LPL Financial’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
180,665
-39,460
| -18% | -$96.3K | ﹤0.01% | 4400 |
|
|
2025
Q1 | $592K | Sell |
220,125
-3,870
| -2% | -$10.4K | ﹤0.01% | 3958 |
|
|
2024
Q4 | $1.07M | Buy |
223,995
+35,335
| +19% | +$169K | ﹤0.01% | 3405 |
|
|
2024
Q3 | $581K | Buy |
188,660
+15,380
| +9% | +$47.4K | ﹤0.01% | 3809 |
|
|
2024
Q2 | $537K | Buy |
173,280
+55,865
| +48% | +$173K | ﹤0.01% | 3755 |
|
|
2024
Q1 | $410K | Buy |
117,415
+29,849
| +34% | +$104K | ﹤0.01% | 3884 |
|
|
2023
Q4 | $267K | Buy |
87,566
+1,456
| +2% | +$4.44K | ﹤0.01% | 4127 |
|
|
2023
Q3 | $163K | Buy |
86,110
+7,205
| +9% | +$13.6K | ﹤0.01% | 4250 |
|
|
2023
Q2 | $221K | Buy |
78,905
+53,090
| +206% | +$149K | ﹤0.01% | 4034 |
|
|
2023
Q1 | $107K | Buy |
+25,815
| New | +$107K | ﹤0.01% | 4165 |
|
|
2022
Q1 | – | Sell |
-9,196
| Closed | -$288K | – | 4194 |
|
|
2021
Q4 | $288K | Buy |
9,196
+311
| +4% | +$9.74K | ﹤0.01% | 3694 |
|
|
2021
Q3 | $207K | Buy |
+8,885
| New | +$207K | ﹤0.01% | 3928 |
|
|
2021
Q2 | – | Sell |
-10,705
| Closed | -$245K | – | 4210 |
|
|
2021
Q1 | $245K | Buy |
10,705
+1,000
| +10% | +$22.9K | ﹤0.01% | 3596 |
|
|
2020
Q4 | $212K | Buy |
+9,705
| New | +$212K | ﹤0.01% | 3460 |
|
|
2020
Q1 | – | Sell |
-22,146
| Closed | -$354K | – | 3228 |
|
|
2019
Q4 | $354K | Sell |
22,146
-445
| -2% | -$7.11K | ﹤0.01% | 2636 |
|
|
2019
Q3 | $310K | Sell |
22,591
-5,533
| -20% | -$75.9K | ﹤0.01% | 2643 |
|
|
2019
Q2 | $518K | Buy |
28,124
+4,126
| +17% | +$76K | ﹤0.01% | 2248 |
|
|
2019
Q1 | $493K | Buy |
23,998
+6,973
| +41% | +$143K | ﹤0.01% | 2231 |
|
|
2018
Q4 | $284K | Sell |
17,025
-6,940
| -29% | -$116K | ﹤0.01% | 2497 |
|
|
2018
Q3 | $411K | Buy |
23,965
+8,265
| +53% | +$142K | ﹤0.01% | 2391 |
|
|
2018
Q2 | $226K | Buy |
+15,700
| New | +$226K | ﹤0.01% | 2868 |
|