Capstone 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
Q1 | – | Sell |
-7,562
| Closed | -$211K | – | 593 |
|
|
2024
Q4 | $211K | Buy |
+7,562
| New | +$211K | ﹤0.01% | 656 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1106 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1352 |
|
|
2021
Q3 | – | Sell |
-20,000
| Closed | -$950K | – | 946 |
|
|
2021
Q2 | $950K | Buy |
+20,000
| New | +$950K | ﹤0.01% | 352 |
|