| -99% | – | ﹤0.01% | 2736 |
|
|
2022
Q2 | $14K | Buy |
+219
| New | +$14K | ﹤0.01% | 1393 |
|