Prospera Financial Services’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 | $2.16M | Buy |
16,089
+5,056
| +46% | +$680K | 0.04% | 447 |
|
|
2025
Q1 | $1.46M | Sell |
11,033
-685
| -6% | -$90.6K | 0.03% | 461 |
|
|
2024
Q4 | $1.44M | Buy |
11,718
+368
| +3% | +$45.2K | 0.03% | 448 |
|
|
2024
Q3 | $1.53M | Buy |
11,350
+363
| +3% | +$49.1K | 0.04% | 395 |
|
|
2024
Q2 | $1.72M | Buy |
10,987
+4,638
| +73% | +$728K | 0.05% | 368 |
|
|
2024
Q1 | $1.08M | Buy |
6,349
+637
| +11% | +$109K | 0.03% | 472 |
|
|
2023
Q4 | $743K | Sell |
5,712
-20
| -0.3% | -$2.6K | 0.02% | 545 |
|
|
2023
Q3 | $813K | Buy |
5,732
+297
| +5% | +$42.1K | 0.03% | 470 |
|
|
2023
Q2 | $638K | Buy |
5,435
+897
| +20% | +$105K | 0.02% | 542 |
|
|
2023
Q1 | $635K | Buy |
4,538
+364
| +9% | +$50.9K | 0.03% | 540 |
|
|
2022
Q4 | $530K | Sell |
4,174
-230
| -5% | -$29.2K | 0.03% | 518 |
|
|
2022
Q3 | $472K | Buy |
4,404
+1,246
| +39% | +$134K | 0.02% | 537 |
|
|
2022
Q2 | $336K | Sell |
3,158
-280
| -8% | -$29.8K | 0.02% | 600 |
|
|
2022
Q1 | $350K | Sell |
3,438
-181
| -5% | -$18.4K | 0.01% | 703 |
|
|
2021
Q4 | $272K | Sell |
3,619
-275
| -7% | -$20.7K | 0.01% | 738 |
|
|
2021
Q3 | $275K | Buy |
3,894
+477
| +14% | +$33.7K | 0.01% | 680 |
|
|
2021
Q2 | $267K | Buy |
3,417
+37
| +1% | +$2.89K | 0.01% | 689 |
|
|
2021
Q1 | $242K | Buy |
+3,380
| New | +$242K | 0.01% | 674 |
|
|
2020
Q4 | – | Sell |
-547
| Closed | -$24K | – | 1550 |
|
|
2020
Q3 | $24K | Buy |
+547
| New | +$24K | 0.01% | 853 |
|
|
2020
Q1 | – | Sell |
-2,359
| Closed | -$221K | – | 623 |
|
|
2019
Q4 | $221K | Sell |
2,359
-1,879
| -44% | -$176K | 0.02% | 544 |
|
|
2019
Q3 | $361K | Buy |
4,238
+1,115
| +36% | +$95K | 0.04% | 390 |
|
|
2019
Q2 | $262K | Buy |
+3,123
| New | +$262K | 0.03% | 432 |
|
|
2018
Q4 | – | Sell |
-2,242
| Closed | -$260K | – | 439 |
|
|
2018
Q3 | $260K | Sell |
2,242
-431
| -16% | -$50K | 0.05% | 341 |
|
|
2018
Q2 | $289K | Sell |
2,673
-628
| -19% | -$67.9K | 0.04% | 354 |
|
|
2018
Q1 | $309K | Buy |
3,301
+1,123
| +52% | +$105K | 0.04% | 329 |
|
|
2017
Q4 | $204K | Sell |
2,178
-490
| -18% | -$45.9K | 0.03% | 371 |
|
|
2017
Q3 | $207K | Buy |
+2,668
| New | +$207K | 0.03% | 396 |
|