Epoch Investment Partners’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-748,566
| Closed | -$26.5M | – | 282 |
|
|
2025
Q1 | $26.5M | Sell |
748,566
-41,754
| -5% | -$1.48M | 0.14% | 176 |
|
|
2024
Q4 | $27.6M | Sell |
790,320
-76,104
| -9% | -$2.65M | 0.13% | 174 |
|
|
2024
Q3 | $33.6M | Sell |
866,424
-299,965
| -26% | -$11.6M | 0.15% | 179 |
|
|
2024
Q2 | $41.3M | Buy |
1,166,389
+2,340
| +0.2% | +$82.9K | 0.19% | 175 |
|
|
2024
Q1 | $38.6M | Buy |
1,164,049
+219,699
| +23% | +$7.29M | 0.17% | 187 |
|
|
2023
Q4 | $41.3M | Buy |
944,350
+643,392
| +214% | +$28.1M | 0.19% | 182 |
|
|
2023
Q3 | $13.8M | Buy |
300,958
+31,249
| +12% | +$1.43M | 0.09% | 221 |
|
|
2023
Q2 | $13.5M | Buy |
269,709
+40,931
| +18% | +$2.04M | 0.08% | 233 |
|
|
2023
Q1 | $12.3M | Buy |
+228,778
| New | +$12.3M | 0.07% | 247 |
|