LPL Financial’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
17,895
+2,865
| +19% | +$46.1K | ﹤0.01% | 4688 |
|
|
2025
Q1 | $319K | Sell |
15,030
-75,268
| -83% | -$1.6M | ﹤0.01% | 4436 |
|
|
2024
Q4 | $2.79M | Buy |
90,298
+78,706
| +679% | +$2.43M | ﹤0.01% | 2539 |
|
|
2024
Q3 | $312K | Buy |
11,592
+930
| +9% | +$25K | ﹤0.01% | 4314 |
|
|
2024
Q2 | $478K | Sell |
10,662
-2,072
| -16% | -$92.9K | ﹤0.01% | 3849 |
|
|
2024
Q1 | $669K | Sell |
12,734
-1,948
| -13% | -$102K | ﹤0.01% | 3487 |
|
|
2023
Q4 | $668K | Sell |
14,682
-3,211
| -18% | -$146K | ﹤0.01% | 3386 |
|
|
2023
Q3 | $992K | Buy |
17,893
+178
| +1% | +$9.87K | ﹤0.01% | 2874 |
|
|
2023
Q2 | $800K | Buy |
17,715
+2,361
| +15% | +$107K | ﹤0.01% | 3012 |
|
|
2023
Q1 | $699K | Buy |
+15,354
| New | +$699K | ﹤0.01% | 3050 |
|
|
2022
Q4 | – | Sell |
-4,246
| Closed | -$267K | – | 4538 |
|
|
2022
Q3 | $267K | Sell |
4,246
-550
| -11% | -$34.6K | ﹤0.01% | 3674 |
|
|
2022
Q2 | $331K | Sell |
4,796
-93
| -2% | -$6.42K | ﹤0.01% | 3536 |
|
|
2022
Q1 | $387K | Buy |
4,889
+1,182
| +32% | +$93.6K | ﹤0.01% | 3371 |
|
|
2021
Q4 | $223K | Buy |
+3,707
| New | +$223K | ﹤0.01% | 3908 |
|
|
2020
Q2 | – | Sell |
-1,166
| Closed | -$9K | – | 3478 |
|
|
2020
Q1 | $9K | Sell |
1,166
-15
| -1% | -$116 | ﹤0.01% | 3171 |
|
|
2019
Q4 | $68K | Buy |
1,181
+540
| +84% | +$31.1K | ﹤0.01% | 3237 |
|
|
2019
Q3 | $31K | Buy |
641
+65
| +11% | +$3.14K | ﹤0.01% | 3224 |
|
|
2019
Q2 | $33K | Buy |
+576
| New | +$33K | ﹤0.01% | 3206 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$82K | – | 3235 |
|
|
2018
Q3 | $82K | Hold |
500
| – | – | ﹤0.01% | 3127 |
|
|
2018
Q2 | $96K | Buy |
+500
| New | +$96K | ﹤0.01% | 3089 |
|
|
2017
Q3 | – | Sell |
-925
| Closed | -$195K | – | 2927 |
|
|
2017
Q2 | $195K | Hold |
925
| – | – | ﹤0.01% | 2584 |
|
|
2017
Q1 | $269K | Hold |
925
| – | – | ﹤0.01% | 2288 |
|
|
2016
Q4 | $276K | Hold |
925
| – | – | ﹤0.01% | 2240 |
|
|
2016
Q3 | $241K | Hold |
925
| – | – | ﹤0.01% | 2281 |
|
|
2016
Q2 | $197K | Sell |
925
-925
| -50% | -$197K | ﹤0.01% | 2393 |
|
|
2016
Q1 | $276K | Buy |
1,850
+900
| +95% | +$134K | ﹤0.01% | 2574 |
|
|
2015
Q4 | $162K | Buy |
+950
| New | +$162K | ﹤0.01% | 2887 |
|