Source Financial Advisors’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.85M | Buy |
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|
2024
Q2 | $11.4M | Hold |
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|
2024
Q1 | $11.8M | Buy |
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|
2023
Q4 | $8.8M | Sell |
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|
2023
Q3 | $11.4M | Sell |
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|
2023
Q2 | $13.9M | Buy |
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|
2023
Q1 | $8.41M | Buy |
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|
2022
Q4 | $7.29M | Buy |
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|
2022
Q3 | $7.27M | Buy |
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|
2022
Q2 | $6.6M | Hold |
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|
2022
Q1 | $11.7M | Buy |
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|
2021
Q4 | $1.66M | Buy |
|