Cooper Financial Group’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 | $548K | Buy |
4,080
+67
| +2% | +$9.01K | 0.06% | 223 |
|
|
2025
Q1 | $530K | Buy |
4,013
+426
| +12% | +$56.3K | 0.07% | 235 |
|
|
2024
Q4 | $440K | Buy |
3,587
+171
| +5% | +$21K | 0.05% | 262 |
|
|
2024
Q3 | $461K | Buy |
3,416
+425
| +14% | +$57.4K | 0.06% | 258 |
|
|
2024
Q2 | $469K | Sell |
2,991
-3,535
| -54% | -$554K | 0.07% | 231 |
|
|
2024
Q1 | $1.11M | Buy |
6,526
+103
| +2% | +$17.6K | 0.18% | 108 |
|
|
2023
Q4 | $835K | Buy |
6,423
+1,002
| +18% | +$130K | 0.15% | 125 |
|
|
2023
Q3 | $768K | Sell |
5,421
-517
| -9% | -$73.3K | 0.18% | 123 |
|
|
2023
Q2 | $697K | Buy |
5,938
+288
| +5% | +$33.8K | 0.17% | 141 |
|
|
2023
Q1 | $789K | Buy |
5,650
+726
| +15% | +$101K | 0.21% | 119 |
|
|
2022
Q4 | $625K | Buy |
4,924
+268
| +6% | +$34K | 0.19% | 121 |
|
|
2022
Q3 | $497K | Buy |
4,656
+716
| +18% | +$76.4K | 0.18% | 123 |
|
|
2022
Q2 | $419K | Buy |
3,940
+57
| +1% | +$6.06K | 0.15% | 143 |
|
|
2022
Q1 | $394K | Buy |
3,883
+1,078
| +38% | +$109K | 0.15% | 136 |
|
|
2021
Q4 | $211K | Sell |
2,805
-33
| -1% | -$2.48K | 0.08% | 218 |
|
|
2021
Q3 | $200K | Buy |
2,838
+63
| +2% | +$4.44K | 0.04% | 242 |
|
|
2021
Q2 | $217K | Buy |
+2,775
| New | +$217K | 0.04% | 235 |
|