Lido Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Sell |
62,771
-928
| -1% | -$125K | 0.03% | 260 |
|
|
2025
Q1 | $8.41M | Buy |
63,699
+33,430
| +110% | +$4.42M | 0.04% | 247 |
|
|
2024
Q4 | $3.71M | Sell |
30,269
-34,026
| -53% | -$4.17M | 0.02% | 365 |
|
|
2024
Q3 | $8.68M | Buy |
64,295
+48,220
| +300% | +$6.51M | 0.04% | 211 |
|
|
2024
Q2 | $2.52M | Buy |
16,075
+6,088
| +61% | +$954K | 0.01% | 375 |
|
|
2024
Q1 | $1.7M | Buy |
9,987
+1,162
| +13% | +$198K | 0.01% | 435 |
|
|
2023
Q4 | $1.15M | Sell |
8,825
-520
| -6% | -$67.6K | 0.01% | 520 |
|
|
2023
Q3 | $1.32M | Sell |
9,345
-107
| -1% | -$15.2K | 0.01% | 430 |
|
|
2023
Q2 | $1.11M | Buy |
9,452
+432
| +5% | +$50.7K | 0.01% | 454 |
|
|
2023
Q1 | $1.26M | Buy |
9,020
+1,637
| +22% | +$229K | 0.01% | 394 |
|
|
2022
Q4 | $937K | Buy |
7,383
+968
| +15% | +$123K | 0.01% | 384 |
|
|
2022
Q3 | $685K | Buy |
6,415
+306
| +5% | +$32.7K | 0.01% | 416 |
|
|
2022
Q2 | $649K | Buy |
6,109
+2,128
| +53% | +$226K | 0.01% | 403 |
|
|
2022
Q1 | $404K | Sell |
3,981
-638
| -14% | -$64.7K | ﹤0.01% | 602 |
|
|
2021
Q4 | $346K | Sell |
4,619
-10
| -0.2% | -$749 | ﹤0.01% | 655 |
|
|
2021
Q3 | $326K | Buy |
4,629
+281
| +6% | +$19.8K | ﹤0.01% | 634 |
|
|
2021
Q2 | $340K | Sell |
4,348
-955
| -18% | -$74.7K | ﹤0.01% | 574 |
|
|
2021
Q1 | $380K | Sell |
5,303
-12,777
| -71% | -$916K | 0.01% | 502 |
|
|
2020
Q4 | $1.02M | Buy |
+18,080
| New | +$1.02M | 0.02% | 282 |
|
|
2020
Q1 | – | Sell |
-2,820
| Closed | -$264K | – | 618 |
|
|
2019
Q4 | $264K | Buy |
+2,820
| New | +$264K | 0.01% | 487 |
|
|
2019
Q2 | – | Sell |
-4,603
| Closed | -$390K | – | 530 |
|
|
2019
Q1 | $390K | Buy |
+4,603
| New | +$390K | 0.03% | 303 |
|
|
2018
Q4 | – | Sell |
-1,911
| Closed | -$217K | – | 461 |
|
|
2018
Q3 | $217K | Buy |
+1,911
| New | +$217K | 0.02% | 387 |
|