IFP Advisors’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3,891
| Closed | -$121K | – | 5162 |
|
|
2026
Q1 | $121K | Sell |
3,891
-5,743
| -60% | -$176K | ﹤0.01% | 1713 |
|
|
2025
Q4 | $291K | Buy |
9,634
+2,413
| +33% | +$59.2K | 0.01% | 1185 |
|
|
2025
Q3 | $143K | Buy |
7,221
+2,510
| +53% | +$52.5K | ﹤0.01% | 1465 |
|
|
2025
Q2 | $150K | Sell |
4,711
-171
| -4% | -$3.85K | ﹤0.01% | 1415 |
|
|
2025
Q1 | $114K | Sell |
4,882
-63
| -1% | -$1.82K | ﹤0.01% | 1453 |
|
|
2024
Q4 | $138K | Buy |
4,945
+1,613
| +48% | +$43.2K | ﹤0.01% | 1313 |
|
|
2024
Q3 | $67.9K | Buy |
3,332
+2,703
| +430% | +$60.5K | ﹤0.01% | 1584 |
|
|
2024
Q2 | $18.6K | Buy |
629
+286
| +83% | +$8.22K | ﹤0.01% | 2121 |
|
|
2024
Q1 | $10.5K | Sell |
343
-850
| -71% | -$24K | ﹤0.01% | 2216 |
|
|
2023
Q4 | $27.9K | Buy |
1,193
+717
| +151% | +$17.3K | ﹤0.01% | 1784 |
|
|
2023
Q3 | $14.1K | Buy |
476
+472
| +11,800% | +$15.8K | ﹤0.01% | 2114 |
|
|
2023
Q2 | $141 | Buy |
+4
| New | +$112 | ﹤0.01% | 3334 |
|
|
2023
Q1 | – | Sell |
-268
| Closed | -$12K | – | 3535 |
|
|
2022
Q4 | $12K | Sell |
268
-413
| -61% | -$9.57K | ﹤0.01% | 3249 |
|
|
2022
Q3 | $33K | Buy |
681
+46
| +7% | +$1.24K | ﹤0.01% | 2684 |
|
|
2022
Q2 | $31K | Hold |
635
| – | – | ﹤0.01% | 2501 |
|
|
2022
Q1 | $31K | Buy |
+635
| New | +$33.1K | ﹤0.01% | 2501 |
|
IFP Advisors's CFLT Position: Q2 2026 in Review
IFP Advisors sold out of Confluent (CFLT) in Q2 2026, closing a stake of 3,891 shares — an estimated $121K sold.
IFP Advisors first reported a position in CFLT in Q1 2022 and held it in 16 quarters. The position peaked at $291K in Q4 2025. 0 funds tracked by Wall St. Rank hold CFLT as of Q2 2026.
- IFP Advisors reported no remaining Confluent position as of Q2 2026 after selling out during the quarter.
- IFP Advisors sold 3,891 Confluent shares in Q2 2026, an estimated $121K.
- IFP Advisors first reported a position in Confluent in Q1 2022 and held it in 16 quarters.
- IFP Advisors's Confluent position peaked at $291K in Q4 2025.
- 0 funds tracked by Wall St. Rank held Confluent as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.