Valeo Financial Advisors’s Churchill Downs CHDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
2,491
+29
| +1% | +$2.93K | 0.01% | 632 |
|
|
2025
Q1 | $273K | Buy |
2,462
+104
| +4% | +$11.6K | 0.01% | 552 |
|
|
2024
Q4 | $315K | Sell |
2,358
-136
| -5% | -$18.2K | 0.01% | 514 |
|
|
2024
Q3 | $337K | Buy |
2,494
+5
| +0.2% | +$676 | 0.01% | 500 |
|
|
2024
Q2 | $347K | Buy |
2,489
+59
| +2% | +$8.24K | 0.01% | 475 |
|
|
2024
Q1 | $300K | Sell |
2,430
-198
| -8% | -$24.4K | 0.01% | 503 |
|
|
2023
Q4 | $355K | Hold |
2,628
| – | – | 0.01% | 443 |
|
|
2023
Q3 | $305K | Sell |
2,628
-26
| -1% | -$3.02K | 0.01% | 454 |
|
|
2023
Q2 | $369K | Buy |
2,654
+478
| +22% | +$66.5K | 0.02% | 381 |
|
|
2023
Q1 | $280K | Hold |
2,176
| – | – | 0.01% | 458 |
|
|
2022
Q4 | $230K | Hold |
2,176
| – | – | 0.01% | 450 |
|
|
2022
Q3 | $200K | Hold |
2,176
| – | – | 0.01% | 436 |
|
|
2022
Q2 | $208K | Buy |
2,176
+96
| +5% | +$9.18K | 0.01% | 426 |
|
|
2022
Q1 | $231K | Hold |
2,080
| – | – | 0.01% | 484 |
|
|
2021
Q4 | $251K | Buy |
+2,080
| New | +$251K | 0.01% | 440 |
|
|
2021
Q2 | – | Sell |
-130
| Closed | -$15K | – | 671 |
|
|
2021
Q1 | $15K | Hold |
130
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q4 | $13K | Hold |
130
| – | – | ﹤0.01% | 1098 |
|
|
2020
Q3 | $11K | Sell |
130
-532
| -80% | -$45K | ﹤0.01% | 1015 |
|
|
2020
Q2 | $44K | Buy |
662
+412
| +165% | +$27.4K | ﹤0.01% | 738 |
|
|
2020
Q1 | $13K | Buy |
250
+50
| +25% | +$2.6K | ﹤0.01% | 956 |
|
|
2019
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 984 |
|
|
2019
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 962 |
|
|
2019
Q2 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 964 |
|