NewEdge Advisors’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.9K | Buy |
3,005
+24
| +0.8% | +$598 | ﹤0.01% | 2530 |
|
|
2025
Q1 | $69.9K | Buy |
2,981
+207
| +7% | +$4.85K | ﹤0.01% | 2420 |
|
|
2024
Q4 | $77.6K | Sell |
2,774
-83
| -3% | -$2.32K | ﹤0.01% | 2363 |
|
|
2024
Q3 | $58.2K | Hold |
2,857
| – | – | ﹤0.01% | 2381 |
|
|
2024
Q2 | $84.4K | Sell |
2,857
-11
| -0.4% | -$325 | ﹤0.01% | 2174 |
|
|
2024
Q1 | $87.5K | Buy |
2,868
+62
| +2% | +$1.89K | ﹤0.01% | 2105 |
|
|
2023
Q4 | $65.7K | Buy |
2,806
+6
| +0.2% | +$140 | ﹤0.01% | 2123 |
|
|
2023
Q3 | $82.9K | Sell |
2,800
-14,594
| -84% | -$432K | ﹤0.01% | 1908 |
|
|
2023
Q2 | $614K | Buy |
17,394
+16,844
| +3,063% | +$595K | 0.01% | 1084 |
|
|
2023
Q1 | $13.2K | Buy |
550
+331
| +151% | +$7.97K | ﹤0.01% | 2486 |
|
|
2022
Q4 | $2.65K | Buy |
+219
| New | +$2.65K | ﹤0.01% | 2766 |
|
|
2022
Q3 | – | Sell |
-9,767
| Closed | -$227K | – | 1548 |
|
|
2022
Q2 | $227K | Buy |
+9,767
| New | +$227K | ﹤0.01% | 1336 |
|
|
2022
Q1 | – | Sell |
-5,616
| Closed | -$428K | – | 1220 |
|
|
2021
Q4 | $428K | Buy |
+5,616
| New | +$428K | 0.01% | 1147 |
|