Allworth Financial’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
10,951
+5,511
| +101% | +$53.5K | ﹤0.01% | 1503 |
|
|
2025
Q1 | $53K | Buy |
5,440
+3,810
| +234% | +$37.1K | ﹤0.01% | 1515 |
|
|
2024
Q4 | $14.5K | Buy |
1,630
+664
| +69% | +$5.89K | ﹤0.01% | 2291 |
|
|
2024
Q3 | $11.3K | Sell |
966
-556
| -37% | -$6.49K | ﹤0.01% | 2204 |
|
|
2024
Q2 | $16.6K | Sell |
1,522
-337
| -18% | -$3.68K | ﹤0.01% | 1992 |
|
|
2024
Q1 | $22.7K | Sell |
1,859
-1,861
| -50% | -$22.7K | ﹤0.01% | 1704 |
|
|
2023
Q4 | $59K | Buy |
3,720
+2,299
| +162% | +$36.5K | ﹤0.01% | 1138 |
|
|
2023
Q3 | $19K | Buy |
1,421
+91
| +7% | +$1.22K | ﹤0.01% | 1551 |
|
|
2023
Q2 | $17.8K | Buy |
1,330
+84
| +7% | +$1.13K | ﹤0.01% | 1607 |
|
|
2023
Q1 | $19.7K | Sell |
1,246
-2,257
| -64% | -$35.6K | ﹤0.01% | 1464 |
|
|
2022
Q4 | $59.4K | Buy |
3,503
+416
| +13% | +$7.06K | ﹤0.01% | 954 |
|
|
2022
Q3 | $41K | Buy |
3,087
+625
| +25% | +$8.3K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $36K | Buy |
2,462
+1,212
| +97% | +$17.7K | ﹤0.01% | 1016 |
|
|
2022
Q1 | $25K | Buy |
+1,250
| New | +$25K | ﹤0.01% | 1169 |
|
|
2021
Q2 | – | Sell |
-660
| Closed | -$11K | – | 1670 |
|
|
2021
Q1 | $11K | Buy |
+660
| New | +$11K | ﹤0.01% | 969 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$11K | – | 751 |
|
|
2016
Q3 | $11K | Hold |
2,000
| – | – | ﹤0.01% | 403 |
|
|
2016
Q2 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 387 |
|
|
2016
Q1 | $8K | Buy |
+2,000
| New | +$8K | ﹤0.01% | 404 |
|