SFS
VALE icon

Sowell Financial Services’s Vale VALE Stock Holding History

Sowell Financial Services’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Sell
15,313
-383
-2% -$5.98K 0.01% 928
2025
Q4 		$205K Sell
15,696
-2,667
-15% -$32.4K 0.01% 1024
2025
Q3 		$199K Buy
18,363
+1,318
+8% +$13.5K 0.01% 1007
2025
Q2 		$166K Sell
17,045
-58,681
-77% -$553K 0.01% 985
2025
Q1 		$756K Buy
75,726
+948
+1% +$8.96K 0.03% 477
2024
Q4 		$663K Sell
74,778
-4,465
-6% -$45.4K 0.03% 377
2024
Q3 		$926K Buy
79,243
+21,128
+36% +$227K 0.04% 351
2024
Q2 		$649K Buy
+58,115
New +$699K 0.03% 400
2022
Q2 		– Sell
-11,672
Closed -$232K – 333
2022
Q1 		$232K Buy
+11,672
New +$202K 0.04% 171
2021
Q3 		– Sell
-112,696
Closed -$2.62M – 557
2021
Q2 		$2.62M Buy
112,696
+3,850
+4% +$80.5K 0.17% 149
2021
Q1 		$2.38M Buy
108,846
+107,824
+10,550% +$1.88M 0.08% 216
2020
Q4 		$17K Sell
1,022
-268
-21% -$3.57K ﹤0.01% 1813
2020
Q3 		$14K Buy
1,290
+361
+39% +$4.05K ﹤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% -$8.89K ﹤0.01% 1638
2019
Q3 		$19K Buy
+1,669
New +$20.2K ﹤0.01% 1304

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Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return