Creative Planning’s Vaalco Energy EGY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $971K | Buy |
268,939
+209,724
| +354% | +$757K | ﹤0.01% | 1867 |
|
2025
Q1 | $223K | Buy |
59,215
+35,839
| +153% | +$135K | ﹤0.01% | 2972 |
|
2024
Q4 | $102K | Sell |
23,376
-1,280
| -5% | -$5.59K | ﹤0.01% | 3141 |
|
2024
Q3 | $142K | Sell |
24,656
-536
| -2% | -$3.08K | ﹤0.01% | 2948 |
|
2024
Q2 | $158K | Buy |
25,192
+4,917
| +24% | +$30.8K | ﹤0.01% | 2727 |
|
2024
Q1 | $141K | Buy |
20,275
+7,615
| +60% | +$53.1K | ﹤0.01% | 2629 |
|
2023
Q4 | $56.8K | Buy |
+12,660
| New | +$56.8K | ﹤0.01% | 2620 |
|
2023
Q3 | – | Sell |
-11,224
| Closed | -$42.2K | – | 2845 |
|
2023
Q2 | $42.2K | Buy |
+11,224
| New | +$42.2K | ﹤0.01% | 2430 |
|
2017
Q4 | – | Sell |
-10,500
| Closed | -$9K | – | 1900 |
|
2017
Q3 | $9K | Sell |
10,500
-1,000
| -9% | -$857 | ﹤0.01% | 1845 |
|
2017
Q2 | $11K | Buy |
11,500
+8,500
| +283% | +$8.13K | ﹤0.01% | 3522 |
|
2017
Q1 | $3K | Hold |
3,000
| – | – | ﹤0.01% | 4075 |
|
2016
Q4 | $3K | Hold |
3,000
| – | – | ﹤0.01% | 4040 |
|
2016
Q3 | $3K | Sell |
3,000
-38,300
| -93% | -$38.3K | ﹤0.01% | 3976 |
|
2016
Q2 | $44K | Buy |
41,300
+23,300
| +129% | +$24.8K | ﹤0.01% | 2202 |
|
2016
Q1 | $17K | Sell |
18,000
-7,000
| -28% | -$6.61K | ﹤0.01% | 2841 |
|
2015
Q4 | $40K | Buy |
25,000
+15,000
| +150% | +$24K | ﹤0.01% | 2270 |
|
2015
Q3 | $17K | Hold |
10,000
| – | – | ﹤0.01% | 2822 |
|
2015
Q2 | $21K | Buy |
+10,000
| New | +$21K | ﹤0.01% | 1042 |
|
2015
Q1 | – | Sell |
-860
| Closed | -$4K | – | 4096 |
|
2014
Q4 | $4K | Sell |
860
-5,000
| -85% | -$23.3K | ﹤0.01% | 3509 |
|
2014
Q3 | $50K | Hold |
5,860
| – | – | ﹤0.01% | 1905 |
|
2014
Q2 | $42K | Hold |
5,860
| – | – | ﹤0.01% | 1956 |
|
2014
Q1 | $50K | Hold |
5,860
| – | – | ﹤0.01% | 1787 |
|
2013
Q4 | $40K | Hold |
5,860
| – | – | ﹤0.01% | 1753 |
|
2013
Q3 | $33K | Sell |
5,860
-100
| -2% | -$563 | ﹤0.01% | 1771 |
|
2013
Q2 | $34K | Buy |
+5,960
| New | +$34K | ﹤0.01% | 1599 |
|