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