Spirit of America Management 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 | $7.37M | Sell |
54,834
-16,950
| -24% | -$2.28M | 1.54% | 12 |
|
|
2025
Q1 | $9.48M | Sell |
71,784
-5,300
| -7% | -$700K | 1.92% | 11 |
|
|
2024
Q4 | $9.45M | Sell |
77,084
-8,000
| -9% | -$981K | 1.91% | 11 |
|
|
2024
Q3 | $11.5M | Sell |
85,084
-2,600
| -3% | -$351K | 2.29% | 6 |
|
|
2024
Q2 | $13.7M | Sell |
87,684
-12,150
| -12% | -$1.9M | 2.79% | 4 |
|
|
2024
Q1 | $17M | Sell |
99,834
-12,850
| -11% | -$2.19M | 3.43% | 4 |
|
|
2023
Q4 | $14.6M | Hold |
112,684
| – | – | 3.21% | 5 |
|
|
2023
Q3 | $16M | Sell |
112,684
-500
| -0.4% | -$70.9K | 3.61% | 3 |
|
|
2023
Q2 | $13.3M | Sell |
113,184
-400
| -0.4% | -$46.9K | 2.99% | 7 |
|
|
2023
Q1 | $15.9M | Sell |
113,584
-2,800
| -2% | -$391K | 3.55% | 3 |
|
|
2022
Q4 | $14.8M | Sell |
116,384
-2,000
| -2% | -$254K | 3.31% | 4 |
|
|
2022
Q3 | $12.6M | Hold |
118,384
| – | – | 3% | 4 |
|
|
2022
Q2 | $12.6M | Sell |
118,384
-4,850
| -4% | -$515K | 2.86% | 5 |
|
|
2022
Q1 | $12.5M | Buy |
123,234
+2,500
| +2% | +$254K | 2.45% | 9 |
|
|
2021
Q4 | $9.07M | Buy |
120,734
+300
| +0.2% | +$22.5K | 1.82% | 12 |
|
|
2021
Q3 | $8.5M | Hold |
120,434
| – | – | 1.83% | 12 |
|
|
2021
Q2 | $9.4M | Buy |
120,434
+400
| +0.3% | +$31.2K | 2.01% | 11 |
|
|
2021
Q1 | $8.59M | Sell |
120,034
-300
| -0.2% | -$21.5K | 2.03% | 11 |
|
|
2020
Q4 | $6.81M | Sell |
120,334
-2,000
| -2% | -$113K | 1.7% | 13 |
|
|
2020
Q3 | $5.3M | Sell |
122,334
-3,550
| -3% | -$154K | 1.44% | 17 |
|
|
2020
Q2 | $7.4M | Buy |
125,884
+18,500
| +17% | +$1.09M | 1.9% | 14 |
|
|
2020
Q1 | $4.87M | Sell |
107,384
-1,100
| -1% | -$49.9K | 1.57% | 17 |
|
|
2019
Q4 | $10.2M | Sell |
108,484
-2,660
| -2% | -$249K | 1.77% | 16 |
|
|
2019
Q3 | $9.47M | Sell |
111,144
-5,800
| -5% | -$494K | 1.53% | 18 |
|
|
2019
Q2 | $10M | Sell |
116,944
-6,570
| -5% | -$562K | 1.5% | 18 |
|
|
2019
Q1 | $10.5M | Sell |
123,514
-2,250
| -2% | -$191K | 1.53% | 21 |
|
|
2018
Q4 | $9.43M | Sell |
125,764
-1,150
| -0.9% | -$86.2K | 1.49% | 23 |
|
|
2018
Q3 | $14.4M | Sell |
126,914
-450
| -0.4% | -$51.2K | 1.79% | 19 |
|
|
2018
Q2 | $14.1M | Buy |
127,364
+6,800
| +6% | +$754K | 1.74% | 16 |
|
|
2018
Q1 | $11.2M | Buy |
120,564
+10,700
| +10% | +$993K | 1.47% | 22 |
|
|
2017
Q4 | $10.1M | Buy |
109,864
+4,000
| +4% | +$368K | 1.12% | 28 |
|
|
2017
Q3 | $8.14M | Buy |
105,864
+23,800
| +29% | +$1.83M | 0.86% | 37 |
|
|
2017
Q2 | $5.54M | Buy |
82,064
+18,714
| +30% | +$1.26M | 0.6% | 48 |
|
|
2017
Q1 | $4.2M | Buy |
63,350
+1,500
| +2% | +$99.4K | 0.45% | 55 |
|
|
2016
Q4 | $4.23M | Buy |
61,850
+9,100
| +17% | +$622K | 0.49% | 58 |
|
|
2016
Q3 | $2.8M | Buy |
52,750
+3,400
| +7% | +$180K | 0.36% | 68 |
|
|
2016
Q2 | $2.52M | Buy |
49,350
+8,200
| +20% | +$418K | 0.37% | 66 |
|
|
2016
Q1 | $2.64M | Buy |
41,150
+16,200
| +65% | +$1.04M | 0.47% | 57 |
|
|
2015
Q4 | $1.76M | Buy |
24,950
+16,250
| +187% | +$1.15M | 0.34% | 77 |
|
|
2015
Q3 | $523K | Hold |
8,700
| – | – | 0.11% | 176 |
|
|
2015
Q2 | $545K | Hold |
8,700
| – | – | 0.11% | 182 |
|
|
2015
Q1 | $553K | Hold |
8,700
| – | – | 0.12% | 175 |
|
|
2014
Q4 | $431K | Hold |
8,700
| – | – | 0.11% | 199 |
|
|
2014
Q3 | $403K | Hold |
8,700
| – | – | 0.12% | 209 |
|
|
2014
Q2 | $436K | Hold |
8,700
| – | – | 0.17% | 164 |
|
|
2014
Q1 | $462K | Buy |
+8,700
| New | +$462K | 0.19% | 157 |
|
|
2013
Q4 | – | Sell |
-8,700
| Closed | -$297K | – | 187 |
|
|
2013
Q3 | $297K | Hold |
8,700
| – | – | 0.11% | 204 |
|
|
2013
Q2 | $302K | Buy |
+8,700
| New | +$302K | 0.11% | 195 |
|