Valeo Financial Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-4,010
| Closed | -$326K | – | 848 |
|
|
2026
Q1 | $326K | Sell |
4,010
-9,760
| -71% | -$840K | 0.01% | 521 |
|
|
2025
Q4 | $1.22M | Sell |
13,770
-5,357
| -28% | -$493K | 0.03% | 261 |
|
|
2025
Q3 | $1.85M | Sell |
19,127
-73
| -0.4% | -$7.39K | 0.04% | 183 |
|
|
2025
Q2 | $1.97M | Sell |
19,200
-173
| -0.9% | -$17.5K | 0.05% | 172 |
|
|
2025
Q1 | $2.02M | Buy |
19,373
+8,516
| +78% | +$795K | 0.06% | 158 |
|
|
2024
Q4 | $985K | Buy |
10,857
+4,807
| +79% | +$503K | 0.03% | 269 |
|
|
2024
Q3 | $717K | Buy |
6,050
+1,138
| +23% | +$125K | 0.02% | 324 |
|
|
2024
Q2 | $480K | Sell |
4,912
-181
| -4% | -$17.8K | 0.02% | 399 |
|
|
2024
Q1 | $486K | Sell |
5,093
-33
| -0.6% | -$3.59K | 0.02% | 385 |
|
|
2023
Q4 | $590K | Sell |
5,126
-395
| -7% | -$40.5K | 0.02% | 316 |
|
|
2023
Q3 | $508K | Buy |
5,521
+3,034
| +122% | +$314K | 0.02% | 329 |
|
|
2023
Q2 | $283K | Sell |
2,487
-820
| -25% | -$97.6K | 0.01% | 444 |
|
|
2023
Q1 | $443K | Buy |
+3,307
| New | +$457K | 0.02% | 361 |
|
|
2022
Q4 | – | Sell |
-1,749
| Closed | -$253K | – | 568 |
|
|
2022
Q3 | $253K | Buy |
+1,749
| New | +$299K | 0.02% | 393 |
|
|
2021
Q2 | – | Sell |
-531
| Closed | -$91K | – | 722 |
|
|
2021
Q1 | $91K | Buy |
531
+223
| +72% | +$35.7K | ﹤0.01% | 656 |
|
|
2020
Q4 | $49K | Buy |
308
+275
| +833% | +$44.6K | ﹤0.01% | 785 |
|
|
2020
Q3 | $6K | Sell |
33
-135
| -80% | -$22.3K | ﹤0.01% | 1197 |
|
|
2020
Q2 | $28K | Buy |
168
+126
| +300% | +$20.3K | ﹤0.01% | 939 |
|
|
2020
Q1 | $7K | Buy |
42
+2
| +5% | +$298 | ﹤0.01% | 1192 |
|
|
2019
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q3 | $6K | Sell |
40
-590
| -94% | -$81.6K | ﹤0.01% | 1145 |
|
|
2019
Q2 | $82K | Buy |
630
+626
| +15,650% | +$80.5K | 0.01% | 470 |
|
|
2019
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1432 |
|
|
2018
Q4 | $0 | Sell |
4
-48
| -92% | -$5.27K | ﹤0.01% | 1511 |
|
|
2018
Q3 | $6K | Sell |
52
-19
| -27% | -$2.12K | ﹤0.01% | 1115 |
|
|
2018
Q2 | $8K | Sell |
71
-42
| -37% | -$4.36K | ﹤0.01% | 998 |
|
|
2018
Q1 | $12K | Buy |
113
+75
| +197% | +$8.14K | ﹤0.01% | 873 |
|
|
2017
Q4 | $4K | Buy |
+38
| New | +$4.1K | ﹤0.01% | 1059 |
|
Other funds holding CCI
Valeo Financial Advisors's CCI Position: Q2 2026 in Review
Valeo Financial Advisors sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 4,010 shares — an estimated $326K sold.
Valeo Financial Advisors first reported a position in CCI in Q4 2017 and held it in 28 quarters. The position peaked at $2.02M in Q1 2025. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.
- Valeo Financial Advisors reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
- Valeo Financial Advisors sold 4,010 Crown Castle shares in Q2 2026, an estimated $326K.
- Valeo Financial Advisors first reported a position in Crown Castle in Q4 2017 and held it in 28 quarters.
- Valeo Financial Advisors's Crown Castle position peaked at $2.02M in Q1 2025.
- 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.