SFFS
Stonehage Fleming Financial Services’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+23,796
| New | +$231K | 0.01% | 134 |
|
|
2025
Q1 | – | Sell |
-9,028
| Closed | -$80.1K | – | 225 |
|
|
2024
Q4 | $80.1K | Hold |
9,028
| – | – | ﹤0.01% | 171 |
|
|
2024
Q3 | $105K | Hold |
9,028
| – | – | ﹤0.01% | 155 |
|
|
2024
Q2 | $101K | Buy |
+9,028
| New | +$101K | ﹤0.01% | 157 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$40K | – | 197 |
|
|
2019
Q4 | $40K | Sell |
3,000
-1,200
| -29% | -$16K | ﹤0.01% | 161 |
|
|
2019
Q3 | $48K | Buy |
+4,200
| New | +$48K | ﹤0.01% | 153 |
|
|
2019
Q1 | – | Sell |
-31,850
| Closed | -$416K | – | 234 |
|
|
2018
Q4 | $416K | Sell |
31,850
-1,000
| -3% | -$13.1K | 0.02% | 117 |
|
|
2018
Q3 | $485K | Hold |
32,850
| – | – | 0.03% | 118 |
|
|
2018
Q2 | $422K | Hold |
32,850
| – | – | 0.02% | 139 |
|
|
2018
Q1 | $417K | Hold |
32,850
| – | – | 0.03% | 128 |
|
|
2017
Q4 | $399K | Sell |
32,850
-550
| -2% | -$6.68K | 0.02% | 141 |
|
|
2017
Q3 | $337K | Buy |
33,400
+2,000
| +6% | +$20.2K | 0.02% | 156 |
|
|
2017
Q2 | $275K | Sell |
31,400
-1,500
| -5% | -$13.1K | 0.02% | 164 |
|
|
2017
Q1 | $313K | Buy |
32,900
+4,000
| +14% | +$38.1K | 0.02% | 192 |
|
|
2016
Q4 | $224K | Buy |
28,900
+10,000
| +53% | +$77.5K | 0.01% | 208 |
|
|
2016
Q3 | $104K | Hold |
18,900
| – | – | 0.01% | 230 |
|
|
2016
Q2 | $96K | Buy |
18,900
+16,840
| +817% | +$85.5K | 0.01% | 220 |
|
|
2016
Q1 | $170K | Buy |
+2,060
| New | +$170K | 0.01% | 216 |
|