Focus Partners Wealth’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.4M Buy
418,318
+8,857
+2% +$221K 0.02% 486
2025
Q1
$9.6M Buy
409,461
+123,967
+43% +$2.91M 0.02% 484
2024
Q4
$7.98M Sell
285,494
-739
-0.3% -$20.7K 0.02% 510
2024
Q3
$5.83M Buy
+286,233
New +$5.83M 0.02% 520