Creative Planning’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
28,464
+9,823
| +53% | +$522K | ﹤0.01% | 1534 |
|
|
2025
Q1 | $661K | Buy |
18,641
+7,464
| +67% | +$265K | ﹤0.01% | 2047 |
|
|
2024
Q4 | $390K | Sell |
11,177
-2,477
| -18% | -$86.4K | ﹤0.01% | 2451 |
|
|
2024
Q3 | $530K | Sell |
13,654
-828
| -6% | -$32.1K | ﹤0.01% | 2055 |
|
|
2024
Q2 | $513K | Buy |
+14,482
| New | +$513K | ﹤0.01% | 1912 |
|
|
2024
Q1 | – | Sell |
-5,558
| Closed | -$243K | – | 2866 |
|
|
2023
Q4 | $243K | Buy |
5,558
+553
| +11% | +$24.2K | ﹤0.01% | 2252 |
|
|
2023
Q3 | $229K | Buy |
5,005
+355
| +8% | +$16.3K | ﹤0.01% | 2131 |
|
|
2023
Q2 | $232K | Buy |
4,650
+445
| +11% | +$22.2K | ﹤0.01% | 2093 |
|
|
2023
Q1 | $225K | Sell |
4,205
-1,076
| -20% | -$57.7K | ﹤0.01% | 2028 |
|
|
2022
Q4 | $361K | Buy |
5,281
+1,349
| +34% | +$92.3K | ﹤0.01% | 1596 |
|
|
2022
Q3 | $240K | Buy |
+3,932
| New | +$240K | ﹤0.01% | 1770 |
|
|
2022
Q1 | – | Sell |
-3,580
| Closed | -$286K | – | 2281 |
|
|
2021
Q4 | $286K | Buy |
+3,580
| New | +$286K | ﹤0.01% | 1655 |
|
|
2021
Q2 | – | Sell |
-40,140
| Closed | -$1.39M | – | 2046 |
|
|
2021
Q1 | $1.39M | Buy |
+40,140
| New | +$1.39M | ﹤0.01% | 866 |
|
|
2017
Q3 | – | Sell |
-830
| Closed | -$6K | – | 2106 |
|
|
2017
Q2 | $6K | Hold |
830
| – | – | ﹤0.01% | 3835 |
|
|
2017
Q1 | $6K | Buy |
+830
| New | +$6K | ﹤0.01% | 3798 |
|
|
2016
Q3 | – | Sell |
-5,130
| Closed | -$35K | – | 4374 |
|
|
2016
Q2 | $35K | Hold |
5,130
| – | – | ﹤0.01% | 2370 |
|
|
2016
Q1 | $36K | Hold |
5,130
| – | – | ﹤0.01% | 2307 |
|
|
2015
Q4 | $40K | Hold |
5,130
| – | – | ﹤0.01% | 2267 |
|
|
2015
Q3 | $40K | Buy |
+5,130
| New | +$40K | ﹤0.01% | 2184 |
|
|
2015
Q2 | – | Sell |
-5,130
| Closed | -$43K | – | 1320 |
|
|
2015
Q1 | $43K | Hold |
5,130
| – | – | ﹤0.01% | 2102 |
|
|
2014
Q4 | $51K | Hold |
5,130
| – | – | ﹤0.01% | 1972 |
|
|
2014
Q3 | $49K | Sell |
5,130
-1,079
| -17% | -$10.3K | ﹤0.01% | 1924 |
|
|
2014
Q2 | $51K | Buy |
6,209
+2,021
| +48% | +$16.6K | ﹤0.01% | 1854 |
|
|
2014
Q1 | $35K | Hold |
4,188
| – | – | ﹤0.01% | 2010 |
|
|
2013
Q4 | $40K | Hold |
4,188
| – | – | ﹤0.01% | 1751 |
|
|
2013
Q3 | $53K | Buy |
4,188
+1,645
| +65% | +$20.8K | ﹤0.01% | 1470 |
|
|
2013
Q2 | $26K | Buy |
+2,543
| New | +$26K | ﹤0.01% | 1763 |
|