Westside Investment Management’s Confluent CFLT Stock Holding History

Westside Investment Management’s Portfolio CFLT Stock Details CFLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,222	Closed	-$249K	–	1484
2025 Q4	$249K	Sell	8,222 -3,831	-32%	-$94K	0.04%	246
2025 Q3	$239K	Hold	12,053	–	–	0.04%	256
2025 Q2	$300K	Hold	12,053	–	–	0.06%	215
2025 Q1	$283K	Hold	12,053	–	–	0.06%	198
2024 Q4	$337K	Sell	12,053 -200	-2%	-$5.36K	0.07%	177
2024 Q3	$250K	Buy	12,253 +12,150	+11,796%	+$272K	0.05%	210
2024 Q2	$3.04K	Hold	103	–	–	﹤0.01%	835
2024 Q1	$3.07K	Hold	103	–	–	﹤0.01%	785
2023 Q4	$2.41K	Buy	+103	New	+$2.49K	﹤0.01%	780

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Westside Investment Management's CFLT Position: Q1 2026 in Review

Westside Investment Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 8,222 shares — an estimated $249K sold.

Westside Investment Management first reported a position in CFLT in Q4 2023 and held it in 9 quarters. The position peaked at $337K in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Westside Investment Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Westside Investment Management sold 8,222 Confluent shares in Q1 2026, an estimated $249K.
Westside Investment Management first reported a position in Confluent in Q4 2023 and held it in 9 quarters.
Westside Investment Management's Confluent position peaked at $337K in Q4 2024.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.