A detailed history of Creative Planning transactions in Calix, Inc stock. As of the latest transaction made, Creative Planning holds 13,654 shares of CALX stock, worth $515,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,654
Previous 14,482 5.72%
Holding current value
$515,301
Previous $513,000 3.12%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$33.63 - $41.13 $27,845 - $34,055
-828 Reduced 5.72%
13,654 $529,000
Q2 2024

Aug 15, 2024

BUY
$27.73 - $36.37 $401,585 - $526,710
14,482 New
14,482 $513,000
Q4 2023

Feb 14, 2024

BUY
$32.71 - $45.91 $18,088 - $25,388
553 Added 11.05%
5,558 $242,000
Q3 2023

Nov 16, 2023

BUY
$40.13 - $50.89 $14,246 - $18,065
355 Added 7.63%
5,005 $229,000
Q2 2023

Jul 21, 2023

BUY
$42.62 - $56.0 $18,965 - $24,920
445 Added 10.58%
4,650 $232,000
Q1 2023

May 15, 2023

SELL
$46.97 - $69.45 $50,539 - $74,728
-1,076 Reduced 20.37%
4,205 $225,000
Q4 2022

Feb 10, 2023

BUY
$57.62 - $74.59 $77,729 - $100,621
1,349 Added 34.31%
5,281 $361,000
Q3 2022

Nov 03, 2022

BUY
$34.49 - $62.44 $135,614 - $245,514
3,932 New
3,932 $240,000
Q1 2022

May 16, 2022

SELL
$40.4 - $77.7 $144,632 - $278,166
-3,580 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$50.31 - $79.97 $180,109 - $286,292
3,580 New
3,580 $286,000
Q2 2021

Aug 04, 2021

SELL
$36.7 - $48.98 $1.47 Million - $1.97 Million
-40,140 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$29.19 - $48.25 $1.17 Million - $1.94 Million
40,140 New
40,140 $1.39 Million

Others Institutions Holding CALX

About CALIX, INC


  • Ticker CALX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 65,441,300
  • Market Cap $2.47B
  • Description
  • Calix, Inc., together with its subsidiaries, provides cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company's cloud and software platforms, and systems and services enable broadband service providers (BSPs) to provide a range of services. ...
More about CALX
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