Congress Asset Management’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.4M | Buy |
1,417,944
+39,447
| +3% | +$2.1M | 0.52% | 79 |
|
|
2025
Q1 | $48.9M | Buy |
1,378,497
+103,175
| +8% | +$3.66M | 0.37% | 108 |
|
|
2024
Q4 | $44.5M | Sell |
1,275,322
-290,149
| -19% | -$10.1M | 0.3% | 112 |
|
|
2024
Q3 | $60.7M | Buy |
1,565,471
+361,805
| +30% | +$14M | 0.41% | 92 |
|
|
2024
Q2 | $42.6M | Buy |
1,203,666
+157,799
| +15% | +$5.59M | 0.31% | 106 |
|
|
2024
Q1 | $34.7M | Buy |
1,045,867
+170,180
| +19% | +$5.64M | 0.25% | 111 |
|
|
2023
Q4 | $38.3M | Buy |
875,687
+76,546
| +10% | +$3.34M | 0.3% | 95 |
|
|
2023
Q3 | $36.6M | Buy |
799,141
+254,390
| +47% | +$11.7M | 0.32% | 85 |
|
|
2023
Q2 | $27.2M | Buy |
544,751
+134,768
| +33% | +$6.73M | 0.24% | 100 |
|
|
2023
Q1 | $22M | Buy |
+409,983
| New | +$22M | 0.2% | 101 |
|