RFG Advisory’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,738
| Closed | -$1.06M | – | 778 |
|
|
2024
Q2 | $1.06M | Buy |
6,738
+2,205
| +49% | +$346K | 0.03% | 333 |
|
|
2024
Q1 | $774K | Buy |
4,533
+2,256
| +99% | +$385K | 0.03% | 396 |
|
|
2023
Q4 | $296K | Buy |
2,277
+209
| +10% | +$27.2K | 0.01% | 554 |
|
|
2023
Q3 | $293K | Buy |
+2,068
| New | +$293K | 0.01% | 517 |
|