Bell Investment Advisors’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96K | Buy |
159
+144
| +960% | +$3.59K | ﹤0.01% | 1093 |
|
|
2025
Q1 | $352 | Hold |
15
| – | – | ﹤0.01% | 1838 |
|
|
2024
Q4 | $420 | Sell |
15
-16
| -52% | -$448 | ﹤0.01% | 1825 |
|
|
2024
Q3 | $632 | Hold |
31
| – | – | ﹤0.01% | 1723 |
|
|
2024
Q2 | $916 | Buy |
31
+15
| +94% | +$443 | ﹤0.01% | 1636 |
|
|
2024
Q1 | $489 | Hold |
16
| – | – | ﹤0.01% | 1831 |
|
|
2023
Q4 | $375 | Hold |
16
| – | – | ﹤0.01% | 1874 |
|
|
2023
Q3 | $474 | Sell |
16
-9
| -36% | -$267 | ﹤0.01% | 1817 |
|
|
2023
Q2 | $883 | Sell |
25
-23
| -48% | -$812 | ﹤0.01% | 1628 |
|
|
2023
Q1 | $1.16K | Buy |
48
+23
| +92% | +$554 | ﹤0.01% | 1497 |
|
|
2022
Q4 | $556 | Sell |
25
-22
| -47% | -$489 | ﹤0.01% | 1765 |
|
|
2022
Q3 | $1K | Buy |
47
+22
| +88% | +$468 | ﹤0.01% | 1343 |
|
|
2022
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1364 |
|