Stifel Financial
CALX icon

Stifel Financial’s Calix CALX Stock Holding History

Stifel Financial’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
2026
Q1 		$1.29M Buy
26,394
+2,775
+12% +$146K ﹤0.01% 2273
2025
Q4 		$1.25M Sell
23,619
-1,606
-6% -$93.5K ﹤0.01% 2291
2025
Q3 		$1.55M Buy
25,225
+3,181
+14% +$183K ﹤0.01% 2091
2025
Q2 		$1.17M Buy
22,044
+953
+5% +$40.8K ﹤0.01% 2227
2025
Q1 		$747K Buy
21,091
+1,579
+8% +$58.6K ﹤0.01% 2417
2024
Q4 		$680K Buy
19,512
+1,924
+11% +$67.7K ﹤0.01% 2496
2024
Q3 		$682K Buy
17,588
+9,339
+113% +$343K ﹤0.01% 2479
2024
Q2 		$292K Buy
8,249
+697
+9% +$22.4K ﹤0.01% 2930
2024
Q1 		$250K Buy
7,552
+1,657
+28% +$61.8K ﹤0.01% 3000
2023
Q4 		$258K Buy
5,895
+765
+15% +$30.6K ﹤0.01% 2926
2023
Q3 		$235K Buy
+5,130
New +$232K ﹤0.01% 2912
2022
Q2 		– Sell
-28,610
Closed -$1.23M – 3337
2022
Q1 		$1.23M Sell
28,610
-1,191
-4% -$60.3K ﹤0.01% 1958
2021
Q4 		$2.38M Buy
+29,801
New +$1.95M ﹤0.01% 1492

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VPM
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VCM
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Millennium Management
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CAM
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Westfield Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return