Steward Partners Investment Advisory’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$1.55K | – | 4158 |
|
|
2024
Q4 | $1.55K | Hold |
50
| – | – | ﹤0.01% | 3690 |
|
|
2024
Q3 | $1.35K | Hold |
50
| – | – | ﹤0.01% | 3501 |
|
|
2024
Q2 | $2.24K | Hold |
50
| – | – | ﹤0.01% | 3260 |
|
|
2024
Q1 | $2.63K | Sell |
50
-41
| -45% | -$2.15K | ﹤0.01% | 3236 |
|
|
2023
Q4 | $4.14K | Hold |
91
| – | – | ﹤0.01% | 3030 |
|
|
2023
Q3 | $5.04K | Hold |
91
| – | – | ﹤0.01% | 2823 |
|
|
2023
Q2 | $4.11K | Hold |
91
| – | – | ﹤0.01% | 2851 |
|
|
2023
Q1 | $4.14K | Hold |
91
| – | – | ﹤0.01% | 2840 |
|
|
2022
Q4 | $4.68K | Hold |
91
| – | – | ﹤0.01% | 2795 |
|
|
2022
Q3 | $6K | Hold |
91
| – | – | ﹤0.01% | 2728 |
|
|
2022
Q2 | $6K | Hold |
91
| – | – | ﹤0.01% | 2723 |
|
|
2022
Q1 | $7K | Hold |
91
| – | – | ﹤0.01% | 2795 |
|
|
2021
Q4 | $5K | Hold |
91
| – | – | ﹤0.01% | 2847 |
|
|
2021
Q3 | $7K | Hold |
91
| – | – | ﹤0.01% | 2728 |
|
|
2021
Q2 | $8K | Sell |
91
-75
| -45% | -$6.59K | ﹤0.01% | 6333 |
|
|
2021
Q1 | $4.99K | Buy |
166
+75
| +82% | +$2.26K | ﹤0.01% | 3004 |
|
|
2020
Q4 | $2K | Sell |
91
-200
| -69% | -$4.4K | ﹤0.01% | 2738 |
|
|
2020
Q3 | $3K | Hold |
291
| – | – | ﹤0.01% | 2532 |
|
|
2020
Q2 | $4K | Hold |
291
| – | – | ﹤0.01% | 2346 |
|
|
2020
Q1 | $2K | Buy |
291
+150
| +106% | +$1.03K | ﹤0.01% | 2326 |
|
|
2019
Q4 | $8K | Buy |
141
+100
| +244% | +$5.67K | ﹤0.01% | 2114 |
|
|
2019
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 2562 |
|
|
2019
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 2471 |
|
|
2018
Q4 | – | Sell |
-41
| Closed | -$7K | – | 2135 |
|
|
2018
Q3 | $7K | Hold |
41
| – | – | ﹤0.01% | 2034 |
|
|
2018
Q2 | $8K | Buy |
+41
| New | +$8K | ﹤0.01% | 1835 |
|