Values Added Financial’s CTO Realty Growth CTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Hold
13,450
0.11% 113
2025
Q1
$260K Sell
13,450
-1,800
-12% -$34.8K 0.14% 100
2024
Q4
$301K Buy
15,250
+5,250
+53% +$103K 0.17% 90
2024
Q3
$190K Buy
+10,000
New +$190K 0.12% 104