LPL Financial’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
9,353
-866
| -8% | -$46.1K | ﹤0.01% | 4328 |
|
|
2025
Q1 | $362K | Buy |
10,219
+2,091
| +26% | +$74.1K | ﹤0.01% | 4360 |
|
|
2024
Q4 | $283K | Sell |
8,128
-8,146
| -50% | -$284K | ﹤0.01% | 4480 |
|
|
2024
Q3 | $631K | Buy |
16,274
+4,054
| +33% | +$157K | ﹤0.01% | 3748 |
|
|
2024
Q2 | $433K | Buy |
12,220
+374
| +3% | +$13.3K | ﹤0.01% | 3914 |
|
|
2024
Q1 | $393K | Buy |
11,846
+363
| +3% | +$12K | ﹤0.01% | 3928 |
|
|
2023
Q4 | $502K | Buy |
11,483
+212
| +2% | +$9.26K | ﹤0.01% | 3624 |
|
|
2023
Q3 | $517K | Buy |
11,271
+828
| +8% | +$38K | ﹤0.01% | 3436 |
|
|
2023
Q2 | $521K | Sell |
10,443
-3,996
| -28% | -$199K | ﹤0.01% | 3381 |
|
|
2023
Q1 | $774K | Sell |
14,439
-2,790
| -16% | -$150K | ﹤0.01% | 2955 |
|
|
2022
Q4 | $1.18M | Buy |
17,229
+2,965
| +21% | +$203K | ﹤0.01% | 2508 |
|
|
2022
Q3 | $872K | Buy |
14,264
+4,070
| +40% | +$249K | ﹤0.01% | 2646 |
|
|
2022
Q2 | $348K | Sell |
10,194
-424
| -4% | -$14.5K | ﹤0.01% | 3485 |
|
|
2022
Q1 | $456K | Buy |
10,618
+1,297
| +14% | +$55.7K | ﹤0.01% | 3260 |
|
|
2021
Q4 | $745K | Sell |
9,321
-644
| -6% | -$51.5K | ﹤0.01% | 2905 |
|
|
2021
Q3 | $493K | Buy |
9,965
+4,661
| +88% | +$231K | ﹤0.01% | 3210 |
|
|
2021
Q2 | $252K | Buy |
+5,304
| New | +$252K | ﹤0.01% | 3713 |
|
|
2021
Q1 | – | Sell |
-30,535
| Closed | -$909K | – | 4061 |
|
|
2020
Q4 | $909K | Buy |
+30,535
| New | +$909K | ﹤0.01% | 2264 |
|