Global Financial Private Client’s Vertex Energy, Inc VTNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,000
| Closed | -$175 | – | 1708 |
|
|
2024
Q4 | $175 | Hold |
5,000
| – | – | ﹤0.01% | 1322 |
|
|
2024
Q3 | $578 | Hold |
5,000
| – | – | ﹤0.01% | 779 |
|
|
2024
Q2 | $4.72K | Hold |
5,000
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $6.8K | Hold |
5,000
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $16.9K | Hold |
5,000
| – | – | 0.01% | 404 |
|
|
2023
Q3 | $21.8K | Hold |
5,000
| – | – | 0.01% | 366 |
|
|
2023
Q2 | $31.5K | Hold |
5,000
| – | – | 0.02% | 332 |
|
|
2023
Q1 | $51.6K | Hold |
5,000
| – | – | 0.03% | 280 |
|
|
2022
Q4 | $31K | Hold |
5,000
| – | – | 0.02% | 322 |
|
|
2022
Q3 | $33.6K | Hold |
5,000
| – | – | 0.02% | 302 |
|
|
2022
Q2 | $0 | Hold |
5,000
| – | – | ﹤0.01% | 673 |
|
|
2022
Q1 | $0 | Hold |
5,000
| – | – | ﹤0.01% | 679 |
|
|
2021
Q4 | $0 | Hold |
5,000
| – | – | ﹤0.01% | 652 |
|
|
2021
Q3 | $0 | Hold |
5,000
| – | – | ﹤0.01% | 609 |
|
|
2021
Q2 | $0 | Hold |
5,000
| – | – | ﹤0.01% | 613 |
|
|
2021
Q1 | $0 | Hold |
5,000
| – | – | ﹤0.01% | 594 |
|
|
2020
Q4 | $0 | Hold |
5,000
| – | – | ﹤0.01% | 599 |
|
|
2020
Q3 | $0 | Hold |
5,000
| – | – | ﹤0.01% | 527 |
|
|
2020
Q2 | $0 | Hold |
5,000
| – | – | ﹤0.01% | 553 |
|
|
2020
Q1 | $0 | Hold |
5,000
| – | – | ﹤0.01% | 562 |
|
|
2019
Q4 | $0 | Buy |
+5,000
| New | +$6.65K | ﹤0.01% | 540 |
|
Other funds holding VTNR
Global Financial Private Client's VTNR Position: Q1 2025 in Review
Global Financial Private Client sold out of Vertex Energy, Inc (VTNR) in Q1 2025, closing a stake of 5,000 shares — an estimated $175 sold.
Global Financial Private Client first reported a position in VTNR in Q4 2019 and held it in 21 quarters. The position peaked at $51.6K in Q1 2023. 1 fund tracked by Wall St. Rank holds VTNR as of Q1 2025.
- Global Financial Private Client reported no remaining Vertex Energy, Inc position as of Q1 2025 after selling out during the quarter.
- Global Financial Private Client sold 5,000 Vertex Energy, Inc shares in Q1 2025, an estimated $175.
- Global Financial Private Client first reported a position in Vertex Energy, Inc in Q4 2019 and held it in 21 quarters.
- Global Financial Private Client's Vertex Energy, Inc position peaked at $51.6K in Q1 2023.
- 1 fund tracked by Wall St. Rank held Vertex Energy, Inc as of Q1 2025.
Based on Global Financial Private Client's 13F filing for Q1 2025, filed 8 Apr 2025.