SFFS
Stonehage Fleming Financial Services’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Hold |
91
| – | – | ﹤0.01% | 195 |
|
|
2025
Q1 | $12K | Hold |
91
| – | – | ﹤0.01% | 172 |
|
|
2024
Q4 | $11.2K | Hold |
91
| – | – | ﹤0.01% | 206 |
|
|
2024
Q3 | $12.3K | Hold |
91
| – | – | ﹤0.01% | 200 |
|
|
2024
Q2 | $14.3K | Sell |
91
-582
| -86% | -$91.2K | ﹤0.01% | 207 |
|
|
2024
Q1 | $94K | Buy |
673
+582
| +640% | +$81.2K | 0.01% | 116 |
|
|
2023
Q4 | $11.8K | Buy |
+91
| New | +$11.8K | ﹤0.01% | 209 |
|
|
2023
Q2 | – | Sell |
-673
| Closed | -$94K | – | 240 |
|
|
2023
Q1 | $94K | Hold |
673
| – | – | 0.01% | 116 |
|
|
2022
Q4 | $85.4K | Hold |
673
| – | – | 0.01% | 114 |
|
|
2022
Q3 | $71K | Hold |
673
| – | – | 0.01% | 124 |
|
|
2022
Q2 | $72K | Buy |
+673
| New | +$72K | ﹤0.01% | 183 |
|
|
2017
Q2 | – | Sell |
-45,200
| Closed | -$3M | – | 266 |
|
|
2017
Q1 | $3M | Sell |
45,200
-100
| -0.2% | -$6.63K | 0.19% | 48 |
|
|
2016
Q4 | $3.1M | Sell |
45,300
-18,000
| -28% | -$1.23M | 0.19% | 44 |
|
|
2016
Q3 | $3.36M | Buy |
63,300
+13,400
| +27% | +$710K | 0.2% | 57 |
|
|
2016
Q2 | $2.55M | Buy |
49,900
+7,900
| +19% | +$403K | 0.17% | 75 |
|
|
2016
Q1 | $2.7M | Buy |
+42,000
| New | +$2.7M | 0.18% | 65 |
|