Lake Street Advisors Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $325K | Sell |
2,651
-78
| -3% | -$9.56K | 0.02% | 422 |
|
|
2024
Q3 | $369K | Buy |
2,729
+24
| +0.9% | +$3.24K | 0.02% | 397 |
|
|
2024
Q2 | $424K | Sell |
2,705
-440
| -14% | -$69K | 0.02% | 356 |
|
|
2024
Q1 | $537K | Buy |
3,145
+88
| +3% | +$15K | 0.03% | 326 |
|
|
2023
Q4 | $397K | Buy |
+3,057
| New | +$397K | 0.02% | 371 |
|
|
2020
Q1 | – | Sell |
-2,951
| Closed | -$276K | – | 290 |
|
|
2019
Q4 | $276K | Buy |
2,951
+412
| +16% | +$38.5K | 0.03% | 200 |
|
|
2019
Q3 | $205K | Buy |
2,539
+47
| +2% | +$3.8K | 0.02% | 214 |
|
|
2019
Q2 | $213K | Buy |
+2,492
| New | +$213K | 0.02% | 205 |
|
|
2018
Q4 | – | Sell |
-1,972
| Closed | -$224K | – | 224 |
|
|
2018
Q3 | $224K | Sell |
1,972
-1,179
| -37% | -$134K | 0.02% | 178 |
|
|
2018
Q2 | $349K | Sell |
3,151
-57
| -2% | -$6.31K | 0.03% | 202 |
|
|
2018
Q1 | $298K | Buy |
3,208
+224
| +8% | +$20.8K | 0.03% | 200 |
|
|
2017
Q4 | $274K | Buy |
+2,984
| New | +$274K | 0.03% | 242 |
|