Valeo Financial Advisors’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $503K | Hold |
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|
2024
Q4 | $873K | Hold |
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|
2024
Q3 | $706K | Sell |
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|
2024
Q2 | $662K | Hold |
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|
2024
Q1 | $643K | Sell |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $799K | Sell |
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|
2023
Q2 | $666K | Hold |
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|
2023
Q1 | $730K | Hold |
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|
2022
Q4 | $709K | Hold |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $566K | Buy |
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|
2021
Q4 | $549K | Buy |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $120K | Buy |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $86K | Buy |
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|
2020
Q1 | $23K | Hold |
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|
2019
Q4 | $47K | Hold |
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|
2019
Q3 | $46K | Hold |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $45K | Hold |
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|
2018
Q4 | $28K | Sell |
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|
2018
Q3 | $64K | Buy |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $26K | Buy |
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|
2017
Q3 | $8K | Buy |
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