Nisa Investment Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209K | Buy |
4,273
+216
| +5% | +$11.3K | ﹤0.01% | 1199 |
|
|
2025
Q4 | $215K | Sell |
4,057
-137
| -3% | -$7.98K | ﹤0.01% | 1220 |
|
|
2025
Q3 | $257K | Buy |
4,194
+190
| +5% | +$10.9K | ﹤0.01% | 1194 |
|
|
2025
Q2 | $213K | Buy |
4,004
+1,496
| +60% | +$64K | ﹤0.01% | 1204 |
|
|
2025
Q1 | $88.9K | Sell |
2,508
-108
| -4% | -$4.01K | ﹤0.01% | 1428 |
|
|
2024
Q4 | $91.2K | Buy |
2,616
+114
| +5% | +$4.01K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $97.1K | Sell |
2,502
-18
| -0.7% | -$661 | ﹤0.01% | 1456 |
|
|
2024
Q2 | $89.3K | Buy |
2,520
+303
| +14% | +$9.75K | ﹤0.01% | 1512 |
|
|
2024
Q1 | $73.5K | Buy |
2,217
+63
| +3% | +$2.35K | ﹤0.01% | 1557 |
|
|
2023
Q4 | $94.1K | Sell |
2,154
-2,028
| -48% | -$81.1K | ﹤0.01% | 1454 |
|
|
2023
Q3 | $192K | Sell |
4,182
-1
| -0% | -$45 | ﹤0.01% | 1313 |
|
|
2023
Q2 | $209K | Buy |
4,183
+13
| +0.3% | +$627 | ﹤0.01% | 1323 |
|
|
2023
Q1 | $223K | Sell |
4,170
-470
| -10% | -$25.6K | ﹤0.01% | 1288 |
|
|
2022
Q4 | $318K | Buy |
4,640
+9
| +0.2% | +$605 | ﹤0.01% | 1244 |
|
|
2022
Q3 | $315K | Buy |
4,631
+81
| +2% | +$4.33K | ﹤0.01% | 1164 |
|
|
2022
Q2 | $155K | Hold |
4,550
| – | – | ﹤0.01% | 1376 |
|
|
2022
Q1 | $195K | Sell |
4,550
-30
| -0.7% | -$1.52K | ﹤0.01% | 1382 |
|
|
2021
Q4 | $230K | Buy |
4,580
+2,000
| +78% | +$131K | ﹤0.01% | 1225 |
|
|
2021
Q3 | $128 | Hold |
2,580
| – | – | ﹤0.01% | 1590 |
|
|
2021
Q2 | $123 | Buy |
2,580
+480
| +23% | +$21.1K | ﹤0.01% | 1589 |
|
|
2021
Q1 | $73 | Hold |
2,100
| – | – | ﹤0.01% | 1885 |
|
|
2020
Q4 | $62K | Buy |
2,100
+300
| +17% | +$7.41K | ﹤0.01% | 1926 |
|
|
2020
Q3 | $32K | Buy |
+1,800
| New | +$34K | ﹤0.01% | 1972 |
|
|
2015
Q1 | – | Sell |
-11,000
| Closed | -$110K | – | 1321 |
|
|
2014
Q4 | $110K | Hold |
11,000
| – | – | ﹤0.01% | 1278 |
|
|
2014
Q3 | $105K | Sell |
11,000
-3,200
| -23% | -$29.7K | ﹤0.01% | 1294 |
|
|
2014
Q2 | $116K | Hold |
14,200
| – | – | ﹤0.01% | 1307 |
|
|
2014
Q1 | $120K | Hold |
14,200
| – | – | ﹤0.01% | 1309 |
|
|
2013
Q4 | $137K | Hold |
14,200
| – | – | ﹤0.01% | 1298 |
|
|
2013
Q3 | $181K | Sell |
14,200
-3,100
| -18% | -$38K | ﹤0.01% | 1266 |
|
|
2013
Q2 | $175K | Buy |
+17,300
| New | +$161K | ﹤0.01% | 1252 |
|
Other funds holding CALX
VPM
VCM
CAM
