Valeo Financial Advisors’s Citigroup C Stock Holding History

Valeo Financial Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.65M	Buy	66,346 +1,064	+2%	+$90.6K	0.14%	80
2025 Q1	$4.63M	Sell	65,282 -593	-0.9%	-$42.1K	0.13%	79
2024 Q4	$4.64M	Sell	65,875 -491	-0.7%	-$34.6K	0.13%	82
2024 Q3	$4.15M	Buy	66,366 +7,919	+14%	+$496K	0.12%	86
2024 Q2	$3.71M	Buy	58,447 +3,187	+6%	+$202K	0.12%	85
2024 Q1	$3.45M	Sell	55,260 -3,833	-6%	-$239K	0.12%	93
2023 Q4	$3.04M	Sell	59,093 -2,275	-4%	-$117K	0.12%	98
2023 Q3	$2.52M	Sell	61,368 -5,578	-8%	-$229K	0.12%	105
2023 Q2	$3.08M	Sell	66,946 -986	-1%	-$45.4K	0.14%	87
2023 Q1	$3.19M	Buy	67,932 +12,239	+22%	+$574K	0.15%	88
2022 Q4	$2.52M	Sell	55,693 -3,655	-6%	-$165K	0.14%	94
2022 Q3	$2.47M	Sell	59,348 -3,460	-6%	-$144K	0.16%	88
2022 Q2	$2.89M	Buy	62,808 +3,878	+7%	+$178K	0.18%	75
2022 Q1	$3.15M	Buy	58,930 +12,759	+28%	+$681K	0.16%	84
2021 Q4	$2.79M	Sell	46,171 -4,236	-8%	-$256K	0.15%	85
2021 Q3	$3.54M	Buy	50,407 +7,530	+18%	+$529K	0.2%	70
2021 Q2	$3.03M	Buy	42,877 +2,312	+6%	+$164K	0.18%	79
2021 Q1	$2.95M	Buy	40,565 +19,621	+94%	+$1.43M	0.14%	87
2020 Q4	$1.29M	Sell	20,944 -2,165	-9%	-$133K	0.07%	142
2020 Q3	$996K	Sell	23,109 -8,719	-27%	-$376K	0.09%	129
2020 Q2	$1.63M	Buy	31,828 +122	+0.4%	+$6.23K	0.15%	93
2020 Q1	$1.5M	Buy	31,706 +3,387	+12%	+$160K	0.16%	88
2019 Q4	$2.26M	Buy	28,319 +1,943	+7%	+$155K	0.22%	75
2019 Q3	$1.82M	Buy	26,376 +226	+0.9%	+$15.6K	0.2%	75
2019 Q2	$1.83M	Buy	26,150 +139	+0.5%	+$9.73K	0.21%	77
2019 Q1	$1.62M	Sell	26,011 -6,166	-19%	-$384K	0.2%	85
2018 Q4	$1.68M	Sell	32,177 -5,435	-14%	-$283K	0.23%	68
2018 Q3	$2.46M	Buy	37,612 +494	+1%	+$32.3K	0.33%	52
2018 Q2	$2.57M	Buy	37,118 +2,979	+9%	+$206K	0.36%	51
2018 Q1	$2.31M	Sell	34,139 -17,390	-34%	-$1.17M	0.37%	52
2017 Q4	$3.83M	Buy	51,529 +8,824	+21%	+$657K	0.63%	33
2017 Q3	$3.11M	Buy	+42,705	New	+$3.11M	0.7%	28