Valeo Financial Advisors’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $217K | Buy |
+925
| New | +$217K | 0.01% | 679 |
|
2023
Q4 | – | Sell |
-1,060
| Closed | -$212K | – | 666 |
|
2023
Q3 | $212K | Buy |
+1,060
| New | +$212K | 0.01% | 555 |
|
2023
Q2 | – | Sell |
-972
| Closed | -$254K | – | 637 |
|
2023
Q1 | $254K | Buy |
+972
| New | +$254K | 0.01% | 492 |
|
2021
Q3 | – | Sell |
-196
| Closed | -$62K | – | 546 |
|
2021
Q2 | $62K | Hold |
196
| – | – | ﹤0.01% | 446 |
|
2021
Q1 | $54K | Sell |
196
-22
| -10% | -$6.06K | ﹤0.01% | 807 |
|
2020
Q4 | $62K | Sell |
218
-2
| -0.9% | -$569 | ﹤0.01% | 690 |
|
2020
Q3 | $70K | Sell |
220
-62
| -22% | -$19.7K | 0.01% | 539 |
|
2020
Q2 | $84K | Buy |
282
+10
| +4% | +$2.98K | 0.01% | 539 |
|
2020
Q1 | $83K | Hold |
272
| – | – | 0.01% | 457 |
|
2019
Q4 | $66K | Buy |
272
+180
| +196% | +$43.7K | 0.01% | 551 |
|
2019
Q3 | $22K | Hold |
92
| – | – | ﹤0.01% | 816 |
|
2019
Q2 | $21K | Sell |
92
-60
| -39% | -$13.7K | ﹤0.01% | 828 |
|
2019
Q1 | $30K | Sell |
152
-6
| -4% | -$1.18K | ﹤0.01% | 667 |
|
2018
Q4 | $26K | Hold |
158
| – | – | ﹤0.01% | 631 |
|
2018
Q3 | $26K | Hold |
158
| – | – | ﹤0.01% | 681 |
|
2018
Q2 | $25K | Hold |
158
| – | – | ﹤0.01% | 694 |
|
2018
Q1 | $27K | Hold |
158
| – | – | ﹤0.01% | 632 |
|
2017
Q4 | $26K | Buy |
158
+121
| +327% | +$19.9K | ﹤0.01% | 614 |
|
2017
Q3 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 875 |
|