CLA (CliftonLarsonAllen) Wealth Advisors’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.01M | Hold |
11,697
| – | – | 0.03% | 144 |
|
|
2025
Q4 | $2.26M | Buy |
11,697
+129
| +1% | +$24.9K | 0.03% | 124 |
|
|
2025
Q3 | $2.24M | Buy |
11,568
+9
| +0.1% | +$1.95K | 0.04% | 123 |
|
|
2025
Q2 | $2.71M | Hold |
11,559
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $2.54M | Hold |
11,559
| – | – | 0.05% | 106 |
|
|
2024
Q4 | $2.36M | Hold |
11,559
| – | – | 0.05% | 108 |
|
|
2024
Q3 | $2.78M | Hold |
11,559
| – | – | 0.06% | 93 |
|
|
2024
Q2 | $2.27M | Hold |
11,559
| – | – | 0.05% | 99 |
|
|
2024
Q1 | $2.5M | Hold |
11,559
| – | – | 0.06% | 91 |
|
|
2023
Q4 | $2.93M | Sell |
11,559
-11
| -0.1% | -$2.47K | 0.07% | 82 |
|
|
2023
Q3 | $2.32M | Buy |
11,570
+3
| +0% | +$668 | 0.06% | 87 |
|
|
2023
Q2 | $2.68M | Hold |
11,567
| – | – | 0.08% | 80 |
|
|
2023
Q1 | $3.02M | Hold |
11,567
| – | – | 0.09% | 76 |
|
|
2022
Q4 | $3.24M | Sell |
11,567
-28
| -0.2% | -$7.79K | 0.12% | 76 |
|
|
2022
Q3 | $3.3M | Buy |
11,595
+8
| +0.1% | +$2.6K | 0.41% | 27 |
|
|
2022
Q2 | $3.71M | Hold |
11,587
| – | – | 0.15% | 65 |
|
|
2022
Q1 | $3.99M | Hold |
11,587
| – | – | 0.14% | 69 |
|
|
2021
Q4 | $4.51M | Sell |
11,587
-20
| -0.2% | -$7.02K | 0.16% | 64 |
|
|
2021
Q3 | $3.84M | Hold |
11,607
| – | – | 0.15% | 66 |
|
|
2021
Q2 | $3.7M | Hold |
11,607
| – | – | 0.15% | 70 |
|
|
2021
Q1 | $3.22M | Hold |
11,607
| – | – | 0.15% | 70 |
|
|
2020
Q4 | $3.27M | Hold |
11,607
| – | – | 0.16% | 68 |
|
|
2020
Q3 | $3.7M | Hold |
11,607
| – | – | 0.21% | 62 |
|
|
2020
Q2 | $3.46M | Buy |
+11,607
| New | +$3.43M | 0.21% | 60 |
|
|
2019
Q4 | $2.8M | Sell |
11,626
-2,004
| -15% | -$475K | 0.22% | 61 |
|
|
2019
Q3 | $3.29M | Buy |
+13,630
| New | +$3.37M | 0.29% | 52 |
|
Other funds holding SBAC
VPM
VCM
