Phoenix Financial’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.1M Sell
1,527,640
-19,472
-1% -$485K 0.5% 40
2025
Q1
$36.3M Buy
1,547,112
+1,392,615
+901% +$32.6M 0.56% 38
2024
Q4
$4.32M Sell
154,497
-147,593
-49% -$4.13M 0.06% 146
2024
Q3
$6.16M Buy
302,090
+82,783
+38% +$1.69M 0.09% 122
2024
Q2
$6.48M Buy
219,307
+76,193
+53% +$2.25M 0.1% 116
2024
Q1
$4.37M Buy
+143,114
New +$4.37M 0.06% 148