Valeo Financial Advisors’s L3Harris LHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Buy
1,965
+278
+16% +$69.7K 0.01% 456
2025
Q1
$353K Sell
1,687
-487
-22% -$102K 0.01% 490
2024
Q4
$457K Sell
2,174
-15
-0.7% -$3.15K 0.01% 419
2024
Q3
$521K Sell
2,189
-506
-19% -$120K 0.01% 395
2024
Q2
$605K Buy
2,695
+379
+16% +$85.1K 0.02% 333
2024
Q1
$481K Buy
2,316
+312
+16% +$64.8K 0.02% 388
2023
Q4
$422K Sell
2,004
-97
-5% -$20.4K 0.02% 404
2023
Q3
$366K Buy
2,101
+260
+14% +$45.3K 0.02% 408
2023
Q2
$360K Sell
1,841
-852
-32% -$167K 0.02% 389
2023
Q1
$528K Buy
2,693
+1,005
+60% +$197K 0.03% 324
2022
Q4
$351K Buy
+1,688
New +$351K 0.02% 347
2022
Q2
Sell
-1,259
Closed -$313K 547
2022
Q1
$313K Buy
+1,259
New +$313K 0.02% 414
2021
Q2
Sell
-4,400
Closed -$892K 1151
2021
Q1
$892K Sell
4,400
-9
-0.2% -$1.83K 0.04% 179
2020
Q4
$833K Buy
4,409
+3,365
+322% +$636K 0.04% 174
2020
Q3
$177K Buy
1,044
+181
+21% +$30.7K 0.02% 341
2020
Q2
$146K Sell
863
-123
-12% -$20.8K 0.01% 378
2020
Q1
$186K Sell
986
-9
-0.9% -$1.7K 0.02% 305
2019
Q4
$197K Buy
995
+390
+64% +$77.2K 0.02% 326
2019
Q3
$126K Buy
605
+455
+303% +$94.8K 0.01% 377
2019
Q2
$28K Hold
150
﹤0.01% 755
2019
Q1
$24K Sell
150
-254
-63% -$40.6K ﹤0.01% 723
2018
Q4
$54K Hold
404
0.01% 503
2018
Q3
$60K Sell
404
-73
-15% -$10.8K 0.01% 511
2018
Q2
$78K Hold
477
0.01% 448
2018
Q1
$77K Buy
477
+181
+61% +$29.2K 0.01% 406
2017
Q4
$42K Buy
296
+229
+342% +$32.5K 0.01% 504
2017
Q3
$9K Buy
+67
New +$9K ﹤0.01% 723