Steward Partners Investment Advisory’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.1K | Sell |
534
-49
| -8% | -$8.54K | ﹤0.01% | 2151 |
|
|
2025
Q1 | $92K | Sell |
583
-132
| -18% | -$20.8K | ﹤0.01% | 2060 |
|
|
2024
Q4 | $108K | Buy |
715
+31
| +5% | +$4.68K | ﹤0.01% | 1935 |
|
|
2024
Q3 | $105K | Buy |
684
+669
| +4,460% | +$103K | ﹤0.01% | 1851 |
|
|
2024
Q2 | $1.82K | Buy |
+15
| New | +$1.82K | ﹤0.01% | 3299 |
|
|
2021
Q1 | – | Sell |
-5,109
| Closed | -$283K | – | 3431 |
|
|
2020
Q4 | $283K | Buy |
+5,109
| New | +$283K | 0.01% | 936 |
|