Cerity Partners’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
29,723
-3,829
| -11% | -$95.5K | ﹤0.01% | 1661 |
|
|
2025
Q1 | $786K | Sell |
33,552
-8,595
| -20% | -$201K | ﹤0.01% | 1534 |
|
|
2024
Q4 | $1.15M | Buy |
42,147
+7,018
| +20% | +$192K | ﹤0.01% | 1348 |
|
|
2024
Q3 | $716K | Buy |
35,129
+7,705
| +28% | +$157K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $810K | Sell |
27,424
-313
| -1% | -$9.24K | ﹤0.01% | 1320 |
|
|
2024
Q1 | $847K | Buy |
27,737
+3,354
| +14% | +$102K | ﹤0.01% | 1355 |
|
|
2023
Q4 | $571K | Sell |
24,383
-5,660
| -19% | -$132K | ﹤0.01% | 1210 |
|
|
2023
Q3 | $890K | Buy |
30,043
+11,336
| +61% | +$336K | ﹤0.01% | 784 |
|
|
2023
Q2 | $661K | Buy |
+18,707
| New | +$661K | ﹤0.01% | 1071 |
|