Clark Financial Services Group’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 |
-14,466
| Closed | -$405K | – | 98 |
|
|
2024
Q4 | $405K | Buy |
+14,466
| New | +$405K | 0.31% | 39 |
|
|
2024
Q3 | – | Sell |
-8,117
| Closed | -$239K | – | 78 |
|
|
2024
Q2 | $239K | Sell |
8,117
-175
| -2% | -$5.15K | 0.25% | 53 |
|
|
2024
Q1 | $253K | Buy |
+8,292
| New | +$253K | 0.3% | 46 |
|
|
2023
Q4 | – | Sell |
-8,484
| Closed | -$251K | – | 60 |
|
|
2023
Q3 | $251K | Sell |
8,484
-141
| -2% | -$4.18K | 0.34% | 44 |
|
|
2023
Q2 | $305K | Buy |
8,625
+17
| +0.2% | +$600 | 0.41% | 41 |
|
|
2023
Q1 | $207K | Buy |
+8,608
| New | +$207K | 0.31% | 53 |
|
|
2022
Q4 | – | Sell |
-8,529
| Closed | -$203K | – | 58 |
|
|
2022
Q3 | $203K | Buy |
+8,529
| New | +$203K | 0.21% | 55 |
|