Valeo Financial Advisors’s Target TGT Stock Holding History

Valeo Financial Advisors’s Portfolio TGT Stock Details TGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.88M	Sell	19,031 -949	-5%	-$93.6K	0.05%	184
2025 Q1	$2.09M	Buy	19,980 +3,292	+20%	+$344K	0.06%	152
2024 Q4	$2.26M	Sell	16,688 -2,539	-13%	-$343K	0.06%	137
2024 Q3	$3M	Sell	19,227 -60	-0.3%	-$9.35K	0.09%	118
2024 Q2	$2.86M	Sell	19,287 -1,977	-9%	-$293K	0.09%	112
2024 Q1	$3.52M	Sell	21,264 -630	-3%	-$104K	0.13%	91
2023 Q4	$3.12M	Sell	21,894 -2,697	-11%	-$384K	0.13%	94
2023 Q3	$2.72M	Buy	24,591 +1,905	+8%	+$211K	0.12%	98
2023 Q2	$2.99M	Sell	22,686 -1,466	-6%	-$193K	0.14%	91
2023 Q1	$4M	Buy	24,152 +3,263	+16%	+$540K	0.19%	73
2022 Q4	$3.11M	Buy	20,889 +347	+2%	+$51.7K	0.17%	77
2022 Q3	$3.05M	Buy	20,542 +1,028	+5%	+$153K	0.19%	73
2022 Q2	$2.76M	Buy	19,514 +707	+4%	+$99.9K	0.17%	80
2022 Q1	$3.99M	Buy	18,807 +5,241	+39%	+$1.11M	0.2%	72
2021 Q4	$3.14M	Sell	13,566 -2,521	-16%	-$584K	0.17%	78
2021 Q3	$3.68M	Buy	16,087 +212	+1%	+$48.5K	0.21%	68
2021 Q2	$3.84M	Sell	15,875 -5,749	-27%	-$1.39M	0.23%	65
2021 Q1	$4.28M	Sell	21,624 -646	-3%	-$128K	0.2%	65
2020 Q4	$3.93M	Buy	22,270 +5,646	+34%	+$997K	0.2%	62
2020 Q3	$2.62M	Sell	16,624 -1,950	-10%	-$307K	0.23%	66
2020 Q2	$2.23M	Buy	18,574 +644	+4%	+$77.2K	0.2%	71
2020 Q1	$1.87M	Buy	17,930 +283	+2%	+$29.5K	0.2%	74
2019 Q4	$2.26M	Sell	17,647 -5,099	-22%	-$654K	0.22%	74
2019 Q3	$2.43M	Buy	22,746 +183	+0.8%	+$19.6K	0.27%	60
2019 Q2	$1.95M	Sell	22,563 -1,496	-6%	-$130K	0.22%	73
2019 Q1	$1.93M	Buy	24,059 +1,927	+9%	+$155K	0.23%	71
2018 Q4	$1.46M	Buy	22,132 +55	+0.2%	+$3.64K	0.21%	80
2018 Q3	$1.85M	Buy	22,077 +87	+0.4%	+$7.28K	0.25%	65
2018 Q2	$1.81M	Sell	21,990 -730	-3%	-$59.9K	0.25%	64
2018 Q1	$1.58M	Buy	22,720 +9,549	+73%	+$663K	0.25%	69
2017 Q4	$859K	Buy	13,171 +2,365	+22%	+$154K	0.14%	110
2017 Q3	$638K	Buy	+10,806	New	+$638K	0.14%	107