Heartland 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 | – | Sell |
-5,510
| Closed | -$728K | – | 179 |
|
|
2025
Q1 | $728K | Buy |
5,510
+1,044
| +23% | +$138K | 0.37% | 70 |
|
|
2024
Q4 | $547K | Sell |
4,466
-308
| -6% | -$37.8K | 0.3% | 75 |
|
|
2024
Q3 | $645K | Sell |
4,774
-175
| -4% | -$23.6K | 0.35% | 70 |
|
|
2024
Q2 | $776K | Buy |
4,949
+90
| +2% | +$14.1K | 0.44% | 47 |
|
|
2024
Q1 | $829K | Sell |
4,859
-79
| -2% | -$13.5K | 0.48% | 48 |
|
|
2023
Q4 | $642K | Sell |
4,938
-511
| -9% | -$66.4K | 0.44% | 57 |
|
|
2023
Q3 | $772K | Buy |
5,449
+67
| +1% | +$9.5K | 0.61% | 40 |
|
|
2023
Q2 | $631K | Sell |
5,382
-310
| -5% | -$36.4K | 0.49% | 56 |
|
|
2023
Q1 | $795K | Buy |
+5,692
| New | +$795K | 0.6% | 44 |
|