Patriot Financial Group Insurance Agency’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Sell |
15,116
-2,162
| -13% | -$21K | 0.02% | 509 |
|
|
2025
Q1 | $172K | Buy |
17,278
+1,700
| +11% | +$17K | 0.02% | 464 |
|
|
2024
Q4 | $138K | Sell |
15,578
-56
| -0.4% | -$497 | 0.02% | 454 |
|
|
2024
Q3 | $183K | Buy |
15,634
+110
| +0.7% | +$1.29K | 0.02% | 473 |
|
|
2024
Q2 | $173K | Buy |
15,524
+2,090
| +16% | +$23.3K | 0.03% | 451 |
|
|
2024
Q1 | $164K | Buy |
13,434
+1,203
| +10% | +$14.7K | 0.03% | 454 |
|
|
2023
Q4 | $194K | Buy |
+12,231
| New | +$194K | 0.04% | 431 |
|
|
2022
Q3 | – | Sell |
-1,380
| Closed | -$20K | – | 1876 |
|
|
2022
Q2 | $20K | Hold |
1,380
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q1 | $28K | Buy |
1,380
+356
| +35% | +$7.22K | 0.01% | 969 |
|
|
2021
Q4 | $14K | Sell |
1,024
-1,169
| -53% | -$16K | ﹤0.01% | 1363 |
|
|
2021
Q3 | $31K | Buy |
2,193
+1,200
| +121% | +$17K | 0.01% | 1037 |
|
|
2021
Q2 | $23K | Hold |
993
| – | – | ﹤0.01% | 1126 |
|
|
2021
Q1 | $17K | Sell |
993
-41
| -4% | -$702 | ﹤0.01% | 1177 |
|
|
2020
Q4 | $17K | Hold |
1,034
| – | – | ﹤0.01% | 1042 |
|
|
2020
Q3 | $11K | Hold |
1,034
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q2 | $11K | Buy |
1,034
+55
| +6% | +$585 | ﹤0.01% | 958 |
|
|
2020
Q1 | $8K | Buy |
+979
| New | +$8K | ﹤0.01% | 939 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$1K | – | 1269 |
|
|
2018
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 953 |
|
|
2018
Q2 | $1K | Sell |
55
-2,200
| -98% | -$40K | ﹤0.01% | 561 |
|
|
2018
Q1 | $29K | Buy |
2,255
+55
| +3% | +$707 | 0.02% | 403 |
|
|
2017
Q4 | $29K | Sell |
2,200
-2,400
| -52% | -$31.6K | 0.02% | 393 |
|
|
2017
Q3 | $45K | Hold |
4,600
| – | – | 0.04% | 273 |
|
|
2017
Q2 | $42K | Hold |
4,600
| – | – | 0.04% | 265 |
|
|
2017
Q1 | $43K | Hold |
4,600
| – | – | 0.05% | 244 |
|
|
2016
Q4 | $46K | Buy |
+4,600
| New | +$46K | 0.06% | 238 |
|