Clearstead Advisors’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $172K | Buy |
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|
2025
Q2 | $74.8K | Buy |
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|
2025
Q1 | $54.8K | Buy |
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|
2024
Q4 | $9.39K | Hold |
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|
2024
Q3 | $6.85K | Sell |
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|
2024
Q2 | $12.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $602 | Hold |
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|
2022
Q4 | $556 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
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