Geneos Wealth Management’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5K | Sell |
60
-384
| -86% | -$9.57K | ﹤0.01% | 2884 |
|
|
2025
Q1 | $10.4K | Buy |
444
+368
| +484% | +$8.63K | ﹤0.01% | 2555 |
|
|
2024
Q4 | $2.13K | Buy |
+76
| New | +$2.13K | ﹤0.01% | 2581 |
|
|
2024
Q1 | – | Sell |
-103
| Closed | -$2.41K | – | 2142 |
|
|
2023
Q4 | $2.41K | Sell |
103
-500
| -83% | -$11.7K | ﹤0.01% | 1882 |
|
|
2023
Q3 | $17.9K | Hold |
603
| – | – | ﹤0.01% | 1414 |
|
|
2023
Q2 | $21.3K | Buy |
603
+530
| +726% | +$18.7K | ﹤0.01% | 1356 |
|
|
2023
Q1 | $1.76K | Sell |
73
-600
| -89% | -$14.4K | ﹤0.01% | 1927 |
|
|
2022
Q4 | $15K | Hold |
673
| – | – | ﹤0.01% | 1418 |
|
|
2022
Q3 | $15K | Sell |
673
-800
| -54% | -$17.8K | ﹤0.01% | 1407 |
|
|
2022
Q2 | $36K | Buy |
1,473
+403
| +38% | +$9.85K | ﹤0.01% | 1415 |
|
|
2022
Q1 | $43K | Buy |
+1,070
| New | +$43K | ﹤0.01% | 1446 |
|