Larson Financial Group’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798 | Buy |
15
+1
| +7% | +$53 | ﹤0.01% | 2697 |
|
|
2025
Q1 | $496 | Hold |
14
| – | – | ﹤0.01% | 2555 |
|
|
2024
Q4 | $488 | Hold |
14
| – | – | ﹤0.01% | 2194 |
|
|
2024
Q3 | $543 | Hold |
14
| – | – | ﹤0.01% | 2086 |
|
|
2024
Q2 | $496 | Buy |
14
+4
| +40% | +$142 | ﹤0.01% | 1833 |
|
|
2024
Q1 | $332 | Hold |
10
| – | – | ﹤0.01% | 1592 |
|
|
2023
Q4 | $437 | Hold |
10
| – | – | ﹤0.01% | 1584 |
|
|
2023
Q3 | $458 | Hold |
10
| – | – | ﹤0.01% | 1581 |
|
|
2023
Q2 | $499 | Hold |
10
| – | – | ﹤0.01% | 1437 |
|
|
2023
Q1 | $536 | Buy |
+10
| New | +$536 | ﹤0.01% | 1405 |
|