Heritage Wealth Advisors’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13
| Closed | -$2.65K | – | 637 |
|
|
2024
Q4 | $2.65K | Sell |
13
-349
| -96% | -$71.1K | ﹤0.01% | 542 |
|
|
2024
Q3 | $87.1K | Buy |
362
+12
| +3% | +$2.89K | ﹤0.01% | 277 |
|
|
2024
Q2 | $68.7K | Hold |
350
| – | – | ﹤0.01% | 283 |
|
|
2024
Q1 | $75.8K | Sell |
350
-118
| -25% | -$25.6K | ﹤0.01% | 288 |
|
|
2023
Q4 | $119K | Hold |
468
| – | – | 0.01% | 250 |
|
|
2023
Q3 | $93.7K | Sell |
468
-883
| -65% | -$177K | 0.01% | 252 |
|
|
2023
Q2 | $313K | Hold |
1,351
| – | – | 0.02% | 171 |
|
|
2023
Q1 | $353K | Hold |
1,351
| – | – | 0.02% | 157 |
|
|
2022
Q4 | $379K | Hold |
1,351
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $385K | Buy |
1,351
+822
| +155% | +$234K | 0.03% | 142 |
|
|
2022
Q2 | $169K | Buy |
529
+320
| +153% | +$102K | 0.01% | 215 |
|
|
2022
Q1 | $72K | Hold |
209
| – | – | ﹤0.01% | 280 |
|
|
2021
Q4 | $81K | Hold |
209
| – | – | ﹤0.01% | 283 |
|
|
2021
Q3 | $69.1K | Hold |
209
| – | – | ﹤0.01% | 291 |
|
|
2021
Q2 | $66.6K | Sell |
209
-572
| -73% | -$182K | ﹤0.01% | 295 |
|
|
2021
Q1 | $217K | Hold |
781
| – | – | 0.01% | 199 |
|
|
2020
Q4 | $220K | Buy |
781
+572
| +274% | +$161K | 0.01% | 188 |
|
|
2020
Q3 | $66.6K | Hold |
209
| – | – | 0.01% | 245 |
|
|
2020
Q2 | $62.3K | Hold |
209
| – | – | 0.01% | 242 |
|
|
2020
Q1 | $56.4K | Sell |
209
-3
| -1% | -$810 | 0.01% | 245 |
|
|
2019
Q4 | $51.1K | Buy |
212
+3
| +1% | +$723 | 0.01% | 301 |
|
|
2019
Q3 | $50K | Hold |
209
| – | – | 0.01% | 276 |
|
|
2019
Q2 | $47K | Hold |
209
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $41.7K | Hold |
209
| – | – | 0.01% | 244 |
|
|
2018
Q4 | $33K | Hold |
209
| – | – | 0.01% | 226 |
|
|
2018
Q3 | $33K | Buy |
+209
| New | +$33K | 0.01% | 231 |
|