Envestnet Asset Management’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Sell |
100,228
-30,075
| -23% | -$1.6M | ﹤0.01% | 2159 |
|
|
2025
Q1 | $4.62M | Sell |
130,303
-22,252
| -15% | -$789K | ﹤0.01% | 2182 |
|
|
2024
Q4 | $5.32M | Sell |
152,555
-6,363
| -4% | -$222K | ﹤0.01% | 2062 |
|
|
2024
Q3 | $6.16M | Buy |
158,918
+29,559
| +23% | +$1.15M | ﹤0.01% | 1962 |
|
|
2024
Q2 | $4.58M | Buy |
129,359
+28,685
| +28% | +$1.02M | ﹤0.01% | 2080 |
|
|
2024
Q1 | $3.34M | Buy |
100,674
+19,553
| +24% | +$648K | ﹤0.01% | 2251 |
|
|
2023
Q4 | $3.54M | Buy |
81,121
+31,019
| +62% | +$1.36M | ﹤0.01% | 2119 |
|
|
2023
Q3 | $2.3M | Buy |
50,102
+11,212
| +29% | +$514K | ﹤0.01% | 2292 |
|
|
2023
Q2 | $1.94M | Buy |
38,890
+3,734
| +11% | +$186K | ﹤0.01% | 2297 |
|
|
2023
Q1 | $1.88M | Buy |
35,156
+5,646
| +19% | +$303K | ﹤0.01% | 2241 |
|
|
2022
Q4 | $2.02M | Buy |
29,510
+6,436
| +28% | +$440K | ﹤0.01% | 2159 |
|
|
2022
Q3 | $1.41M | Sell |
23,074
-4,797
| -17% | -$293K | ﹤0.01% | 2299 |
|
|
2022
Q2 | $952K | Buy |
27,871
+9,144
| +49% | +$312K | ﹤0.01% | 2631 |
|
|
2022
Q1 | $804K | Buy |
18,727
+12,779
| +215% | +$549K | ﹤0.01% | 2813 |
|
|
2021
Q4 | $476K | Buy |
5,948
+1,060
| +22% | +$84.8K | ﹤0.01% | 3101 |
|
|
2021
Q3 | $242K | Buy |
+4,888
| New | +$242K | ﹤0.01% | 3413 |
|
|
2018
Q3 | – | Sell |
-9,637
| Closed | -$75K | – | 1435 |
|
|
2018
Q2 | $75K | Sell |
9,637
-311
| -3% | -$2.42K | ﹤0.01% | 2066 |
|
|
2018
Q1 | $68K | Buy |
9,948
+210
| +2% | +$1.44K | ﹤0.01% | 2040 |
|
|
2017
Q4 | $58K | Buy |
9,738
+3,367
| +53% | +$20.1K | ﹤0.01% | 2279 |
|
|
2017
Q3 | $32K | Sell |
6,371
-1,023
| -14% | -$5.14K | ﹤0.01% | 2404 |
|
|
2017
Q2 | $51K | Buy |
7,394
+24
| +0.3% | +$166 | ﹤0.01% | 2353 |
|
|
2017
Q1 | $53K | Buy |
7,370
+150
| +2% | +$1.08K | ﹤0.01% | 2387 |
|
|
2016
Q4 | $56K | Sell |
7,220
-4
| -0.1% | -$31 | ﹤0.01% | 2403 |
|
|
2016
Q3 | $53K | Buy |
7,224
+389
| +6% | +$2.85K | ﹤0.01% | 2572 |
|
|
2016
Q2 | $47K | Buy |
6,835
+1,348
| +25% | +$9.27K | ﹤0.01% | 2753 |
|
|
2016
Q1 | $39K | Sell |
5,487
-216
| -4% | -$1.54K | ﹤0.01% | 2804 |
|
|
2015
Q4 | $45K | Buy |
5,703
+27
| +0.5% | +$213 | ﹤0.01% | 2707 |
|
|
2015
Q3 | $44K | Buy |
+5,676
| New | +$44K | ﹤0.01% | 2698 |
|
|
2014
Q1 | – | Sell |
-187
| Closed | -$2K | – | 2550 |
|
|
2013
Q4 | $2K | Buy |
187
+73
| +64% | +$781 | ﹤0.01% | 2219 |
|
|
2013
Q3 | $1K | Buy |
+114
| New | +$1K | ﹤0.01% | 2253 |
|