Lake Street Advisors Group’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$508K Sell
18,154
-327
-2% -$9.14K 0.02% 329
2024
Q3
$377K Buy
18,481
+2,263
+14% +$46.1K 0.02% 393
2024
Q2
$479K Hold
16,218
0.02% 327
2024
Q1
$495K Buy
16,218
+2,340
+17% +$71.4K 0.02% 347
2023
Q4
$325K Buy
13,878
+1,614
+13% +$37.8K 0.02% 414
2023
Q3
$363K Sell
12,264
-12,263
-50% -$363K 0.02% 220
2023
Q2
$866K Buy
24,527
+7,770
+46% +$274K 0.05% 180
2023
Q1
$403K Buy
16,757
+3,108
+23% +$74.7K 0.02% 205
2022
Q4
$304K Buy
+13,649
New +$304K 0.02% 212