LPL Financial’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$683K Sell
2025
Q2
$1.1M Sell
2025
Q1
$1.35M Sell
2024
Q4
$1.87M Buy
2024
Q3
$946K Sell
2024
Q2
$2.25M Buy
2024
Q1
$1.89M Buy
2023
Q4
$1.2M Sell
2023
Q3
$1.55M Buy
2023
Q2
$1.42M Buy
2023
Q1
$395K Buy
2022
Q4
$202K Buy
2022
Q3
$211K Buy