Valeo Financial Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
19,200
-173
| -0.9% | -$17.8K | 0.05% | 172 |
|
|
2025
Q1 | $2.02M | Buy |
19,373
+8,516
| +78% | +$888K | 0.06% | 158 |
|
|
2024
Q4 | $985K | Buy |
10,857
+4,807
| +79% | +$436K | 0.03% | 266 |
|
|
2024
Q3 | $717K | Buy |
6,050
+1,138
| +23% | +$135K | 0.02% | 322 |
|
|
2024
Q2 | $480K | Sell |
4,912
-181
| -4% | -$17.7K | 0.02% | 399 |
|
|
2024
Q1 | $486K | Sell |
5,093
-33
| -0.6% | -$3.15K | 0.02% | 385 |
|
|
2023
Q4 | $590K | Sell |
5,126
-395
| -7% | -$45.5K | 0.02% | 316 |
|
|
2023
Q3 | $508K | Buy |
5,521
+3,034
| +122% | +$279K | 0.02% | 329 |
|
|
2023
Q2 | $283K | Sell |
2,487
-820
| -25% | -$93.4K | 0.01% | 444 |
|
|
2023
Q1 | $443K | Buy |
+3,307
| New | +$443K | 0.02% | 361 |
|
|
2022
Q4 | – | Sell |
-1,749
| Closed | -$253K | – | 548 |
|
|
2022
Q3 | $253K | Buy |
+1,749
| New | +$253K | 0.02% | 387 |
|
|
2021
Q2 | – | Sell |
-531
| Closed | -$91K | – | 657 |
|
|
2021
Q1 | $91K | Buy |
531
+223
| +72% | +$38.2K | ﹤0.01% | 633 |
|
|
2020
Q4 | $49K | Buy |
308
+275
| +833% | +$43.8K | ﹤0.01% | 767 |
|
|
2020
Q3 | $6K | Sell |
33
-135
| -80% | -$24.5K | ﹤0.01% | 1155 |
|
|
2020
Q2 | $28K | Buy |
168
+126
| +300% | +$21K | ﹤0.01% | 891 |
|
|
2020
Q1 | $7K | Buy |
42
+2
| +5% | +$333 | ﹤0.01% | 1144 |
|
|
2019
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q3 | $6K | Sell |
40
-590
| -94% | -$88.5K | ﹤0.01% | 1131 |
|
|
2019
Q2 | $82K | Buy |
630
+626
| +15,650% | +$81.5K | 0.01% | 469 |
|
|
2019
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1424 |
|
|
2018
Q4 | $0 | Sell |
4
-48
| -92% | – | ﹤0.01% | 1503 |
|
|
2018
Q3 | $6K | Sell |
52
-19
| -27% | -$2.19K | ﹤0.01% | 1105 |
|
|
2018
Q2 | $8K | Sell |
71
-42
| -37% | -$4.73K | ﹤0.01% | 991 |
|
|
2018
Q1 | $12K | Buy |
113
+75
| +197% | +$7.97K | ﹤0.01% | 870 |
|
|
2017
Q4 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 1056 |
|