Farther Finance Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42K | Buy |
83
+17
| +26% | +$904 | ﹤0.01% | 3402 |
|
|
2025
Q1 | $2.32K | Sell |
66
-1,478
| -96% | -$52K | ﹤0.01% | 3329 |
|
|
2024
Q4 | $53.8K | Sell |
1,544
-219
| -12% | -$7.64K | ﹤0.01% | 1625 |
|
|
2024
Q3 | $68.4K | Buy |
1,763
+522
| +42% | +$20.2K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $43.2K | Buy |
1,241
+1,210
| +3,903% | +$42.2K | ﹤0.01% | 1480 |
|
|
2024
Q1 | $1.01K | Sell |
31
-11
| -26% | -$357 | ﹤0.01% | 2769 |
|
|
2023
Q4 | $1.84K | Buy |
42
+4
| +11% | +$175 | ﹤0.01% | 2463 |
|
|
2023
Q3 | $1.74K | Hold |
38
| – | – | ﹤0.01% | 1908 |
|
|
2023
Q2 | $1.9K | Hold |
38
| – | – | ﹤0.01% | 1773 |
|
|
2023
Q1 | $2.04K | Hold |
38
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q4 | $2.6K | Buy |
+38
| New | +$2.6K | ﹤0.01% | 1362 |
|