Kovack Advisors’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 |
-1,515
| Closed | -$238K | – | 620 |
|
|
2024
Q2 | $238K | Buy |
1,515
+56
| +4% | +$8.78K | 0.03% | 478 |
|
|
2024
Q1 | $249K | Sell |
1,459
-1,182
| -45% | -$202K | 0.03% | 393 |
|
|
2023
Q4 | $343K | Buy |
2,641
+398
| +18% | +$51.7K | 0.04% | 388 |
|
|
2023
Q3 | $318K | Buy |
+2,243
| New | +$318K | 0.04% | 373 |
|
|
2023
Q2 | – | Sell |
-1,760
| Closed | -$246K | – | 632 |
|
|
2023
Q1 | $246K | Buy |
1,760
+111
| +7% | +$15.5K | 0.03% | 462 |
|
|
2022
Q4 | $209K | Buy |
+1,649
| New | +$209K | 0.03% | 505 |
|
|
2022
Q2 | – | Sell |
-2,518
| Closed | -$255K | – | 714 |
|
|
2022
Q1 | $255K | Buy |
+2,518
| New | +$255K | 0.03% | 573 |
|
|
2020
Q1 | – | Sell |
-2,340
| Closed | -$219K | – | 540 |
|
|
2019
Q4 | $219K | Sell |
2,340
-759
| -24% | -$71K | 0.04% | 431 |
|
|
2019
Q3 | $264K | Buy |
3,099
+251
| +9% | +$21.4K | 0.05% | 362 |
|
|
2019
Q2 | $244K | Sell |
2,848
-699
| -20% | -$59.9K | 0.06% | 348 |
|
|
2019
Q1 | $301K | Buy |
3,547
+212
| +6% | +$18K | 0.08% | 292 |
|
|
2018
Q4 | $250K | Sell |
3,335
-99
| -3% | -$7.42K | 0.07% | 301 |
|
|
2018
Q3 | $391K | Buy |
3,434
+450
| +15% | +$51.2K | 0.1% | 247 |
|
|
2018
Q2 | $331K | Buy |
+2,984
| New | +$331K | 0.09% | 253 |
|
|
2018
Q1 | – | Sell |
-4,105
| Closed | -$377K | – | 526 |
|
|
2017
Q4 | $377K | Buy |
+4,105
| New | +$377K | 0.1% | 248 |
|