MCM
Marathon Capital Management’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Sell |
96,635
-17,755
| -16% | -$944K | 1.31% | 23 |
|
|
2025
Q1 | $4.05M | Sell |
114,390
-745
| -0.6% | -$26.4K | 1.08% | 28 |
|
|
2024
Q4 | $4.01M | Sell |
115,135
-5,705
| -5% | -$199K | 1% | 29 |
|
|
2024
Q3 | $4.69M | Buy |
120,840
+30,425
| +34% | +$1.18M | 1.14% | 23 |
|
|
2024
Q2 | $3.2M | Buy |
90,415
+6,775
| +8% | +$240K | 0.82% | 33 |
|
|
2024
Q1 | $2.77M | Buy |
83,640
+26,535
| +46% | +$880K | 0.66% | 39 |
|
|
2023
Q4 | $2.49M | Buy |
57,105
+3,025
| +6% | +$132K | 0.63% | 43 |
|
|
2023
Q3 | $2.48M | Buy |
+54,080
| New | +$2.48M | 0.62% | 45 |
|