Bank of Montreal’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
13,229
+76
| +0.6% | +$4.04K | ﹤0.01% | 1827 |
|
|
2025
Q1 | $466K | Buy |
13,153
+2,096
| +19% | +$74.3K | ﹤0.01% | 2007 |
|
|
2024
Q4 | $386K | Buy |
11,057
+2,358
| +27% | +$82.2K | ﹤0.01% | 2117 |
|
|
2024
Q3 | $335K | Buy |
8,699
+179
| +2% | +$6.88K | ﹤0.01% | 2409 |
|
|
2024
Q2 | $304K | Buy |
+8,520
| New | +$304K | ﹤0.01% | 2462 |
|
|
2024
Q1 | – | Sell |
-5,226
| Closed | -$230K | – | 3547 |
|
|
2023
Q4 | $230K | Sell |
5,226
-13,606
| -72% | -$598K | ﹤0.01% | 2633 |
|
|
2023
Q3 | $878K | Buy |
18,832
+14,002
| +290% | +$653K | ﹤0.01% | 1802 |
|
|
2023
Q2 | $246K | Sell |
4,830
-3,506
| -42% | -$179K | ﹤0.01% | 2715 |
|
|
2023
Q1 | $448K | Buy |
8,336
+701
| +9% | +$37.7K | ﹤0.01% | 2278 |
|
|
2022
Q4 | $549K | Buy |
7,635
+3,124
| +69% | +$225K | ﹤0.01% | 2176 |
|
|
2022
Q3 | $288 | Buy |
+4,511
| New | +$288 | ﹤0.01% | 2547 |
|
|
2022
Q1 | – | Sell |
-4,033
| Closed | -$318K | – | 3602 |
|
|
2021
Q4 | $318K | Sell |
4,033
-41,202
| -91% | -$3.25M | ﹤0.01% | 2627 |
|
|
2021
Q3 | $2.18M | Sell |
45,235
-43,175
| -49% | -$2.08M | ﹤0.01% | 1860 |
|
|
2021
Q2 | $4.25M | Buy |
88,410
+86,884
| +5,694% | +$4.17M | ﹤0.01% | 1578 |
|
|
2021
Q1 | $61K | Sell |
1,526
-6,631
| -81% | -$265K | ﹤0.01% | 3230 |
|
|
2020
Q4 | $262K | Buy |
8,157
+5,714
| +234% | +$184K | ﹤0.01% | 2637 |
|
|
2020
Q3 | $47K | Sell |
2,443
-1,438
| -37% | -$27.7K | ﹤0.01% | 3063 |
|
|
2020
Q2 | $56K | Buy |
+3,881
| New | +$56K | ﹤0.01% | 3024 |
|
|
2020
Q1 | – | Sell |
-5,984
| Closed | -$48K | – | 3792 |
|
|
2019
Q4 | $48K | Buy |
5,984
+1,885
| +46% | +$15.1K | ﹤0.01% | 3334 |
|
|
2019
Q3 | $26K | Buy |
4,099
+225
| +6% | +$1.43K | ﹤0.01% | 3444 |
|
|
2019
Q2 | $25K | Buy |
+3,874
| New | +$25K | ﹤0.01% | 3580 |
|
|
2019
Q1 | – | Sell |
-629
| Closed | -$6K | – | 3904 |
|
|
2018
Q4 | $6K | Buy |
629
+320
| +104% | +$3.05K | ﹤0.01% | 3643 |
|
|
2018
Q3 | $3K | Sell |
309
-1
| -0.3% | -$10 | ﹤0.01% | 3889 |
|
|
2018
Q2 | $2K | Buy |
+310
| New | +$2K | ﹤0.01% | 3988 |
|
|
2016
Q3 | – | Sell |
-29,141
| Closed | -$201K | – | 3738 |
|
|
2016
Q2 | $201K | Hold |
29,141
| – | – | ﹤0.01% | 2246 |
|
|
2016
Q1 | $207K | Hold |
29,141
| – | – | ﹤0.01% | 2256 |
|
|
2015
Q4 | $229K | Buy |
29,141
+1,928
| +7% | +$15.2K | ﹤0.01% | 2191 |
|
|
2015
Q3 | $212K | Sell |
27,213
-10,298
| -27% | -$80.2K | ﹤0.01% | 2036 |
|
|
2015
Q2 | $285K | Buy |
+37,511
| New | +$285K | ﹤0.01% | 2065 |
|
|
2014
Q3 | – | Sell |
-1,020
| Closed | -$8K | – | 3578 |
|
|
2014
Q2 | $8K | Buy |
+1,020
| New | +$8K | ﹤0.01% | 3538 |
|
|
2013
Q4 | – | Sell |
-29,511
| Closed | -$376K | – | 3349 |
|
|
2013
Q3 | $376K | Hold |
29,511
| – | – | ﹤0.01% | 1620 |
|
|
2013
Q2 | $298K | Buy |
+29,511
| New | +$298K | ﹤0.01% | 1673 |
|