Valeo Financial Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $327K | Buy |
14,952
+1,042
| +7% | +$22.8K | 0.01% | 551 |
|
2025
Q1 | $272K | Buy |
13,910
+2,467
| +22% | +$48.3K | 0.01% | 554 |
|
2024
Q4 | $179K | Buy |
11,443
+200
| +2% | +$3.13K | 0.01% | 652 |
|
2024
Q3 | $204K | Buy |
11,243
+684
| +6% | +$12.4K | 0.01% | 645 |
|
2024
Q2 | $181K | Buy |
10,559
+3
| +0% | +$51 | 0.01% | 615 |
|
2024
Q1 | $165K | Sell |
10,556
-448
| -4% | -$7.02K | 0.01% | 616 |
|
2023
Q4 | $165K | Buy |
11,004
+513
| +5% | +$7.71K | 0.01% | 599 |
|
2023
Q3 | $138K | Sell |
10,491
-528
| -5% | -$6.96K | 0.01% | 580 |
|
2023
Q2 | $148K | Sell |
11,019
-550
| -5% | -$7.41K | 0.01% | 556 |
|
2023
Q1 | $137K | Buy |
+11,569
| New | +$137K | 0.01% | 566 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 1709 |
|
2020
Q3 | – | Sell |
-673
| Closed | -$5K | – | 1787 |
|
2020
Q2 | $5K | Buy |
673
+37
| +6% | +$275 | ﹤0.01% | 1445 |
|
2020
Q1 | $4K | Sell |
636
-108
| -15% | -$679 | ﹤0.01% | 1298 |
|
2019
Q4 | $9K | Hold |
744
| – | – | ﹤0.01% | 1125 |
|
2019
Q3 | $8K | Sell |
744
-171
| -19% | -$1.84K | ﹤0.01% | 1071 |
|
2019
Q2 | $11K | Buy |
915
+323
| +55% | +$3.88K | ﹤0.01% | 994 |
|
2019
Q1 | $7K | Buy |
592
+361
| +156% | +$4.27K | ﹤0.01% | 1049 |
|
2018
Q4 | $2K | Sell |
231
-285
| -55% | -$2.47K | ﹤0.01% | 1277 |
|
2018
Q3 | $6K | Sell |
516
-411
| -44% | -$4.78K | ﹤0.01% | 1121 |
|
2018
Q2 | $13K | Sell |
927
-67
| -7% | -$940 | ﹤0.01% | 875 |
|
2018
Q1 | $17K | Buy |
994
+97
| +11% | +$1.66K | ﹤0.01% | 757 |
|
2017
Q4 | $17K | Buy |
897
+65
| +8% | +$1.23K | ﹤0.01% | 705 |
|
2017
Q3 | $15K | Buy |
+832
| New | +$15K | ﹤0.01% | 611 |
|