HighTower 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 | $7.77M | Buy |
146,006
+26,753
| +22% | +$1.42M | 0.01% | 907 |
|
|
2025
Q1 | $4.23M | Buy |
119,253
+1,008
| +0.9% | +$35.7K | 0.01% | 1124 |
|
|
2024
Q4 | $4.12M | Buy |
118,245
+27,622
| +30% | +$963K | 0.01% | 1127 |
|
|
2024
Q3 | $3.51M | Buy |
+90,623
| New | +$3.51M | 0.01% | 1194 |
|
|
2023
Q1 | – | Sell |
-3,488
| Closed | -$241K | – | 3143 |
|
|
2022
Q4 | $241K | Buy |
+3,488
| New | +$241K | ﹤0.01% | 2607 |
|