Kelly 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
Q3 | – | Sell |
-424
| Closed | -$66.5K | – | 741 |
|
|
2024
Q2 | $66.5K | Buy |
424
+14
| +3% | +$2.2K | 0.02% | 197 |
|
|
2024
Q1 | $70K | Buy |
410
+54
| +15% | +$9.22K | 0.03% | 181 |
|
|
2023
Q4 | $46.3K | Hold |
356
| – | – | 0.02% | 214 |
|
|
2023
Q3 | $50.4K | Hold |
356
| – | – | 0.02% | 179 |
|
|
2023
Q2 | $41.8K | Buy |
356
+1
| +0.3% | +$117 | 0.02% | 207 |
|
|
2023
Q1 | $49.6K | Buy |
355
+1
| +0.3% | +$140 | 0.03% | 183 |
|
|
2022
Q4 | $44.9K | Buy |
354
+1
| +0.3% | +$127 | 0.02% | 185 |
|
|
2022
Q3 | $37.7K | Buy |
353
+2
| +0.6% | +$214 | 0.02% | 187 |
|
|
2022
Q2 | $37.3K | Hold |
351
| – | – | 0.02% | 193 |
|
|
2022
Q1 | $35.6K | Hold |
351
| – | – | 0.02% | 215 |
|
|
2021
Q4 | $26.4K | Hold |
351
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $24.8K | Sell |
351
-27,055
| -99% | -$1.91M | 0.01% | 235 |
|
|
2021
Q2 | $351K | Buy |
27,406
+27,055
| +7,708% | +$347K | 0.01% | 230 |
|
|
2021
Q1 | $25.1K | Hold |
351
| – | – | 0.02% | 193 |
|
|
2020
Q4 | $19.9K | Hold |
351
| – | – | 0.01% | 196 |
|
|
2020
Q3 | $15.2K | Hold |
351
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $20.6K | Hold |
351
| – | – | 0.02% | 157 |
|
|
2020
Q1 | $15.9K | Hold |
351
| – | – | 0.02% | 163 |
|
|
2019
Q4 | $32.9K | Hold |
351
| – | – | 0.03% | 118 |
|
|
2019
Q3 | $29.9K | Hold |
351
| – | – | 0.03% | 121 |
|
|
2019
Q2 | $30K | Hold |
351
| – | – | 0.03% | 120 |
|
|
2019
Q1 | $29.8K | Buy |
+351
| New | +$29.8K | 0.03% | 118 |
|