Steward Partners Investment Advisory’s Calix CALX Stock Holding History

Steward Partners Investment Advisory’s Portfolio CALX Stock Details CALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$1.12K	Hold
2025 Q1	$744	Hold
2024 Q4	$732	Sell
2024 Q3	$1.78K	Buy
2024 Q2	$850	Buy
2021 Q1	–	Sell
2020 Q4	$22K	Buy