Kestra Advisory Services’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $992K | Buy |
5,688
+11
| +0.2% | +$1.92K | ﹤0.01% | 1478 |
|
2025
Q1 | $896K | Sell |
5,677
-153
| -3% | -$24.1K | ﹤0.01% | 1455 |
|
2024
Q4 | $880K | Sell |
5,830
-16
| -0.3% | -$2.42K | ﹤0.01% | 1486 |
|
2024
Q3 | $899K | Sell |
5,846
-21
| -0.4% | -$3.23K | 0.01% | 1382 |
|
2024
Q2 | $713K | Sell |
5,867
-204
| -3% | -$24.8K | ﹤0.01% | 1526 |
|
2024
Q1 | $616K | Sell |
6,071
-1,004
| -14% | -$102K | ﹤0.01% | 1532 |
|
2023
Q4 | $565K | Sell |
7,075
-1,000
| -12% | -$79.9K | ﹤0.01% | 1444 |
|
2023
Q3 | $546K | Buy |
+8,075
| New | +$546K | 0.01% | 1326 |
|