Valeo Financial Advisors’s Texas Roadhouse TXRH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$335K	Buy	1,736 +38	+2%	+$6.47K	0.01%	586
2026 Q1	$280K	Sell	1,698 -370	-18%	-$66.4K	0.01%	577
2025 Q4	$343K	Sell	2,068 -542	-21%	-$91.7K	0.01%	573
2025 Q3	$434K	Sell	2,610 -121	-4%	-$21.3K	0.01%	498
2025 Q2	$512K	Sell	2,731 -19	-0.7%	-$3.41K	0.01%	447
2025 Q1	$458K	Buy	2,750 +62	+2%	+$11K	0.01%	432
2024 Q4	$485K	Buy	2,688 +97	+4%	+$18.3K	0.01%	417
2024 Q3	$457K	Sell	2,591 -107	-4%	-$18.1K	0.01%	427
2024 Q2	$463K	Buy	2,698 +451	+20%	+$73.5K	0.01%	410
2024 Q1	$352K	Buy	+2,247	New	+$308K	0.01%	458
2019 Q3	–	Sell	-74	Closed	-$4K	–	1680
2019 Q2	$4K	Hold	74	–	–	﹤0.01%	1293
2019 Q1	$5K	Hold	74	–	–	﹤0.01%	1201
2018 Q4	$4K	Sell	74 -500	-87%	-$32.1K	﹤0.01%	1168
2018 Q3	$35K	Buy	574 +74	+15%	+$5.02K	﹤0.01%	627
2018 Q2	$32K	Hold	500	–	–	﹤0.01%	641
2018 Q1	$29K	Hold	500	–	–	﹤0.01%	623
2017 Q4	$26K	Buy	+500	New	+$25.3K	﹤0.01%	617

Other funds holding TXRH

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return