B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,156
| Closed | -$132K | – | 1649 |
|
|
2023
Q1 | $132K | Hold |
14,156
| – | – | ﹤0.01% | 1352 |
|
|
2022
Q4 | $162K | Sell |
14,156
-188
| -1% | -$2.15K | ﹤0.01% | 1303 |
|
|
2022
Q3 | $155K | Sell |
14,344
-5
| -0% | -$54 | ﹤0.01% | 1276 |
|
|
2022
Q2 | $150K | Sell |
14,349
-4,576
| -24% | -$47.8K | 0.01% | 1084 |
|
|
2022
Q1 | $247K | Buy |
18,925
+18
| +0.1% | +$235 | 0.01% | 1104 |
|
|
2021
Q4 | $260K | Sell |
18,907
-5
| -0% | -$69 | 0.01% | 1142 |
|
|
2021
Q3 | $252K | Buy |
18,912
+511
| +3% | +$6.81K | 0.01% | 1139 |
|
|
2021
Q2 | $248K | Buy |
+18,401
| New | +$248K | 0.01% | 1124 |
|
|
2015
Q1 | – | Sell |
-6,048
| Closed | -$59 | – | 1945 |
|
|
2014
Q4 | $59 | Buy |
+6,048
| New | +$59 | ﹤0.01% | 2006 |
|
|
2014
Q3 | – | Sell |
-70,400
| Closed | -$349K | – | 1858 |
|
|
2014
Q2 | $349K | Buy |
70,400
+35,200
| +100% | +$175K | 0.08% | 270 |
|
|
2014
Q1 | $366K | Hold |
35,200
| – | – | 0.11% | 214 |
|
|
2013
Q4 | $356K | Buy |
35,200
+4,800
| +16% | +$48.5K | 0.11% | 201 |
|
|
2013
Q3 | $302K | Sell |
30,400
-15,465
| -34% | -$154K | 0.1% | 220 |
|
|
2013
Q2 | $434K | Buy |
+45,865
| New | +$434K | 0.15% | 168 |
|