LIM
VTNR

Leavell Investment Management’s Vertex Energy, Inc VTNR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-42,000
Closed -$1.47K 569
2024
Q4
$1.47K Sell
42,000
-17,000
-29% -$595 ﹤0.01% 538
2024
Q3
$6.82K Sell
59,000
-1,000
-2% -$116 ﹤0.01% 536
2024
Q2
$57K Hold
60,000
﹤0.01% 499
2024
Q1
$84K Sell
60,000
-15,500
-21% -$21.7K ﹤0.01% 473
2023
Q4
$256K Sell
75,500
-9,500
-11% -$32.2K 0.02% 427
2023
Q3
$378K Sell
85,000
-5,500
-6% -$24.5K 0.03% 368
2023
Q2
$566K Buy
90,500
+2,000
+2% +$12.5K 0.04% 316
2023
Q1
$874K Buy
88,500
+10,500
+13% +$104K 0.06% 265
2022
Q4
$484K Buy
78,000
+3,000
+4% +$18.6K 0.04% 315
2022
Q3
$467K Buy
+75,000
New +$467K 0.04% 315