Advocate Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,204
| Closed | -$206K | – | 127 |
|
|
2024
Q1 | $206K | Buy |
+1,204
| New | +$206K | 0.04% | 117 |
|
|
2023
Q4 | – | Sell |
-1,888
| Closed | -$268K | – | 120 |
|
|
2023
Q3 | $268K | Sell |
1,888
-73
| -4% | -$10.3K | 0.06% | 104 |
|
|
2023
Q2 | $230K | Hold |
1,961
| – | – | 0.05% | 114 |
|
|
2023
Q1 | $274K | Sell |
1,961
-864
| -31% | -$121K | 0.06% | 109 |
|
|
2022
Q4 | $358K | Sell |
2,825
-66
| -2% | -$8.37K | 0.08% | 100 |
|
|
2022
Q3 | $309K | Sell |
2,891
-317
| -10% | -$33.9K | 0.08% | 97 |
|
|
2022
Q2 | $341K | Buy |
+3,208
| New | +$341K | 0.08% | 98 |
|