Capstone Investment Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
+5,596
| New | +$298K | ﹤0.01% | 715 |
|
|
2024
Q2 | – | Sell |
-9,695
| Closed | -$321K | – | 1093 |
|
|
2024
Q1 | $321K | Buy |
+9,695
| New | +$321K | ﹤0.01% | 1007 |
|
|
2023
Q3 | – | Sell |
-11,368
| Closed | -$567K | – | 1120 |
|
|
2023
Q2 | $567K | Buy |
+11,368
| New | +$567K | ﹤0.01% | 413 |
|