VBFG
Vishria Bird Financial Group’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
744,181
-490,748
| -40% | -$12.2M | 6.17% | 4 |
|
|
2025
Q1 | $28.9M | Buy |
1,234,929
+1,146,803
| +1,301% | +$26.9M | 9.83% | 1 |
|
|
2024
Q4 | $2.46M | Sell |
88,126
-470
| -0.5% | -$13.1K | 0.86% | 23 |
|
|
2024
Q3 | $1.81M | Sell |
88,596
-204
| -0.2% | -$4.16K | 0.68% | 28 |
|
|
2024
Q2 | $2.62M | Sell |
88,800
-56
| -0.1% | -$1.65K | 1.1% | 21 |
|
|
2024
Q1 | $2.71M | Sell |
88,856
-62
| -0.1% | -$1.89K | 1.16% | 21 |
|
|
2023
Q4 | $2.08M | Sell |
88,918
-1,526
| -2% | -$35.7K | 0.98% | 23 |
|
|
2023
Q3 | $2.68M | Sell |
90,444
-10,000
| -10% | -$296K | 1.52% | 17 |
|
|
2023
Q2 | $3.55M | Buy |
100,444
+29,917
| +42% | +$1.06M | 2.11% | 16 |
|
|
2023
Q1 | $1.7M | Sell |
70,527
-259
| -0.4% | -$6.24K | 1.09% | 21 |
|
|
2022
Q4 | $1.57M | Sell |
70,786
-103
| -0.1% | -$2.29K | 1.1% | 20 |
|
|
2022
Q3 | $1.69M | Sell |
70,889
-576
| -0.8% | -$13.7K | 1.13% | 22 |
|
|
2022
Q2 | $1.66M | Buy |
+71,465
| New | +$1.66M | 1.11% | 21 |
|
|
2022
Q1 | – | Sell |
-71,711
| Closed | -$5.47M | – | 62 |
|
|
2021
Q4 | $5.47M | Buy |
71,711
+81
| +0.1% | +$6.18K | 2.54% | 16 |
|
|
2021
Q3 | $4.27M | Buy |
+71,630
| New | +$4.27M | 2.24% | 17 |
|