Sowell Financial Services’s Vale VALE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $166K | Sell |
17,045
-58,681
| -77% | -$570K | 0.01% | 985 |
|
2025
Q1 | $756K | Buy |
75,726
+948
| +1% | +$9.46K | 0.03% | 477 |
|
2024
Q4 | $663K | Sell |
74,778
-4,465
| -6% | -$39.6K | 0.03% | 377 |
|
2024
Q3 | $926K | Buy |
79,243
+21,128
| +36% | +$247K | 0.04% | 351 |
|
2024
Q2 | $649K | Buy |
+58,115
| New | +$649K | 0.03% | 400 |
|
2022
Q2 | – | Sell |
-11,672
| Closed | -$232K | – | 333 |
|
2022
Q1 | $232K | Buy |
+11,672
| New | +$232K | 0.04% | 171 |
|
2021
Q3 | – | Sell |
-112,696
| Closed | -$2.62M | – | 557 |
|
2021
Q2 | $2.62M | Buy |
112,696
+3,850
| +4% | +$89.5K | 0.17% | 149 |
|
2021
Q1 | $2.38M | Buy |
108,846
+107,824
| +10,550% | +$2.36M | 0.08% | 216 |
|
2020
Q4 | $17K | Sell |
1,022
-268
| -21% | -$4.46K | ﹤0.01% | 1813 |
|
2020
Q3 | $14K | Buy |
1,290
+361
| +39% | +$3.92K | ﹤0.01% | 1710 |
|
2020
Q2 | $10K | Hold |
929
| – | – | ﹤0.01% | 1707 |
|
2020
Q1 | $8K | Hold |
929
| – | – | ﹤0.01% | 1692 |
|
2019
Q4 | $12K | Sell |
929
-740
| -44% | -$9.56K | ﹤0.01% | 1638 |
|
2019
Q3 | $19K | Buy |
+1,669
| New | +$19K | ﹤0.01% | 1304 |
|