Sigma Planning Corp’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
$945K Sell
7,033
-347
-5% -$46.6K 0.03% 520
2025
Q1
$975K Sell
7,380
-660
-8% -$87.2K 0.03% 501
2024
Q4
$986K Buy
8,040
+476
+6% +$58.4K 0.03% 489
2024
Q3
$1.02M Sell
7,564
-97
-1% -$13.1K 0.03% 491
2024
Q2
$1.2M Buy
7,661
+624
+9% +$97.8K 0.04% 425
2024
Q1
$1.2M Buy
7,037
+3,045
+76% +$520K 0.04% 451
2023
Q4
$519K Sell
3,992
-6,632
-62% -$862K 0.04% 446
2023
Q3
$1.51M Sell
10,624
-753
-7% -$107K 0.06% 338
2023
Q2
$1.33M Sell
11,377
-3,281
-22% -$385K 0.05% 373
2023
Q1
$2.05M Sell
14,658
-590
-4% -$82.4K 0.07% 292
2022
Q4
$1.93M Buy
15,248
+2,912
+24% +$369K 0.07% 287
2022
Q3
$1.32M Buy
12,336
+381
+3% +$40.7K 0.05% 359
2022
Q2
$1.27M Buy
11,955
+1,935
+19% +$206K 0.04% 382
2022
Q1
$1.02M Buy
10,020
+200
+2% +$20.3K 0.03% 530
2021
Q4
$738K Buy
9,820
+100
+1% +$7.52K 0.02% 665
2021
Q3
$686K Buy
9,720
+21
+0.2% +$1.48K 0.02% 676
2021
Q2
$757K Sell
9,699
-4,488
-32% -$350K 0.02% 645
2021
Q1
$1.02M Buy
14,187
+3,509
+33% +$251K 0.03% 492
2020
Q4
$604K Buy
10,678
+361
+3% +$20.4K 0.02% 616
2020
Q3
$447K Sell
10,317
-109
-1% -$4.72K 0.02% 638
2020
Q2
$613K Sell
10,426
-2,217
-18% -$130K 0.03% 516
2020
Q1
$574K Buy
12,643
+2,932
+30% +$133K 0.03% 446
2019
Q4
$909K Sell
9,711
-690
-7% -$64.6K 0.04% 428
2019
Q3
$887K Buy
10,401
+1,056
+11% +$90.1K 0.04% 400
2019
Q2
$800K Sell
9,345
-1,217
-12% -$104K 0.04% 401
2019
Q1
$896K Buy
10,562
+618
+6% +$52.4K 0.05% 344
2018
Q4
$746K Buy
9,944
+4,815
+94% +$361K 0.05% 315
2018
Q3
$583K Sell
5,129
-4,977
-49% -$566K 0.03% 434
2018
Q2
$1.12M Buy
10,106
+457
+5% +$50.6K 0.08% 257
2018
Q1
$895K Sell
9,649
-1,966
-17% -$182K 0.07% 283
2017
Q4
$1.07M Buy
11,615
+98
+0.9% +$9.01K 0.08% 254
2017
Q3
$886K Sell
11,517
-6,204
-35% -$477K 0.07% 270
2017
Q2
$1.2M Sell
17,721
-357
-2% -$24.1K 0.11% 213
2017
Q1
$1.2M Buy
18,078
+1,690
+10% +$112K 0.12% 211
2016
Q4
$1.12M Buy
16,388
+10,640
+185% +$727K 0.12% 199
2016
Q3
$305K Buy
5,748
+24
+0.4% +$1.27K 0.04% 506
2016
Q2
$292K Buy
5,724
+2,289
+67% +$117K 0.04% 483
2016
Q1
$220K Sell
3,435
-2,553
-43% -$164K 0.03% 566
2015
Q4
$423K Sell
5,988
-3,293
-35% -$233K 0.06% 357
2015
Q3
$558K Buy
9,281
+1,989
+27% +$120K 0.09% 266
2015
Q2
$457K Buy
7,292
+1,282
+21% +$80.3K 0.06% 361
2015
Q1
$382K Sell
6,010
-6,787
-53% -$431K 0.05% 444
2014
Q4
$633K Buy
+12,797
New +$633K 0.08% 279