Steward Partners Investment Advisory’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12K | Hold |
21
| – | – | ﹤0.01% | 3840 |
|
|
2025
Q1 | $744 | Hold |
21
| – | – | ﹤0.01% | 3813 |
|
|
2024
Q4 | $732 | Sell |
21
-25
| -54% | -$871 | ﹤0.01% | 3806 |
|
|
2024
Q3 | $1.78K | Buy |
46
+22
| +92% | +$853 | ﹤0.01% | 3452 |
|
|
2024
Q2 | $850 | Buy |
+24
| New | +$850 | ﹤0.01% | 3413 |
|
|
2021
Q1 | – | Sell |
-750
| Closed | -$22K | – | 3422 |
|
|
2020
Q4 | $22K | Buy |
+750
| New | +$22K | ﹤0.01% | 2013 |
|