Fortitude Advisory Group’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Sell
18,611
-409
-2% -$10.2K 0.27% 78
2025
Q1
$409K Sell
19,020
-14,480
-43% -$311K 0.29% 70
2024
Q4
$937K Sell
33,500
-13,825
-29% -$387K 0.56% 29
2024
Q3
$964K Buy
47,325
+11,708
+33% +$239K 0.61% 29
2024
Q2
$1.05M Buy
35,617
+5,682
+19% +$168K 0.63% 24
2024
Q1
$914K Buy
29,935
+16,095
+116% +$491K 0.52% 31
2023
Q4
$324K Buy
+13,840
New +$324K 0.2% 119