FineMark National Bank & Trust’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 | $2.43M | Buy |
18,063
+281
| +2% | +$37.8K | 0.08% | 149 |
|
|
2025
Q1 | $2.35M | Sell |
17,782
-1,445
| -8% | -$191K | 0.09% | 144 |
|
|
2024
Q4 | $2.36M | Sell |
19,227
-11
| -0.1% | -$1.35K | 0.08% | 141 |
|
|
2024
Q3 | $2.6M | Sell |
19,238
-110
| -0.6% | -$14.9K | 0.09% | 136 |
|
|
2024
Q2 | $3.03M | Buy |
19,348
+499
| +3% | +$78.2K | 0.11% | 127 |
|
|
2024
Q1 | $3.22M | Sell |
18,849
-891
| -5% | -$152K | 0.12% | 123 |
|
|
2023
Q4 | $2.57M | Buy |
19,740
+7
| +0% | +$910 | 0.11% | 133 |
|
|
2023
Q3 | $2.8M | Buy |
19,733
+5
| +0% | +$709 | 0.12% | 133 |
|
|
2023
Q2 | $2.31M | Buy |
19,728
+427
| +2% | +$50.1K | 0.1% | 139 |
|
|
2023
Q1 | $2.69M | Buy |
19,301
+2,312
| +14% | +$323K | 0.12% | 133 |
|
|
2022
Q4 | $2.16M | Sell |
16,989
-144
| -0.8% | -$18.3K | 0.1% | 138 |
|
|
2022
Q3 | $1.83M | Sell |
17,133
-147
| -0.9% | -$15.7K | 0.09% | 147 |
|
|
2022
Q2 | $1.84M | Sell |
17,280
-319
| -2% | -$33.9K | 0.08% | 151 |
|
|
2022
Q1 | $1.79M | Sell |
17,599
-1,164
| -6% | -$118K | 0.07% | 163 |
|
|
2021
Q4 | $1.41M | Sell |
18,763
-1,530
| -8% | -$115K | 0.05% | 185 |
|
|
2021
Q3 | $1.43M | Sell |
20,293
-1,617
| -7% | -$114K | 0.06% | 177 |
|
|
2021
Q2 | $1.71M | Sell |
21,910
-4,959
| -18% | -$387K | 0.07% | 162 |
|
|
2021
Q1 | $1.92M | Sell |
26,869
-2,362
| -8% | -$169K | 0.08% | 148 |
|
|
2020
Q4 | $1.65M | Sell |
29,231
-98,832
| -77% | -$5.59M | 0.07% | 151 |
|
|
2020
Q3 | $5.55M | Sell |
128,063
-12,399
| -9% | -$537K | 0.27% | 75 |
|
|
2020
Q2 | $8.26M | Sell |
140,462
-6,754
| -5% | -$397K | 0.46% | 52 |
|
|
2020
Q1 | $6.68M | Sell |
147,216
-2,117
| -1% | -$96K | 0.42% | 64 |
|
|
2019
Q4 | $14M | Buy |
149,333
+4,672
| +3% | +$438K | 0.7% | 34 |
|
|
2019
Q3 | $12.3M | Sell |
144,661
-3,798
| -3% | -$324K | 0.66% | 37 |
|
|
2019
Q2 | $12.7M | Buy |
148,459
+6,896
| +5% | +$590K | 0.71% | 31 |
|
|
2019
Q1 | $12M | Buy |
141,563
+7,520
| +6% | +$638K | 0.7% | 33 |
|
|
2018
Q4 | $10M | Buy |
134,043
+49,624
| +59% | +$3.72M | 0.68% | 34 |
|
|
2018
Q3 | $9.6M | Sell |
84,419
-1,446
| -2% | -$164K | 0.58% | 39 |
|
|
2018
Q2 | $9.52M | Sell |
85,865
-15,824
| -16% | -$1.75M | 0.58% | 38 |
|
|
2018
Q1 | $9.43M | Buy |
101,689
+662
| +0.7% | +$61.4K | 0.6% | 39 |
|
|
2017
Q4 | $9.29M | Sell |
101,027
-3,494
| -3% | -$321K | 0.59% | 39 |
|
|
2017
Q3 | $8.04M | Buy |
104,521
+2,652
| +3% | +$204K | 0.54% | 42 |
|
|
2017
Q2 | $6.87M | Buy |
101,869
+34,890
| +52% | +$2.35M | 0.49% | 45 |
|
|
2017
Q1 | $4.44M | Buy |
66,979
+19,954
| +42% | +$1.32M | 0.33% | 86 |
|
|
2016
Q4 | $3.21M | Buy |
47,025
+3,560
| +8% | +$243K | 0.26% | 94 |
|
|
2016
Q3 | $2.17M | Buy |
43,465
+6,110
| +16% | +$305K | 0.23% | 105 |
|
|
2016
Q2 | $1.91M | Buy |
37,355
+361
| +1% | +$18.4K | 0.21% | 104 |
|
|
2016
Q1 | $2.37M | Buy |
36,994
+2,784
| +8% | +$179K | 0.28% | 91 |
|
|
2015
Q4 | $2.42M | Buy |
34,210
+8,155
| +31% | +$577K | 0.29% | 89 |
|
|
2015
Q3 | $1.57M | Buy |
26,055
+24,522
| +1,600% | +$1.47M | 0.21% | 117 |
|
|
2015
Q2 | $96K | Buy |
1,533
+106
| +7% | +$6.64K | 0.01% | 496 |
|
|
2015
Q1 | $90K | Sell |
1,427
-1,558
| -52% | -$98.3K | 0.01% | 511 |
|
|
2014
Q4 | $148K | Sell |
2,985
-1,000
| -25% | -$49.6K | 0.02% | 408 |
|
|
2014
Q3 | $184K | Buy |
3,985
+680
| +21% | +$31.4K | 0.03% | 354 |
|
|
2014
Q2 | $166K | Sell |
3,305
-806
| -20% | -$40.5K | 0.03% | 355 |
|
|
2014
Q1 | $218K | Buy |
4,111
+718
| +21% | +$38.1K | 0.04% | 302 |
|
|
2013
Q4 | $172K | Sell |
3,393
-226
| -6% | -$11.5K | 0.04% | 330 |
|
|
2013
Q3 | $124K | Sell |
3,619
-153
| -4% | -$5.24K | 0.03% | 385 |
|
|
2013
Q2 | $132K | Buy |
+3,772
| New | +$132K | 0.04% | 341 |
|