Stifel Financial’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
22,044
+953
| +5% | +$50.7K | ﹤0.01% | 2227 |
|
|
2025
Q1 | $747K | Buy |
21,091
+1,579
| +8% | +$56K | ﹤0.01% | 2417 |
|
|
2024
Q4 | $680K | Buy |
19,512
+1,924
| +11% | +$67.1K | ﹤0.01% | 2496 |
|
|
2024
Q3 | $682K | Buy |
17,588
+9,339
| +113% | +$362K | ﹤0.01% | 2479 |
|
|
2024
Q2 | $292K | Buy |
8,249
+697
| +9% | +$24.7K | ﹤0.01% | 2930 |
|
|
2024
Q1 | $250K | Buy |
7,552
+1,657
| +28% | +$54.9K | ﹤0.01% | 3000 |
|
|
2023
Q4 | $258K | Buy |
5,895
+765
| +15% | +$33.4K | ﹤0.01% | 2926 |
|
|
2023
Q3 | $235K | Buy |
+5,130
| New | +$235K | ﹤0.01% | 2912 |
|
|
2022
Q2 | – | Sell |
-28,610
| Closed | -$1.23M | – | 3337 |
|
|
2022
Q1 | $1.23M | Sell |
28,610
-1,191
| -4% | -$51.1K | ﹤0.01% | 1958 |
|
|
2021
Q4 | $2.38M | Buy |
+29,801
| New | +$2.38M | ﹤0.01% | 1492 |
|