Lee Financial’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-772
| Closed | -$100K | – | 797 |
|
|
2023
Q4 | $100K | Hold |
772
| – | – | 0.02% | 177 |
|
|
2023
Q3 | $109K | Sell |
772
-300
| -28% | -$42.5K | 0.02% | 158 |
|
|
2023
Q2 | $126K | Buy |
1,072
+300
| +39% | +$35.2K | 0.02% | 150 |
|
|
2023
Q1 | $108K | Hold |
772
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $97.9K | Hold |
772
| – | – | 0.02% | 197 |
|
|
2022
Q3 | $83K | Buy |
772
+710
| +1,145% | +$76.3K | 0.02% | 205 |
|
|
2022
Q2 | $7K | Hold |
62
| – | – | ﹤0.01% | 515 |
|
|
2022
Q1 | $6K | Buy |
62
+21
| +51% | +$2.03K | ﹤0.01% | 499 |
|
|
2021
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 688 |
|
|
2021
Q3 | $3K | Buy |
41
+13
| +46% | +$951 | ﹤0.01% | 571 |
|
|
2021
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 627 |
|
|
2019
Q4 | – | Sell |
-94
| Closed | -$8K | – | 523 |
|
|
2019
Q3 | $8K | Hold |
94
| – | – | ﹤0.01% | 388 |
|
|
2019
Q2 | $8K | Hold |
94
| – | – | ﹤0.01% | 393 |
|
|
2019
Q1 | $8K | Hold |
94
| – | – | ﹤0.01% | 379 |
|
|
2018
Q4 | $7K | Hold |
94
| – | – | ﹤0.01% | 342 |
|
|
2018
Q3 | $11K | Sell |
94
-92
| -49% | -$10.8K | ﹤0.01% | 316 |
|
|
2018
Q2 | $20K | Hold |
186
| – | – | ﹤0.01% | 351 |
|
|
2018
Q1 | $18K | Buy |
186
+92
| +98% | +$8.9K | ﹤0.01% | 367 |
|
|
2017
Q4 | $9K | Buy |
+94
| New | +$9K | ﹤0.01% | 360 |
|