Valeo Financial Advisors’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
55,141
+6,817
| +14% | +$56.6K | 0.01% | 473 |
|
|
2025
Q1 | $324K | Buy |
48,324
+8,783
| +22% | +$58.8K | 0.01% | 511 |
|
|
2024
Q4 | $180K | Hold |
39,541
| – | – | 0.01% | 651 |
|
|
2024
Q3 | $202K | Hold |
39,541
| – | – | 0.01% | 650 |
|
|
2024
Q2 | $183K | Sell |
39,541
-1,689
| -4% | -$7.82K | 0.01% | 614 |
|
|
2024
Q1 | $208K | Sell |
41,230
-1,115
| -3% | -$5.63K | 0.01% | 598 |
|
|
2023
Q4 | $175K | Buy |
42,345
+2,804
| +7% | +$11.6K | 0.01% | 597 |
|
|
2023
Q3 | $149K | Hold |
39,541
| – | – | 0.01% | 578 |
|
|
2023
Q2 | $147K | Sell |
39,541
-2,172
| -5% | -$8.06K | 0.01% | 557 |
|
|
2023
Q1 | $154K | Buy |
41,713
+13,164
| +46% | +$48.6K | 0.01% | 565 |
|
|
2022
Q4 | $84.2K | Buy |
28,549
+11,173
| +64% | +$33K | ﹤0.01% | 513 |
|
|
2022
Q3 | $40K | Buy |
17,376
+790
| +5% | +$1.82K | ﹤0.01% | 469 |
|
|
2022
Q2 | $46K | Buy |
16,586
+1,988
| +14% | +$5.51K | ﹤0.01% | 462 |
|
|
2022
Q1 | $49K | Buy |
+14,598
| New | +$49K | ﹤0.01% | 560 |
|
|
2019
Q4 | – | Sell |
-15,812
| Closed | -$61K | – | 1686 |
|
|
2019
Q3 | $61K | Sell |
15,812
-10,435
| -40% | -$40.3K | 0.01% | 538 |
|
|
2019
Q2 | $115K | Buy |
26,247
+25,741
| +5,087% | +$113K | 0.01% | 398 |
|
|
2019
Q1 | $2K | Buy |
+506
| New | +$2K | ﹤0.01% | 1379 |
|
|
2018
Q4 | – | Sell |
-517
| Closed | -$2K | – | 1684 |
|
|
2018
Q3 | $2K | Hold |
517
| – | – | ﹤0.01% | 1498 |
|
|
2018
Q2 | $3K | Sell |
517
-389
| -43% | -$2.26K | ﹤0.01% | 1269 |
|
|
2018
Q1 | $6K | Buy |
+906
| New | +$6K | ﹤0.01% | 1088 |
|
|
2017
Q4 | – | Sell |
-2,713
| Closed | -$18K | – | 1465 |
|
|
2017
Q3 | $18K | Buy |
+2,713
| New | +$18K | ﹤0.01% | 574 |
|