SEI Investments’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Buy |
130,817
+53,521
| +69% | +$2.85M | 0.01% | 1123 |
|
|
2025
Q1 | $2.74M | Buy |
77,296
+16,109
| +26% | +$571K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $2.13M | Sell |
61,187
-4,190
| -6% | -$146K | ﹤0.01% | 1657 |
|
|
2024
Q3 | $2.54M | Sell |
65,377
-10,705
| -14% | -$415K | ﹤0.01% | 1573 |
|
|
2024
Q2 | $2.7M | Sell |
76,082
-1,465
| -2% | -$51.9K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $2.57M | Sell |
77,547
-5,600
| -7% | -$186K | ﹤0.01% | 1510 |
|
|
2023
Q4 | $3.63M | Sell |
83,147
-58,451
| -41% | -$2.55M | 0.01% | 1321 |
|
|
2023
Q3 | $6.49M | Sell |
141,598
-52,846
| -27% | -$2.42M | 0.01% | 1048 |
|
|
2023
Q2 | $9.7M | Buy |
194,444
+29,143
| +18% | +$1.45M | 0.02% | 892 |
|
|
2023
Q1 | $8.86M | Buy |
165,301
+70,416
| +74% | +$3.77M | 0.02% | 919 |
|
|
2022
Q4 | $6.49M | Sell |
94,885
-129,245
| -58% | -$8.84M | 0.01% | 930 |
|
|
2022
Q3 | $13.7M | Sell |
224,130
-478
| -0.2% | -$29.2K | 0.03% | 626 |
|
|
2022
Q2 | $7.67M | Buy |
224,608
+123,576
| +122% | +$4.22M | 0.02% | 895 |
|
|
2022
Q1 | $4.34M | Sell |
101,032
-44,788
| -31% | -$1.92M | 0.01% | 1181 |
|
|
2021
Q4 | $11.7M | Sell |
145,820
-31,478
| -18% | -$2.52M | 0.02% | 717 |
|
|
2021
Q3 | $8.76M | Sell |
177,298
-12,469
| -7% | -$616K | 0.02% | 813 |
|
|
2021
Q2 | $9.01M | Buy |
189,767
+95,738
| +102% | +$4.55M | 0.02% | 791 |
|
|
2021
Q1 | $3.02M | Buy |
94,029
+33,876
| +56% | +$1.09M | 0.01% | 1275 |
|
|
2020
Q4 | $1.77M | Sell |
60,153
-24,670
| -29% | -$726K | ﹤0.01% | 1444 |
|
|
2020
Q3 | $1.51M | Buy |
84,823
+37,355
| +79% | +$665K | ﹤0.01% | 1421 |
|
|
2020
Q2 | $707K | Buy |
+47,468
| New | +$707K | ﹤0.01% | 1708 |
|
|
2015
Q1 | – | Sell |
-73,638
| Closed | -$738K | – | 2256 |
|
|
2014
Q4 | $738K | Buy |
+73,638
| New | +$738K | 0.01% | 1032 |
|