Asset Dedication LLC’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 | $42.2K | Hold |
4,725
| – | – | ﹤0.01% | 550 |
|
|
2025
Q1 | $42K | Hold |
4,725
| – | – | ﹤0.01% | 509 |
|
|
2024
Q4 | $42.8K | Hold |
4,725
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $42.8K | Hold |
4,725
| – | – | ﹤0.01% | 529 |
|
|
2024
Q2 | $33K | Hold |
4,725
| – | – | ﹤0.01% | 564 |
|
|
2024
Q1 | $38K | Hold |
4,725
| – | – | ﹤0.01% | 486 |
|
|
2023
Q4 | $51K | Hold |
4,725
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $40K | Hold |
4,725
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $37K | Hold |
4,725
| – | – | ﹤0.01% | 477 |
|
|
2023
Q1 | $44K | Hold |
4,725
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $53K | Hold |
4,725
| – | – | 0.01% | 416 |
|
|
2022
Q3 | $51K | Buy |
+4,725
| New | +$51K | 0.01% | 406 |
|
|
2022
Q2 | – | Sell |
-4,725
| Closed | -$62K | – | 985 |
|
|
2022
Q1 | $62K | Hold |
4,725
| – | – | 0.01% | 401 |
|
|
2021
Q4 | $65K | Hold |
4,725
| – | – | 0.01% | 374 |
|
|
2021
Q3 | $63K | Buy |
+4,725
| New | +$63K | 0.01% | 376 |
|