SWM
SeaCrest Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
10,835
-255
| -2% | -$34.3K | 0.16% | 121 |
|
|
2025
Q1 | $1.46M | Buy |
11,090
+358
| +3% | +$47.3K | 0.17% | 119 |
|
|
2024
Q4 | $1.32M | Sell |
10,732
-633
| -6% | -$77.6K | 0.14% | 140 |
|
|
2024
Q3 | $1.53M | Sell |
11,365
-638
| -5% | -$86.1K | 0.17% | 118 |
|
|
2024
Q2 | $1.88M | Buy |
12,003
+136
| +1% | +$21.3K | 0.21% | 85 |
|
|
2024
Q1 | $2.03M | Sell |
11,867
-895
| -7% | -$153K | 0.25% | 74 |
|
|
2023
Q4 | $1.65M | Sell |
12,762
-892
| -7% | -$115K | 0.2% | 98 |
|
|
2023
Q3 | $1.93M | Sell |
13,654
-1,673
| -11% | -$237K | 0.25% | 77 |
|
|
2023
Q2 | $1.8M | Sell |
15,327
-347
| -2% | -$40.7K | 0.23% | 89 |
|
|
2023
Q1 | $2.19M | Buy |
15,674
+1,092
| +7% | +$152K | 0.3% | 66 |
|
|
2022
Q4 | $1.85M | Sell |
14,582
-4,176
| -22% | -$530K | 0.27% | 77 |
|
|
2022
Q3 | $2M | Buy |
18,758
+1,049
| +6% | +$112K | 0.3% | 60 |
|
|
2022
Q2 | $1.88M | Buy |
17,709
+7,986
| +82% | +$849K | 0.24% | 73 |
|
|
2022
Q1 | $987K | Buy |
9,723
+1,518
| +19% | +$154K | 0.11% | 196 |
|
|
2021
Q4 | $616K | Buy |
8,205
+2,210
| +37% | +$166K | 0.07% | 294 |
|
|
2021
Q3 | $423K | Sell |
5,995
-8,384
| -58% | -$592K | 0.05% | 391 |
|
|
2021
Q2 | $1.12M | Sell |
14,379
-1,777
| -11% | -$139K | 0.14% | 163 |
|
|
2021
Q1 | $1.16M | Sell |
16,156
-2,635
| -14% | -$189K | 0.15% | 144 |
|
|
2020
Q4 | $1.06M | Sell |
18,791
-5,134
| -21% | -$290K | 0.15% | 147 |
|
|
2020
Q3 | $1.04M | Buy |
23,925
+404
| +2% | +$17.5K | 0.17% | 126 |
|
|
2020
Q2 | $1.38M | Sell |
23,521
-1,763
| -7% | -$104K | 0.24% | 91 |
|
|
2020
Q1 | $1.15M | Buy |
25,284
+10,592
| +72% | +$481K | 0.25% | 89 |
|
|
2019
Q4 | $1.38M | Sell |
14,692
-374
| -2% | -$35K | 0.23% | 100 |
|
|
2019
Q3 | $1.28M | Buy |
15,066
+1,960
| +15% | +$167K | 0.24% | 95 |
|
|
2019
Q2 | $1.12M | Buy |
13,106
+230
| +2% | +$19.7K | 0.23% | 105 |
|
|
2019
Q1 | $1.09M | Sell |
12,876
-1,058
| -8% | -$89.7K | 0.19% | 110 |
|
|
2018
Q4 | $1.05M | Buy |
13,934
+5,068
| +57% | +$380K | 0.22% | 96 |
|
|
2018
Q3 | $1.01M | Sell |
8,866
-209
| -2% | -$23.8K | 0.17% | 115 |
|
|
2018
Q2 | $1.01M | Buy |
9,075
+4,909
| +118% | +$544K | 0.18% | 108 |
|
|
2018
Q1 | $386K | Sell |
4,166
-36
| -0.9% | -$3.34K | 0.07% | 305 |
|
|
2017
Q4 | $386K | Buy |
+4,202
| New | +$386K | 0.07% | 310 |
|