Confluence Wealth Services, Inc.'s ownership history for CSQ

Confluence Wealth Services, Inc. currently holds 11.1K shares with a market value of $214.2K. It started holding CSQ on 2024-12-31. At its peak, it held 11.1K shares on 2025-09-30. Its highest holding value was $214.2K on 2025-09-30. At its lowest, it held 10.3K shares on 2024-12-31, with a value of $164.5K on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 303.