Castleview Partners, LLC Purchases and Sells in Q4 2024

Castleview Partners, LLC

$151 Million
Q4 2024

Top Buys

Incresed Positions

206 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DDM	5.67K + 169.12%	$92.63 - $107.31 $526K - $609K	9.03K $860K
BMY	5.75K + 11.63%	$51.92 - $59.94 $299K - $345K	55.2K $3.12M
AMLP	6.35K + 121.43%	$46.48 - $51.32 $295K - $326K	11.6K $557K
LLY	301 + 76.01%	$727.2 - $932.06 $219K - $281K	697 $538K
BIZD	13.1K + 331.1%	$15.9 - $17.05 $209K - $224K	17.1K $284K
DBMF	7.35K + 247.76%	$26.01 - $28.19 $191K - $207K	10.3K $269K

New Holdings

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COP	28.2K New	$95.12 - $114.72 $2.68M - $3.23M	28.2K $2.79M
FDVV	45.6K New	$49.66 - $52.63 $2.26M - $2.4M	45.6K $2.28M
QQQ	3.13K New	$481.22 - $538.17 $1.5M - $1.68M	3.13K $1.6M
DOCT	39.7K New	$38.63 - $39.95 $1.53M - $1.58M	39.7K $1.56M
DNOV	30.6K New	$42.25 - $43.54 $1.29M - $1.33M	30.6K $1.31M
GLDM	19.2K New	$50.76 - $55.23 $973K - $1.06M	19.2K $996K

Top Sells

Reduced Positions

177 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CLOI	-11.2K - 22.86%	$52.7 - $53.15 $591K - $596K	37.8K $2M
AMZN	-2.55K - 16.29%	$180.88 - $232.93 $461K - $593K	13.1K $2.87M
NEE	-7.32K - 33.7%	$69.77 - $85.43 $511K - $625K	14.4K $1.03M
TQQQ	-5.54K - 30.33%	$69.42 - $93.29 $384K - $517K	12.7K $1.01M
QLD	-3.34K - 17.75%	$97.85 - $120.25 $327K - $402K	15.5K $1.68M
XLP	-4.66K - 17.2%	N/A	22.4K $1.71M

Activity Summary All Purchases 289 New Holdings 83 Increased Positions 206 All Sells 177 Reductions 177 Sold out 0 Calls 0 Puts 0

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