Clearstead Advisors’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.8K | Buy |
3,001
+665
| +28% | +$16.6K | ﹤0.01% | 1151 |
|
|
2025
Q1 | $54.8K | Buy |
2,336
+2,000
| +595% | +$46.9K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $9.4K | Hold |
336
| – | – | ﹤0.01% | 1584 |
|
|
2024
Q3 | $6.85K | Sell |
336
-90
| -21% | -$1.83K | ﹤0.01% | 1660 |
|
|
2024
Q2 | $12.6K | Buy |
+426
| New | +$12.6K | ﹤0.01% | 1495 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$602 | – | 1390 |
|
|
2023
Q1 | $602 | Hold |
25
| – | – | ﹤0.01% | 1284 |
|
|
2022
Q4 | $556 | Hold |
25
| – | – | ﹤0.01% | 1221 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1157 |
|
|
2022
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1266 |
|