Allworth Financial’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
15,042
+7,384
| +96% | +$993K | 0.01% | 476 |
|
|
2025
Q1 | $868K | Buy |
7,658
+44
| +0.6% | +$4.99K | ﹤0.01% | 552 |
|
|
2024
Q4 | $1.03M | Sell |
7,614
-45
| -0.6% | -$6.08K | 0.01% | 529 |
|
|
2024
Q3 | $1.03M | Sell |
7,659
-40
| -0.5% | -$5.4K | 0.01% | 425 |
|
|
2024
Q2 | $1.14M | Buy |
7,699
+410
| +6% | +$60.8K | 0.01% | 405 |
|
|
2024
Q1 | $1.24M | Sell |
7,289
-338
| -4% | -$57.7K | 0.01% | 377 |
|
|
2023
Q4 | $992K | Buy |
7,627
+46
| +0.6% | +$5.98K | 0.01% | 409 |
|
|
2023
Q3 | $1.07M | Sell |
7,581
-269
| -3% | -$38.1K | 0.01% | 365 |
|
|
2023
Q2 | $921K | Sell |
7,850
-2,857
| -27% | -$335K | 0.01% | 397 |
|
|
2023
Q1 | $1.49M | Buy |
10,707
+338
| +3% | +$47.2K | 0.02% | 301 |
|
|
2022
Q4 | $1.32M | Sell |
10,369
-207
| -2% | -$26.3K | 0.01% | 309 |
|
|
2022
Q3 | $1.13M | Sell |
10,576
-5,799
| -35% | -$620K | 0.01% | 304 |
|
|
2022
Q2 | $1.74M | Sell |
16,375
-458
| -3% | -$48.7K | 0.02% | 234 |
|
|
2022
Q1 | $1.71M | Buy |
16,833
+177
| +1% | +$18K | 0.02% | 236 |
|
|
2021
Q4 | $1.25M | Sell |
16,656
-804
| -5% | -$60.4K | 0.02% | 256 |
|
|
2021
Q3 | $1.23M | Buy |
17,460
+2,081
| +14% | +$147K | 0.02% | 214 |
|
|
2021
Q2 | $1.2M | Buy |
15,379
+9,280
| +152% | +$725K | 0.02% | 175 |
|
|
2021
Q1 | $437K | Buy |
6,099
+1,449
| +31% | +$104K | 0.01% | 259 |
|
|
2020
Q4 | $263K | Buy |
4,650
+2
| +0% | +$113 | 0.01% | 251 |
|
|
2020
Q3 | $201K | Buy |
4,648
+2
| +0% | +$86 | 0.01% | 241 |
|
|
2020
Q2 | $273K | Buy |
4,646
+4,077
| +717% | +$240K | 0.01% | 204 |
|
|
2020
Q1 | $26K | Buy |
569
+235
| +70% | +$10.7K | ﹤0.01% | 520 |
|
|
2019
Q4 | $31K | Buy |
334
+138
| +70% | +$12.8K | ﹤0.01% | 444 |
|
|
2019
Q3 | $17K | Hold |
196
| – | – | ﹤0.01% | 487 |
|
|
2019
Q2 | $17K | Sell |
196
-22
| -10% | -$1.91K | ﹤0.01% | 490 |
|
|
2019
Q1 | $18K | Buy |
218
+22
| +11% | +$1.82K | ﹤0.01% | 475 |
|
|
2018
Q4 | $15K | Hold |
196
| – | – | ﹤0.01% | 460 |
|
|
2018
Q3 | $22K | Sell |
196
-2
| -1% | -$224 | ﹤0.01% | 416 |
|
|
2018
Q2 | $22K | Buy |
+198
| New | +$22K | ﹤0.01% | 397 |
|
|
2017
Q3 | – | Sell |
-120
| Closed | -$8K | – | 808 |
|
|
2017
Q2 | $8K | Buy |
120
+1
| +0.8% | +$67 | ﹤0.01% | 508 |
|
|
2017
Q1 | $8K | Buy |
119
+2
| +2% | +$134 | ﹤0.01% | 479 |
|
|
2016
Q4 | $8K | Buy |
117
+1
| +0.9% | +$68 | ﹤0.01% | 429 |
|
|
2016
Q3 | $6K | Buy |
116
+1
| +0.9% | +$52 | ﹤0.01% | 479 |
|
|
2016
Q2 | $6K | Buy |
115
+1
| +0.9% | +$52 | ﹤0.01% | 444 |
|
|
2016
Q1 | $7K | Buy |
114
+1
| +0.9% | +$61 | ﹤0.01% | 419 |
|
|
2015
Q4 | $8K | Buy |
113
+1
| +0.9% | +$71 | ﹤0.01% | 404 |
|
|
2015
Q3 | $7K | Buy |
112
+1
| +0.9% | +$63 | ﹤0.01% | 421 |
|
|
2015
Q2 | $7K | Buy |
+111
| New | +$7K | ﹤0.01% | 414 |
|