Valeo Financial Advisors’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
496
+113
| +30% | +$86.8K | 0.01% | 507 |
|
|
2025
Q1 | $211K | Buy |
+383
| New | +$211K | 0.01% | 625 |
|
|
2022
Q2 | – | Sell |
-1,648
| Closed | -$249K | – | 582 |
|
|
2022
Q1 | $249K | Buy |
1,648
+155
| +10% | +$23.4K | 0.01% | 472 |
|
|
2021
Q4 | $349K | Buy |
1,493
+17
| +1% | +$3.97K | 0.02% | 369 |
|
|
2021
Q3 | $333K | Sell |
1,476
-922
| -38% | -$208K | 0.02% | 363 |
|
|
2021
Q2 | $661K | Buy |
2,398
+1,092
| +84% | +$301K | 0.04% | 204 |
|
|
2021
Q1 | $350K | Buy |
1,306
+988
| +311% | +$265K | 0.02% | 324 |
|
|
2020
Q4 | $100K | Buy |
318
+6
| +2% | +$1.89K | 0.01% | 562 |
|
|
2020
Q3 | $76K | Sell |
312
-149
| -32% | -$36.3K | 0.01% | 524 |
|
|
2020
Q2 | $119K | Buy |
461
+197
| +75% | +$50.9K | 0.01% | 437 |
|
|
2020
Q1 | $34K | Buy |
264
+63
| +31% | +$8.11K | ﹤0.01% | 704 |
|
|
2019
Q4 | $30K | Hold |
201
| – | – | ﹤0.01% | 803 |
|
|
2019
Q3 | $23K | Sell |
201
-144
| -42% | -$16.5K | ﹤0.01% | 804 |
|
|
2019
Q2 | $50K | Hold |
345
| – | – | 0.01% | 595 |
|
|
2019
Q1 | $48K | Buy |
345
+150
| +77% | +$20.9K | 0.01% | 562 |
|
|
2018
Q4 | $22K | Hold |
195
| – | – | ﹤0.01% | 682 |
|
|
2018
Q3 | $29K | Buy |
195
+15
| +8% | +$2.23K | ﹤0.01% | 657 |
|
|
2018
Q2 | $34K | Buy |
+180
| New | +$34K | ﹤0.01% | 626 |
|