Clay Northam Wealth Management’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $457K | Sell |
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|
2025
Q3 | $398K | Hold |
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|
2025
Q2 | $501K | Sell |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $667K | Hold |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $701K | Sell |
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|
2024
Q1 | $734K | Hold |
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|
2023
Q4 | $563K | Buy |
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|
2023
Q3 | $703K | Hold |
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|
2023
Q2 | $839K | Hold |
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|
2023
Q1 | $572K | Hold |
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|
2022
Q4 | $528K | Hold |
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|
2022
Q3 | $565K | Hold |
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|
2022
Q2 | $552K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.18M | Buy |
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