Creative Planning’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
59,793
-5,888
| -9% | -$147K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $1.54M | Sell |
65,681
-2,924
| -4% | -$68.5K | ﹤0.01% | 1378 |
|
|
2024
Q4 | $1.92M | Sell |
68,605
-26,334
| -28% | -$736K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $1.41M | Buy |
94,939
+29,899
| +46% | +$444K | ﹤0.01% | 1277 |
|
|
2024
Q2 | $1.92M | Buy |
65,040
+3,248
| +5% | +$95.9K | ﹤0.01% | 1004 |
|
|
2024
Q1 | $1.89M | Buy |
61,792
+2,610
| +4% | +$79.7K | ﹤0.01% | 987 |
|
|
2023
Q4 | $1.38M | Buy |
59,182
+782
| +1% | +$18.3K | ﹤0.01% | 1075 |
|
|
2023
Q3 | $1.73M | Buy |
58,400
+35,250
| +152% | +$1.04M | ﹤0.01% | 921 |
|
|
2023
Q2 | $817K | Buy |
23,150
+7,820
| +51% | +$276K | ﹤0.01% | 1237 |
|
|
2023
Q1 | $369K | Buy |
15,330
+3,893
| +34% | +$93.7K | ﹤0.01% | 1660 |
|
|
2022
Q4 | $254K | Buy |
+11,437
| New | +$254K | ﹤0.01% | 1832 |
|