Creative Planning’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.39M | Buy |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.39M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $6K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $35K | Hold |
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|
2016
Q1 | $36K | Hold |
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|
2015
Q4 | $40K | Hold |
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|
2015
Q3 | $40K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $43K | Hold |
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|
2014
Q4 | $51K | Hold |
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|
2014
Q3 | $49K | Sell |
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|
2014
Q2 | $51K | Buy |
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|
2014
Q1 | $35K | Hold |
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|
2013
Q4 | $40K | Hold |
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|
2013
Q3 | $53K | Buy |
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|
2013
Q2 | $26K | Buy |
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