Cornerstone Investment Partners’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
5,757
+3
| +0.1% | +$160 | 0.01% | 102 |
|
|
2025
Q1 | $204K | Sell |
5,754
-503
| -8% | -$17.8K | 0.01% | 131 |
|
|
2024
Q4 | $218K | Buy |
+6,257
| New | +$218K | 0.01% | 174 |
|
|
2022
Q2 | – | Sell |
-9,150
| Closed | -$393K | – | 204 |
|
|
2022
Q1 | $393K | Hold |
9,150
| – | – | 0.02% | 93 |
|
|
2021
Q4 | $732K | Hold |
9,150
| – | – | 0.04% | 57 |
|
|
2021
Q3 | $452K | Sell |
9,150
-2,100
| -19% | -$104K | 0.03% | 70 |
|
|
2021
Q2 | $534K | Hold |
11,250
| – | – | 0.03% | 82 |
|
|
2021
Q1 | $390K | Hold |
11,250
| – | – | 0.02% | 86 |
|
|
2020
Q4 | $335K | Hold |
11,250
| – | – | 0.02% | 86 |
|
|
2020
Q3 | $200K | Hold |
11,250
| – | – | 0.01% | 121 |
|
|
2020
Q2 | $168K | Buy |
+11,250
| New | +$168K | 0.01% | 137 |
|