CIBC Private Wealth Group’s Confluent CFLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22K Buy
881
+237
+37% +$5.91K ﹤0.01% 1981
2025
Q1
$12.7K Buy
644
+462
+254% +$9.09K ﹤0.01% 2157
2024
Q4
$5.22K Sell
182
-70
-28% -$2.01K ﹤0.01% 2457
2024
Q3
$5.14K Sell
252
-2,694
-91% -$54.9K ﹤0.01% 2581
2024
Q2
$86K Sell
2,946
-73,705
-96% -$2.15M ﹤0.01% 1458
2024
Q1
$2.29M Buy
76,651
+5,181
+7% +$155K ﹤0.01% 524
2023
Q4
$1.67M Buy
+71,470
New +$1.67M ﹤0.01% 537
2023
Q3
Sell
-55,838
Closed -$1.97M 1085
2023
Q2
$1.97M Sell
55,838
-13,854
-20% -$489K ﹤0.01% 507
2023
Q1
$1.68M Buy
69,692
+607
+0.9% +$14.6K ﹤0.01% 548
2022
Q4
$1.54M Sell
69,085
-3,158
-4% -$70.2K 0.01% 457
2022
Q3
$1.72M Buy
+72,243
New +$1.72M ﹤0.01% 503