Congress Wealth 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 | $11M | Sell |
207,000
-1,017
| -0.5% | -$54.1K | 0.11% | 229 |
|
|
2025
Q1 | $7.37M | Buy |
208,017
+57,400
| +38% | +$2.03M | 0.09% | 257 |
|
|
2024
Q4 | $5.25M | Sell |
150,617
-96,213
| -39% | -$3.35M | 0.07% | 279 |
|
|
2024
Q3 | $9.57M | Buy |
246,830
+56,346
| +30% | +$2.19M | 0.13% | 219 |
|
|
2024
Q2 | $6.75M | Buy |
190,484
+14,677
| +8% | +$520K | 0.11% | 217 |
|
|
2024
Q1 | $5.83M | Buy |
175,807
+51,084
| +41% | +$1.69M | 0.1% | 209 |
|
|
2023
Q4 | $5.45M | Sell |
124,723
-28,790
| -19% | -$1.26M | 0.1% | 215 |
|
|
2023
Q3 | $7.04M | Buy |
153,513
+43,052
| +39% | +$1.97M | 0.15% | 182 |
|
|
2023
Q2 | $5.51M | Buy |
110,461
+25,406
| +30% | +$1.27M | 0.13% | 180 |
|
|
2023
Q1 | $4.56M | Buy |
+85,055
| New | +$4.56M | 0.11% | 196 |
|