Sigma Planning Corp’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,639
Closed -$278K 1174
2024
Q3
$278K Sell
13,639
-757
-5% -$15.4K 0.01% 987
2024
Q2
$425K Buy
14,396
+75
+0.5% +$2.22K 0.01% 795
2024
Q1
$437K Buy
14,321
+1,776
+14% +$54.2K 0.01% 817
2023
Q4
$294K Buy
12,545
+3,789
+43% +$88.7K 0.02% 628
2023
Q3
$259K Buy
+8,756
New +$259K 0.01% 984