IFP Advisors’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Sell |
4,711
-171
| -4% | -$5.45K | ﹤0.01% | 1415 |
|
|
2025
Q1 | $114K | Sell |
4,882
-63
| -1% | -$1.48K | ﹤0.01% | 1453 |
|
|
2024
Q4 | $138K | Buy |
4,945
+1,613
| +48% | +$45.1K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $67.9K | Buy |
3,332
+2,703
| +430% | +$55.1K | ﹤0.01% | 1584 |
|
|
2024
Q2 | $18.6K | Buy |
629
+286
| +83% | +$8.45K | ﹤0.01% | 2121 |
|
|
2024
Q1 | $10.5K | Sell |
343
-850
| -71% | -$25.9K | ﹤0.01% | 2216 |
|
|
2023
Q4 | $27.9K | Buy |
1,193
+717
| +151% | +$16.8K | ﹤0.01% | 1784 |
|
|
2023
Q3 | $14.1K | Buy |
476
+472
| +11,800% | +$14K | ﹤0.01% | 2114 |
|
|
2023
Q2 | $141 | Buy |
+4
| New | +$141 | ﹤0.01% | 3334 |
|
|
2023
Q1 | – | Sell |
-268
| Closed | -$12K | – | 3535 |
|
|
2022
Q4 | $12K | Sell |
268
-413
| -61% | -$18.5K | ﹤0.01% | 3249 |
|
|
2022
Q3 | $33K | Buy |
681
+46
| +7% | +$2.23K | ﹤0.01% | 2685 |
|
|
2022
Q2 | $31K | Hold |
635
| – | – | ﹤0.01% | 2502 |
|
|
2022
Q1 | $31K | Buy |
+635
| New | +$31K | ﹤0.01% | 2502 |
|