Osaic Holdings’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Sell |
644
-1,591
| -71% | -$59.4K | ﹤0.01% | 5218 |
|
|
2025
Q1 | $79.2K | Buy |
2,235
+1,214
| +119% | +$43K | ﹤0.01% | 4335 |
|
|
2024
Q4 | $35.6K | Sell |
1,021
-4,578
| -82% | -$160K | ﹤0.01% | 4914 |
|
|
2024
Q3 | $217K | Buy |
5,599
+104
| +2% | +$4.03K | ﹤0.01% | 3580 |
|
|
2024
Q2 | $195K | Sell |
5,495
-1,742
| -24% | -$61.7K | ﹤0.01% | 3575 |
|
|
2024
Q1 | $240K | Sell |
7,237
-1,114
| -13% | -$36.9K | ﹤0.01% | 3534 |
|
|
2023
Q4 | $365K | Sell |
8,351
-2,025
| -20% | -$88.5K | ﹤0.01% | 3423 |
|
|
2023
Q3 | $476K | Buy |
10,376
+3,004
| +41% | +$138K | ﹤0.01% | 3279 |
|
|
2023
Q2 | $368K | Sell |
7,372
-181
| -2% | -$9.03K | ﹤0.01% | 3416 |
|
|
2023
Q1 | $405K | Buy |
7,553
+443
| +6% | +$23.7K | ﹤0.01% | 3273 |
|
|
2022
Q4 | $486K | Buy |
7,110
+2,735
| +63% | +$187K | ﹤0.01% | 3054 |
|
|
2022
Q3 | $267K | Buy |
4,375
+619
| +16% | +$37.8K | ﹤0.01% | 3479 |
|
|
2022
Q2 | $127K | Sell |
3,756
-4,457
| -54% | -$151K | ﹤0.01% | 4201 |
|
|
2022
Q1 | $353K | Buy |
8,213
+573
| +8% | +$24.6K | ﹤0.01% | 3549 |
|
|
2021
Q4 | $611K | Buy |
7,640
+496
| +7% | +$39.7K | ﹤0.01% | 2870 |
|
|
2021
Q3 | $353K | Buy |
7,144
+854
| +14% | +$42.2K | ﹤0.01% | 3381 |
|
|
2021
Q2 | $300K | Sell |
6,290
-232
| -4% | -$11.1K | ﹤0.01% | 3513 |
|
|
2021
Q1 | $226K | Buy |
6,522
+4,460
| +216% | +$155K | ﹤0.01% | 3620 |
|
|
2020
Q4 | $61K | Buy |
2,062
+62
| +3% | +$1.83K | ﹤0.01% | 4404 |
|
|
2020
Q3 | $36K | Buy |
2,000
+1,000
| +100% | +$18K | ﹤0.01% | 4525 |
|
|
2020
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 4920 |
|
|
2020
Q1 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 5127 |
|