Valeo Financial Advisors’s Cheniere Energy LNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
2,844
-366
| -11% | -$89.1K | 0.02% | 376 |
|
|
2025
Q1 | $743K | Buy |
3,210
+912
| +40% | +$211K | 0.02% | 321 |
|
|
2024
Q4 | $494K | Sell |
2,298
-135
| -6% | -$29K | 0.01% | 405 |
|
|
2024
Q3 | $438K | Sell |
2,433
-477
| -16% | -$85.8K | 0.01% | 436 |
|
|
2024
Q2 | $509K | Buy |
2,910
+425
| +17% | +$74.3K | 0.02% | 382 |
|
|
2024
Q1 | $391K | Buy |
2,485
+564
| +29% | +$88.8K | 0.01% | 436 |
|
|
2023
Q4 | $328K | Sell |
1,921
-5
| -0.3% | -$853 | 0.01% | 465 |
|
|
2023
Q3 | $320K | Buy |
1,926
+600
| +45% | +$99.6K | 0.01% | 441 |
|
|
2023
Q2 | $202K | Buy |
+1,326
| New | +$202K | 0.01% | 546 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$14K | – | 1160 |
|
|
2021
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 1200 |
|
|
2020
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 1123 |
|
|
2020
Q3 | $9K | Sell |
200
-20
| -9% | -$900 | ﹤0.01% | 1067 |
|
|
2020
Q2 | $11K | Buy |
220
+2
| +0.9% | +$100 | ﹤0.01% | 1185 |
|
|
2020
Q1 | $8K | Sell |
218
-442
| -67% | -$16.2K | ﹤0.01% | 1122 |
|
|
2019
Q4 | $40K | Buy |
660
+160
| +32% | +$9.7K | ﹤0.01% | 717 |
|
|
2019
Q3 | $32K | Buy |
500
+200
| +67% | +$12.8K | ﹤0.01% | 712 |
|
|
2019
Q2 | $21K | Hold |
300
| – | – | ﹤0.01% | 825 |
|
|
2019
Q1 | $21K | Buy |
+300
| New | +$21K | ﹤0.01% | 769 |
|
|
2018
Q2 | – | Sell |
-135
| Closed | -$7K | – | 1693 |
|
|
2018
Q1 | $7K | Buy |
+135
| New | +$7K | ﹤0.01% | 1027 |
|