Texas Capital Bank Wealth Management Services’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,000
Closed -$367K 167
2024
Q3
$367K Buy
18,000
+10,000
+125% +$204K 0.04% 140
2024
Q2
$236K Hold
8,000
0.02% 173
2024
Q1
$244K Buy
+8,000
New +$244K 0.03% 169