Covestor’s Confluent CFLT Stock Holding History

Covestor’s Portfolio CFLT Stock Details CFLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-384	Closed	-$12K	–	2307
2025 Q4	$12K	Buy	384 +4	+1%	+$98	0.01%	1475
2025 Q3	$8K	Buy	380 +3	+0.8%	+$63	﹤0.01%	1708
2025 Q2	$9K	Sell	377 -8	-2%	-$180	0.01%	1627
2025 Q1	$9K	Buy	385 +2	+0.5%	+$58	0.01%	1543
2024 Q4	$11K	Hold	383	–	–	0.01%	1464
2024 Q3	$8K	Sell	383 -12	-3%	-$269	0.01%	1649
2024 Q2	$12K	Buy	395 +3	+0.8%	+$86	0.01%	1395
2024 Q1	$12K	Buy	392 +16	+4%	+$452	0.01%	1428
2023 Q4	$9K	Sell	376 -4	-1%	-$97	0.01%	1627
2023 Q3	$11K	Sell	380 -8	-2%	-$268	0.01%	1360
2023 Q2	$14K	Buy	388 +374	+2,671%	+$10.5K	0.01%	1277
2023 Q1	$0	Sell	14 -2	-13%	-$46	﹤0.01%	2069
2022 Q4	$0	Buy	16 +3	+23%	+$70	﹤0.01%	2106
2022 Q3	$0	Buy	+13	New	+$350	﹤0.01%	2043

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Covestor's CFLT Position: Q1 2026 in Review

Covestor sold out of Confluent (CFLT) in Q1 2026, closing a stake of 384 shares — an estimated $12K sold.

Covestor first reported a position in CFLT in Q3 2022 and held it in 14 quarters. The position peaked at $14K in Q2 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Covestor reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Covestor sold 384 Confluent shares in Q1 2026, an estimated $12K.
Covestor first reported a position in Confluent in Q3 2022 and held it in 14 quarters.
Covestor's Confluent position peaked at $14K in Q2 2023.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.