IFP Advisors’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17
| Closed | -$957 | – | 2761 |
|
|
2025
Q1 | $957 | Sell |
17
-14
| -45% | -$788 | ﹤0.01% | 3345 |
|
|
2024
Q4 | $1.43K | Sell |
31
-5
| -14% | -$230 | ﹤0.01% | 3202 |
|
|
2024
Q3 | $1.4K | Hold |
36
| – | – | ﹤0.01% | 3015 |
|
|
2024
Q2 | $1.28K | Sell |
36
-23
| -39% | -$815 | ﹤0.01% | 2934 |
|
|
2024
Q1 | $1.96K | Hold |
59
| – | – | ﹤0.01% | 2699 |
|
|
2023
Q4 | $2.58K | Sell |
59
-13
| -18% | -$568 | ﹤0.01% | 2618 |
|
|
2023
Q3 | $3.3K | Sell |
72
-2,883
| -98% | -$132K | ﹤0.01% | 2673 |
|
|
2023
Q2 | $147K | Hold |
2,955
| – | – | 0.01% | 1161 |
|
|
2023
Q1 | $21.6K | Sell |
2,955
-2,974
| -50% | -$21.7K | ﹤0.01% | 1988 |
|
|
2022
Q4 | $49K | Sell |
5,929
-163
| -3% | -$1.35K | ﹤0.01% | 2255 |
|
|
2022
Q3 | $53K | Buy |
6,092
+59
| +1% | +$513 | ﹤0.01% | 2318 |
|
|
2022
Q2 | $52K | Hold |
6,033
| – | – | ﹤0.01% | 2138 |
|
|
2022
Q1 | $52K | Buy |
6,033
+2,151
| +55% | +$18.5K | ﹤0.01% | 2138 |
|
|
2021
Q4 | $310K | Buy |
3,882
+692
| +22% | +$55.3K | 0.01% | 757 |
|
|
2021
Q3 | $157K | Sell |
3,190
-133
| -4% | -$6.55K | ﹤0.01% | 1047 |
|
|
2021
Q2 | $158K | Buy |
3,323
+100
| +3% | +$4.76K | ﹤0.01% | 1024 |
|
|
2021
Q1 | $112K | Hold |
3,223
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q4 | $96K | Buy |
+3,223
| New | +$96K | ﹤0.01% | 1151 |
|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$7K | – | 4048 |
|
|
2017
Q1 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 3066 |
|