Commonwealth Equity Services’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,557
| Closed | -$323K | – | 4190 |
|
|
2024
Q4 | $323K | Buy |
11,557
+458
| +4% | +$12.8K | ﹤0.01% | 3343 |
|
|
2024
Q3 | $226K | Sell |
11,099
-16,127
| -59% | -$328K | ﹤0.01% | 3587 |
|
|
2024
Q2 | $804K | Sell |
27,226
-5,391
| -17% | -$159K | ﹤0.01% | 2443 |
|
|
2024
Q1 | $995K | Buy |
32,617
+18,391
| +129% | +$561K | ﹤0.01% | 2246 |
|
|
2023
Q4 | $333K | Sell |
14,226
-4,243
| -23% | -$99.3K | ﹤0.01% | 3093 |
|
|
2023
Q3 | $547K | Buy |
18,469
+8,712
| +89% | +$258K | ﹤0.01% | 2518 |
|
|
2023
Q2 | $345K | Buy |
+9,757
| New | +$345K | ﹤0.01% | 2930 |
|