Sargent Bickham Lagudis’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$159K Hold
1,253
0.01% 289
2022
Q3
$134K Sell
1,253
-44
-3% -$4.71K 0.01% 274
2022
Q2
$138K Sell
1,297
-464
-26% -$49.4K 0.01% 284
2022
Q1
$179K Hold
1,761
0.01% 261
2021
Q4
$132K Hold
1,761
0.01% 300
2021
Q3
$124K Hold
1,761
0.01% 304
2021
Q2
$137K Hold
1,761
0.01% 300
2021
Q1
$126K Sell
1,761
-771
-30% -$55.2K 0.01% 307
2020
Q4
$143K Buy
2,532
+635
+33% +$35.9K 0.01% 284
2020
Q3
$82K Sell
1,897
-586
-24% -$25.3K 0.01% 320
2020
Q2
$146K Sell
2,483
-438
-15% -$25.8K 0.02% 231
2020
Q1
$132K Buy
2,921
+149
+5% +$6.73K 0.02% 228
2019
Q4
$260K Buy
2,772
+87
+3% +$8.16K 0.03% 182
2019
Q3
$229K Buy
2,685
+181
+7% +$15.4K 0.03% 176
2019
Q2
$214K Sell
2,504
-23
-0.9% -$1.97K 0.03% 197
2019
Q1
$214K Buy
2,527
+176
+7% +$14.9K 0.02% 200
2018
Q4
$176K Sell
2,351
-253
-10% -$18.9K 0.02% 210
2018
Q3
$296K Sell
2,604
-166
-6% -$18.9K 0.04% 177
2018
Q2
$307K Buy
2,770
+469
+20% +$52K 0.04% 162
2018
Q1
$213K Buy
2,301
+1
+0% +$93 0.03% 201
2017
Q4
$211K Buy
2,300
+1,275
+124% +$117K 0.03% 210
2017
Q3
$79K Buy
1,025
+1
+0.1% +$77 0.01% 305
2017
Q2
$69K Sell
1,024
-199
-16% -$13.4K 0.01% 309
2017
Q1
$81K Buy
1,223
+88
+8% +$5.83K 0.01% 293
2016
Q4
$78K Hold
1,135
0.01% 279
2016
Q3
$60 Buy
1,135
+430
+61% +$23 0.01% 317
2016
Q2
$44K Hold
705
0.01% 358
2016
Q1
$44K Buy
+705
New +$44K 0.01% 378