AE Wealth Management’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
13,188
+63
| +0.5% | +$563 | ﹤0.01% | 1438 |
|
|
2025
Q1 | $117K | Buy |
13,125
+18
| +0.1% | +$160 | ﹤0.01% | 1406 |
|
|
2024
Q4 | $119K | Buy |
13,107
+332
| +3% | +$3.01K | ﹤0.01% | 1393 |
|
|
2024
Q3 | $116K | Buy |
12,775
+1,159
| +10% | +$10.5K | ﹤0.01% | 1204 |
|
|
2024
Q2 | $81.1K | Buy |
+11,616
| New | +$81.1K | ﹤0.01% | 1205 |
|
|
2024
Q1 | – | Sell |
-13,894
| Closed | -$144K | – | 1964 |
|
|
2023
Q4 | $144K | Buy |
13,894
+1,802
| +15% | +$18.6K | ﹤0.01% | 1916 |
|
|
2023
Q3 | $104K | Buy |
12,092
+258
| +2% | +$2.21K | ﹤0.01% | 1832 |
|
|
2023
Q2 | $91.7K | Sell |
11,834
-93
| -0.8% | -$721 | ﹤0.01% | 1813 |
|
|
2023
Q1 | $110K | Buy |
11,927
+263
| +2% | +$2.43K | ﹤0.01% | 1783 |
|
|
2022
Q4 | $132K | Buy |
11,664
+470
| +4% | +$5.32K | ﹤0.01% | 1701 |
|
|
2022
Q3 | $121K | Sell |
11,194
-1,066
| -9% | -$11.5K | ﹤0.01% | 1647 |
|
|
2022
Q2 | $128K | Buy |
12,260
+58
| +0.5% | +$606 | ﹤0.01% | 1625 |
|
|
2022
Q1 | $159K | Buy |
12,202
+598
| +5% | +$7.79K | ﹤0.01% | 1591 |
|
|
2021
Q4 | $160K | Buy |
+11,604
| New | +$160K | ﹤0.01% | 1618 |
|