Annis Gardner Whiting Capital Advisors’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 | $282K | Sell |
31,337
-3,708
| -11% | -$33.4K | 0.1% | 183 |
|
|
2025
Q1 | $314K | Buy |
35,045
+940
| +3% | +$8.43K | 0.13% | 145 |
|
|
2024
Q4 | $312K | Hold |
34,105
| – | – | 0.09% | 173 |
|
|
2024
Q3 | $312K | Sell |
34,105
-7,982
| -19% | -$73K | 0.09% | 179 |
|
|
2024
Q2 | $297K | Hold |
42,087
| – | – | 0.08% | 184 |
|
|
2024
Q1 | $338K | Buy |
42,087
+16,387
| +64% | +$132K | 0.12% | 138 |
|
|
2023
Q4 | $281K | Hold |
25,700
| – | – | 0.12% | 127 |
|
|
2023
Q3 | $221K | Buy |
+25,700
| New | +$221K | 0.12% | 130 |
|