Lake Street Advisors Group’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$508K Sell
2024
Q3
$377K Buy
2024
Q2
$479K Hold
2024
Q1
$495K Buy
2023
Q4
$325K Buy
2023
Q3
$363K Sell
2023
Q2
$866K Buy
2023
Q1
$403K Buy
2022
Q4
$304K Buy