Breakwater Capital Group’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 | $135K | Hold |
15,137
| – | – | 0.02% | 337 |
|
|
2025
Q1 | $135K | Buy |
+15,137
| New | +$135K | 0.02% | 323 |
|
|
2024
Q1 | – | Sell |
-11,295
| Closed | -$121K | – | 268 |
|
|
2023
Q4 | $121K | Hold |
11,295
| – | – | 0.03% | 244 |
|
|
2023
Q3 | $87.5K | Hold |
11,295
| – | – | 0.03% | 216 |
|
|
2023
Q2 | $87.5K | Hold |
11,295
| – | – | 0.03% | 196 |
|
|
2023
Q1 | $104K | Sell |
11,295
-460
| -4% | -$4.25K | 0.04% | 184 |
|
|
2022
Q4 | $133K | Buy |
+11,755
| New | +$133K | 0.07% | 166 |
|