Valeo Financial Advisors, LLC WELLS FARGO CO NEW PERP PFD CNV A Transaction History

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Number of Shares
81,601
Previous 81,721 0.15%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-120 Reduced 0.15%
81,601 $0
Q1 2025

Apr 30, 2025
SELL
N/A
-214 Reduced 0.26%
81,721 $0
Q4 2024

Jan 30, 2025
SELL
N/A
-8 Reduced 0.01%
81,935 $0
Q3 2024

Oct 10, 2024
BUY
N/A
300 Added 0.37%
81,943 $0
Q2 2024

Jul 10, 2024
SELL
N/A
-124 Reduced 0.15%
81,643 $0
Q1 2024

Apr 19, 2024
BUY
N/A
47 Added 0.06%
81,767 $0
Q4 2023

Jan 29, 2024
SELL
N/A
-116 Reduced 0.14%
81,720 $0
Q3 2023

Oct 19, 2023
SELL
N/A
-36 Reduced 0.04%
81,836 $0
Q2 2023

Jul 14, 2023
SELL
N/A
-50 Reduced 0.06%
81,872 $0
Q1 2023

Apr 17, 2023
SELL
N/A
-90 Reduced 0.11%
81,922 $0
Q4 2022

Feb 09, 2023
SELL
N/A
-65 Reduced 0.08%
82,012 $0
Q3 2022

Oct 31, 2022
BUY
N/A
81 Added 0.1%
82,077 $931,000
Q2 2022

Aug 03, 2022
BUY
N/A
62 Added 0.08%
81,996 $841,000
Q1 2022

Apr 28, 2022
BUY
N/A
81,934 New
81,934 $827,000
Q4 2020

Feb 11, 2021
SELL
N/A
-2,668 Closed
0 $0
Q3 2020

Oct 28, 2020
BUY
N/A
307 Added 13.0%
2,668 $3.58 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-69 Reduced 2.84%
2,361 $3.06 Million
Q1 2020

Apr 13, 2020
SELL
N/A
-10 Reduced 0.41%
2,430 $3.28 Million
Q4 2019

Jan 24, 2020
SELL
N/A
-84 Reduced 3.33%
2,440 $3.54 Million
Q3 2019

Oct 15, 2019
SELL
N/A
-43 Reduced 1.68%
2,524 $3.84 Million
Q2 2019

Jul 10, 2019
BUY
N/A
189 Added 7.95%
2,567 $3.5 Million
Q1 2019

Apr 12, 2019
BUY
N/A
93 Added 4.07%
2,378 $3.07 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-125 Reduced 5.19%
2,285 $2.88 Million
Q3 2018

Nov 01, 2018
BUY
N/A
119 Added 5.19%
2,410 $3.07 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-795 Reduced 25.76%
2,291 $2.92 Million
Q1 2018

Apr 12, 2018
SELL
N/A
-272 Reduced 8.1%
3,086 $3.98 Million
Q4 2017

Feb 09, 2018
BUY
N/A
579 Added 20.83%
3,358 $4.4 Million
Q3 2017

Nov 14, 2017
BUY
N/A
2,779
2,779 $3.66 Million
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