Commonwealth Equity Services’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,546
| Closed | -$437K | – | 4187 |
|
|
2024
Q4 | $437K | Sell |
12,546
-1,154
| -8% | -$40.2K | ﹤0.01% | 3071 |
|
|
2024
Q3 | $531K | Buy |
13,700
+275
| +2% | +$10.7K | ﹤0.01% | 2849 |
|
|
2024
Q2 | $476K | Sell |
13,425
-2,106
| -14% | -$74.7K | ﹤0.01% | 2875 |
|
|
2024
Q1 | $515K | Buy |
15,531
+9,309
| +150% | +$309K | ﹤0.01% | 2797 |
|
|
2023
Q4 | $272K | Buy |
6,222
+289
| +5% | +$12.6K | ﹤0.01% | 3250 |
|
|
2023
Q3 | $272K | Sell |
5,933
-53
| -0.9% | -$2.43K | ﹤0.01% | 3117 |
|
|
2023
Q2 | $299K | Sell |
5,986
-40
| -0.7% | -$2K | ﹤0.01% | 3061 |
|
|
2023
Q1 | $322 | Buy |
6,026
+602
| +11% | +$32 | ﹤0.01% | 2913 |
|
|
2022
Q4 | $371K | Buy |
5,424
+266
| +5% | +$18.2K | ﹤0.01% | 2709 |
|
|
2022
Q3 | $315K | Sell |
5,158
-1,400
| -21% | -$85.5K | ﹤0.01% | 2784 |
|
|
2022
Q2 | $223K | Sell |
6,558
-116
| -2% | -$3.94K | ﹤0.01% | 3105 |
|
|
2022
Q1 | $286K | Sell |
6,674
-1,963
| -23% | -$84.1K | ﹤0.01% | 3021 |
|
|
2021
Q4 | $690K | Buy |
8,637
+1,854
| +27% | +$148K | ﹤0.01% | 2265 |
|
|
2021
Q3 | $335K | Buy |
6,783
+1,030
| +18% | +$50.9K | ﹤0.01% | 2806 |
|
|
2021
Q2 | $273K | Sell |
5,753
-1,075
| -16% | -$51K | ﹤0.01% | 2991 |
|
|
2021
Q1 | $236K | Sell |
6,828
-4,721
| -41% | -$163K | ﹤0.01% | 2986 |
|
|
2020
Q4 | $343K | Buy |
11,549
+953
| +9% | +$28.3K | ﹤0.01% | 2459 |
|
|
2020
Q3 | $188K | Buy |
+10,596
| New | +$188K | ﹤0.01% | 2746 |
|
|
2019
Q1 | – | Sell |
-11,550
| Closed | -$112K | – | 2747 |
|
|
2018
Q4 | $112K | Buy |
11,550
+1,263
| +12% | +$12.2K | ﹤0.01% | 2476 |
|
|
2018
Q3 | $83K | Buy |
10,287
+237
| +2% | +$1.91K | ﹤0.01% | 2661 |
|
|
2018
Q2 | $78K | Sell |
10,050
-200
| -2% | -$1.55K | ﹤0.01% | 2624 |
|
|
2018
Q1 | $70K | Buy |
+10,250
| New | +$70K | ﹤0.01% | 2574 |
|
|
2017
Q4 | – | Sell |
-12,550
| Closed | -$63K | – | 2685 |
|
|
2017
Q3 | $63K | Sell |
12,550
-5,300
| -30% | -$26.6K | ﹤0.01% | 2453 |
|
|
2017
Q2 | $122K | Sell |
17,850
-4,500
| -20% | -$30.8K | ﹤0.01% | 2341 |
|
|
2017
Q1 | $162K | Sell |
22,350
-8,800
| -28% | -$63.8K | ﹤0.01% | 2212 |
|
|
2016
Q4 | $240K | Sell |
31,150
-250
| -0.8% | -$1.93K | ﹤0.01% | 1930 |
|
|
2016
Q3 | $231K | Sell |
31,400
-50,000
| -61% | -$368K | ﹤0.01% | 1902 |
|
|
2016
Q2 | $562K | Sell |
81,400
-38,000
| -32% | -$262K | ﹤0.01% | 1282 |
|
|
2016
Q1 | $847K | Sell |
119,400
-3,300
| -3% | -$23.4K | 0.01% | 1033 |
|
|
2015
Q4 | $966K | Sell |
122,700
-2,707
| -2% | -$21.3K | 0.01% | 948 |
|
|
2015
Q3 | $977K | Sell |
125,407
-3,093
| -2% | -$24.1K | 0.01% | 905 |
|
|
2015
Q2 | $978K | Sell |
128,500
-3,000
| -2% | -$22.8K | 0.01% | 975 |
|
|
2015
Q1 | $1.1M | Buy |
131,500
+2,500
| +2% | +$21K | 0.01% | 895 |
|
|
2014
Q4 | $1.29M | Buy |
129,000
+5,625
| +5% | +$56.4K | 0.01% | 768 |
|
|
2014
Q3 | $1.18M | Buy |
123,375
+500
| +0.4% | +$4.79K | 0.01% | 782 |
|
|
2014
Q2 | $1.01M | Sell |
122,875
-3,225
| -3% | -$26.4K | 0.01% | 864 |
|
|
2014
Q1 | $1.06M | Sell |
126,100
-2,500
| -2% | -$21.1K | 0.01% | 776 |
|
|
2013
Q4 | $1.24M | Sell |
128,600
-275
| -0.2% | -$2.65K | 0.02% | 664 |
|
|
2013
Q3 | $1.64M | Sell |
128,875
-6,000
| -4% | -$76.4K | 0.03% | 519 |
|
|
2013
Q2 | $1.36M | Buy |
+134,875
| New | +$1.36M | 0.02% | 542 |
|