First Business Financial Services’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 |
-1,574
| Closed | -$269K | – | 170 |
|
2024
Q1 | $269K | Sell |
1,574
-83
| -5% | -$14.2K | 0.03% | 139 |
|
2023
Q4 | $215K | Sell |
1,657
-11
| -0.7% | -$1.43K | 0.03% | 152 |
|
2023
Q3 | $236K | Sell |
1,668
-93
| -5% | -$13.2K | 0.03% | 151 |
|
2023
Q2 | $207K | Sell |
1,761
-234
| -12% | -$27.4K | 0.03% | 160 |
|
2023
Q1 | $279K | Buy |
1,995
+17
| +0.9% | +$2.37K | 0.04% | 139 |
|
2022
Q4 | $251K | Buy |
1,978
+4
| +0.2% | +$508 | 0.03% | 140 |
|
2022
Q3 | $211K | Buy |
+1,974
| New | +$211K | 0.03% | 155 |
|
2016
Q1 | – | Sell |
-4,994
| Closed | -$353K | – | 77 |
|
2015
Q4 | $353K | Sell |
4,994
-2,325
| -32% | -$164K | 0.11% | 32 |
|
2015
Q3 | $440K | Buy |
7,319
+56
| +0.8% | +$3.37K | 0.14% | 23 |
|
2015
Q2 | $455K | Buy |
7,263
+371
| +5% | +$23.2K | 0.13% | 22 |
|
2015
Q1 | $438K | Buy |
6,892
+617
| +10% | +$39.2K | 0.13% | 19 |
|
2014
Q4 | $311K | Sell |
6,275
-176
| -3% | -$8.72K | 0.1% | 54 |
|
2014
Q3 | $298K | Buy |
6,451
+742
| +13% | +$34.3K | 0.11% | 41 |
|
2014
Q2 | $286K | Sell |
5,709
-67
| -1% | -$3.36K | 0.11% | 28 |
|
2014
Q1 | $307K | Buy |
5,776
+1,080
| +23% | +$57.4K | 0.12% | 22 |
|
2013
Q4 | $237K | Buy |
+4,696
| New | +$237K | 0.1% | 28 |
|