Ameritas Investment Partners’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
6,023
-201
| -3% | -$10.7K | 0.01% | 1030 |
|
|
2025
Q1 | $221K | Hold |
6,224
| – | – | 0.01% | 1212 |
|
|
2024
Q4 | $217K | Buy |
6,224
+465
| +8% | +$16.2K | 0.01% | 1274 |
|
|
2024
Q3 | $223K | Hold |
5,759
| – | – | 0.01% | 1242 |
|
|
2024
Q2 | $204K | Sell |
5,759
-349
| -6% | -$12.4K | 0.01% | 1250 |
|
|
2024
Q1 | $203K | Sell |
6,108
-13,238
| -68% | -$439K | 0.01% | 1276 |
|
|
2023
Q4 | $845K | Buy |
19,346
+245
| +1% | +$10.7K | 0.03% | 666 |
|
|
2023
Q3 | $876K | Sell |
19,101
-372
| -2% | -$17.1K | 0.04% | 617 |
|
|
2023
Q2 | $972K | Buy |
19,473
+272
| +1% | +$13.6K | 0.04% | 598 |
|
|
2023
Q1 | $1.03M | Hold |
19,201
| – | – | 0.04% | 572 |
|
|
2022
Q4 | $1.12M | Buy |
19,201
+150
| +0.8% | +$8.75K | 0.04% | 534 |
|
|
2022
Q3 | $1.16M | Buy |
19,051
+170
| +0.9% | +$10.4K | 0.05% | 453 |
|
|
2022
Q2 | $644K | Hold |
18,881
| – | – | 0.03% | 690 |
|
|
2022
Q1 | $810K | Buy |
18,881
+14,600
| +341% | +$626K | 0.03% | 680 |
|
|
2021
Q4 | $342K | Hold |
4,281
| – | – | 0.01% | 924 |
|
|
2021
Q3 | $212K | Hold |
4,281
| – | – | 0.01% | 1159 |
|
|
2021
Q2 | $203K | Hold |
4,281
| – | – | 0.01% | 1234 |
|
|
2021
Q1 | $148K | Sell |
4,281
-244
| -5% | -$8.44K | 0.01% | 1405 |
|
|
2020
Q4 | $135K | Hold |
4,525
| – | – | 0.01% | 1385 |
|
|
2020
Q3 | $80K | Buy |
4,525
+420
| +10% | +$7.43K | ﹤0.01% | 1568 |
|
|
2020
Q2 | $61K | Hold |
4,105
| – | – | ﹤0.01% | 1709 |
|
|
2020
Q1 | $29K | Hold |
4,105
| – | – | ﹤0.01% | 1965 |
|
|
2019
Q4 | $33K | Buy |
4,105
+1,013
| +33% | +$8.14K | ﹤0.01% | 2141 |
|
|
2019
Q3 | $20K | Hold |
3,092
| – | – | ﹤0.01% | 2386 |
|
|
2019
Q2 | $20K | Hold |
3,092
| – | – | ﹤0.01% | 2433 |
|
|
2019
Q1 | $24K | Hold |
3,092
| – | – | ﹤0.01% | 2281 |
|
|
2018
Q4 | $30K | Hold |
3,092
| – | – | ﹤0.01% | 2083 |
|
|
2018
Q3 | $25K | Hold |
3,092
| – | – | ﹤0.01% | 2387 |
|
|
2018
Q2 | $24K | Hold |
3,092
| – | – | ﹤0.01% | 2403 |
|
|
2018
Q1 | $21K | Hold |
3,092
| – | – | ﹤0.01% | 2395 |
|
|
2017
Q4 | $18K | Hold |
3,092
| – | – | ﹤0.01% | 2473 |
|
|
2017
Q3 | $15K | Hold |
3,092
| – | – | ﹤0.01% | 2559 |
|
|
2017
Q2 | $21K | Hold |
3,092
| – | – | ﹤0.01% | 2413 |
|
|
2017
Q1 | $22K | Buy |
+3,092
| New | +$22K | ﹤0.01% | 2349 |
|