Lee Financial Group Hawaii’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,891
| Closed | -$240K | – | 41 |
|
|
2022
Q4 | $240K | Hold |
1,891
| – | – | 0.24% | 24 |
|
|
2022
Q3 | $202 | Hold |
1,891
| – | – | 0.16% | 33 |
|
|
2022
Q2 | $201K | Buy |
+1,891
| New | +$201K | 0.2% | 33 |
|
|
2020
Q3 | – | Sell |
-3,671
| Closed | -$216K | – | 44 |
|
|
2020
Q2 | $216K | Buy |
+3,671
| New | +$216K | 0.19% | 39 |
|
|
2020
Q1 | – | Sell |
-48,746
| Closed | -$4.57M | – | 31 |
|
|
2019
Q4 | $4.57M | Sell |
48,746
-472
| -1% | -$44.2K | 3.6% | 11 |
|
|
2019
Q3 | $4.2M | Buy |
49,218
+722
| +1% | +$61.5K | 3.74% | 9 |
|
|
2019
Q2 | $4.15M | Buy |
48,496
+382
| +0.8% | +$32.7K | 3.55% | 10 |
|
|
2019
Q1 | $4.08M | Buy |
48,114
+797
| +2% | +$67.6K | 3.8% | 7 |
|
|
2018
Q4 | $3.55M | Buy |
47,317
+1,458
| +3% | +$109K | 3.81% | 7 |
|
|
2018
Q3 | $5.22M | Sell |
45,859
-2,996
| -6% | -$341K | 4.64% | 6 |
|
|
2018
Q2 | $5.42M | Sell |
48,855
-740
| -1% | -$82K | 5.01% | 6 |
|
|
2018
Q1 | $4.6M | Sell |
49,595
-1,216
| -2% | -$113K | 4.43% | 6 |
|
|
2017
Q4 | $4.67M | Buy |
+50,811
| New | +$4.67M | 4.34% | 5 |
|