Summit Securities Group’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-694
| Closed | -$16.3K | – | 986 |
|
|
2025
Q1 | $16.3K | Sell |
694
-7,306
| -91% | -$171K | ﹤0.01% | 367 |
|
|
2024
Q4 | $224K | Sell |
8,000
-3,000
| -27% | -$83.9K | 0.05% | 94 |
|
|
2024
Q3 | $224K | Sell |
11,000
-4,000
| -27% | -$81.5K | 0.06% | 73 |
|
|
2024
Q2 | $443K | Buy |
+15,000
| New | +$443K | 0.08% | 43 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 375 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 496 |
|
|
2023
Q3 | – | Sell |
-14,000
| Closed | -$494K | – | 462 |
|
|
2023
Q2 | $494K | Buy |
+14,000
| New | +$494K | 0.06% | 69 |
|