Allworth Financial’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 | $523K | Buy |
58,538
+290
| +0.5% | +$2.59K | ﹤0.01% | 827 |
|
|
2025
Q1 | $509K | Sell |
58,248
-276
| -0.5% | -$2.41K | ﹤0.01% | 673 |
|
|
2024
Q4 | $574K | Buy |
58,524
+58,283
| +24,184% | +$571K | ﹤0.01% | 656 |
|
|
2024
Q3 | $2.18K | Buy |
241
+178
| +283% | +$1.61K | ﹤0.01% | 2932 |
|
|
2024
Q2 | $506 | Sell |
63
-843
| -93% | -$6.77K | ﹤0.01% | 3372 |
|
|
2024
Q1 | $7.21K | Sell |
906
-35
| -4% | -$279 | ﹤0.01% | 2244 |
|
|
2023
Q4 | $10.2K | Buy |
941
+7
| +0.7% | +$76 | ﹤0.01% | 1972 |
|
|
2023
Q3 | $8K | Buy |
934
+168
| +22% | +$1.44K | ﹤0.01% | 1919 |
|
|
2023
Q2 | $5.94K | Sell |
766
-903
| -54% | -$7K | ﹤0.01% | 2029 |
|
|
2023
Q1 | $15.4K | Buy |
+1,669
| New | +$15.4K | ﹤0.01% | 1602 |
|
|
2022
Q4 | – | Sell |
-1,049
| Closed | -$11K | – | 3211 |
|
|
2022
Q3 | $11K | Buy |
1,049
+1,030
| +5,421% | +$10.8K | ﹤0.01% | 1637 |
|
|
2022
Q2 | $0 | Sell |
19
-1,652
| -99% | – | ﹤0.01% | 2846 |
|
|
2022
Q1 | $22K | Buy |
1,671
+180
| +12% | +$2.37K | ﹤0.01% | 1229 |
|
|
2021
Q4 | $21K | Hold |
1,491
| – | – | ﹤0.01% | 1110 |
|
|
2021
Q3 | $20K | Buy |
+1,491
| New | +$20K | ﹤0.01% | 1038 |
|