J.W. Cole Advisors’s Confluent CFLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
13,880
+993
+8% +$24.8K 0.01% 1069
2025
Q1
$302K Buy
12,887
+2,837
+28% +$66.5K 0.01% 960
2024
Q4
$281K Buy
+10,050
New +$281K 0.01% 801