DC Investments Management’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
76,642
-152,730
| -67% | -$8.12M | 1.7% | 12 |
|
|
2025
Q1 | $8.13M | Hold |
229,372
| – | – | 4.18% | 2 |
|
|
2024
Q4 | $8M | Hold |
229,372
| – | – | 5.22% | 3 |
|
|
2024
Q3 | $8.9M | Hold |
229,372
| – | – | 6.22% | 4 |
|
|
2024
Q2 | $8.13M | Buy |
229,372
+26,667
| +13% | +$945K | 6.85% | 2 |
|
|
2024
Q1 | $6.72M | Buy |
202,705
+60,000
| +42% | +$1.99M | 5.45% | 3 |
|
|
2023
Q4 | $6.23M | Buy |
+142,705
| New | +$6.23M | 6.26% | 2 |
|