Valeo Financial Advisors’s CoStar Group CSGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,607
| Closed | -$220K | – | 854 |
|
|
2025
Q3 | $220K | Sell |
2,607
-108
| -4% | -$9.54K | 0.01% | 727 |
|
|
2025
Q2 | $218K | Buy |
+2,715
| New | +$211K | 0.01% | 681 |
|
|
2024
Q2 | – | Sell |
-2,370
| Closed | -$218K | – | 689 |
|
|
2024
Q1 | $218K | Sell |
2,370
-51
| -2% | -$4.39K | 0.01% | 588 |
|
|
2023
Q4 | $212K | Buy |
+2,421
| New | +$196K | 0.01% | 579 |
|
|
2023
Q1 | – | Sell |
-4,218
| Closed | -$326K | – | 647 |
|
|
2022
Q4 | $326K | Buy |
+4,218
| New | +$330K | 0.02% | 370 |
|
|
2021
Q2 | – | Sell |
-40
| Closed | -$3K | – | 793 |
|
|
2021
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 1690 |
|
|
2020
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 1399 |
|
|
2020
Q3 | $3K | Sell |
40
-850
| -96% | -$67.7K | ﹤0.01% | 1334 |
|
|
2020
Q2 | $63K | Buy |
890
+480
| +117% | +$31K | 0.01% | 642 |
|
|
2020
Q1 | $25K | Buy |
410
+140
| +52% | +$9.13K | ﹤0.01% | 825 |
|
|
2019
Q4 | $16K | Sell |
270
-70
| -21% | -$4.09K | ﹤0.01% | 969 |
|
|
2019
Q3 | $20K | Sell |
340
-10
| -3% | -$599 | ﹤0.01% | 846 |
|
|
2019
Q2 | $19K | Hold |
350
| – | – | ﹤0.01% | 858 |
|
|
2019
Q1 | $16K | Sell |
350
-30
| -8% | -$1.24K | ﹤0.01% | 837 |
|
|
2018
Q4 | $13K | Sell |
380
-60
| -14% | -$2.19K | ﹤0.01% | 811 |
|
|
2018
Q3 | $16K | Sell |
440
-20
| -4% | -$855 | ﹤0.01% | 838 |
|
|
2018
Q2 | $20K | Sell |
460
-80
| -15% | -$3.08K | ﹤0.01% | 759 |
|
|
2018
Q1 | $20K | Sell |
540
-20
| -4% | -$689 | ﹤0.01% | 710 |
|
|
2017
Q4 | $17K | Sell |
560
-50
| -8% | -$1.47K | ﹤0.01% | 703 |
|
|
2017
Q3 | $16K | Buy |
+610
| New | +$16.9K | ﹤0.01% | 598 |
|
Other funds holding CSGP
ACM
