Breakwater Capital Group’s Valley National Bancorp VLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$160K Hold
2025
Q2
$135K Hold
2025
Q1
$135K Buy
2024
Q1
Sell
2023
Q4
$121K Hold
2023
Q3
$87.5K Hold
2023
Q2
$87.5K Hold
2023
Q1
$104K Sell
2022
Q4
$133K Buy