Cambridge Investment Research 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 | $118K | Hold |
13,171
| – | – | ﹤0.01% | 3450 |
|
|
2025
Q1 | $117K | Sell |
13,171
-20
| -0.2% | -$178 | ﹤0.01% | 3332 |
|
|
2024
Q4 | $120K | Hold |
13,191
| – | – | ﹤0.01% | 3302 |
|
|
2024
Q3 | $120K | Sell |
13,191
-16,347
| -55% | -$149K | ﹤0.01% | 3241 |
|
|
2024
Q2 | $206K | Buy |
29,538
+12,057
| +69% | +$84.1K | ﹤0.01% | 3006 |
|
|
2024
Q1 | $139K | Sell |
17,481
-8,031
| -31% | -$63.9K | ﹤0.01% | 3103 |
|
|
2023
Q4 | $277K | Sell |
25,512
-8,614
| -25% | -$93.5K | ﹤0.01% | 2653 |
|
|
2023
Q3 | $292K | Sell |
34,126
-257
| -0.7% | -$2.2K | ﹤0.01% | 2513 |
|
|
2023
Q2 | $266K | Buy |
34,383
+9,700
| +39% | +$75K | ﹤0.01% | 2646 |
|
|
2023
Q1 | $228K | Hold |
24,683
| – | – | ﹤0.01% | 2720 |
|
|
2022
Q4 | $279K | Sell |
24,683
-382
| -2% | -$4.32K | ﹤0.01% | 2488 |
|
|
2022
Q3 | $271K | Buy |
25,065
+1,500
| +6% | +$16.2K | ﹤0.01% | 2454 |
|
|
2022
Q2 | $245K | Hold |
23,565
| – | – | ﹤0.01% | 2557 |
|
|
2022
Q1 | $307K | Buy |
23,565
+612
| +3% | +$7.97K | ﹤0.01% | 2535 |
|
|
2021
Q4 | $316K | Sell |
22,953
-185
| -0.8% | -$2.55K | ﹤0.01% | 2487 |
|
|
2021
Q3 | $308K | Sell |
23,138
-2,337
| -9% | -$31.1K | ﹤0.01% | 2444 |
|
|
2021
Q2 | $342K | Sell |
25,475
-3,790
| -13% | -$50.9K | ﹤0.01% | 2375 |
|
|
2021
Q1 | $402K | Sell |
29,265
-1,179
| -4% | -$16.2K | ﹤0.01% | 2061 |
|
|
2020
Q4 | $297K | Buy |
30,444
+31
| +0.1% | +$302 | ﹤0.01% | 2148 |
|
|
2020
Q3 | $208K | Buy |
30,413
+11,018
| +57% | +$75.4K | ﹤0.01% | 2211 |
|
|
2020
Q2 | $152K | Sell |
19,395
-2,747
| -12% | -$21.5K | ﹤0.01% | 2237 |
|
|
2020
Q1 | $162K | Sell |
22,142
-4,652
| -17% | -$34K | ﹤0.01% | 1996 |
|
|
2019
Q4 | $307K | Sell |
26,794
-1,854
| -6% | -$21.2K | ﹤0.01% | 1898 |
|
|
2019
Q3 | $311K | Buy |
28,648
+4,073
| +17% | +$44.2K | ﹤0.01% | 1795 |
|
|
2019
Q2 | $265K | Hold |
24,575
| – | – | ﹤0.01% | 1823 |
|
|
2019
Q1 | $235K | Sell |
24,575
-886
| -3% | -$8.47K | ﹤0.01% | 1966 |
|
|
2018
Q4 | $226K | Buy |
25,461
+782
| +3% | +$6.94K | ﹤0.01% | 1844 |
|
|
2018
Q3 | $278K | Sell |
24,679
-266
| -1% | -$3K | ﹤0.01% | 1839 |
|
|
2018
Q2 | $303K | Buy |
24,945
+200
| +0.8% | +$2.43K | ﹤0.01% | 1720 |
|
|
2018
Q1 | $308K | Buy |
24,745
+2,958
| +14% | +$36.8K | ﹤0.01% | 1656 |
|
|
2017
Q4 | $244K | Sell |
21,787
-230
| -1% | -$2.58K | ﹤0.01% | 1788 |
|
|
2017
Q3 | $265K | Buy |
22,017
+200
| +0.9% | +$2.41K | ﹤0.01% | 1634 |
|
|
2017
Q2 | $258K | Sell |
21,817
-1,113
| -5% | -$13.2K | ﹤0.01% | 1603 |
|
|
2017
Q1 | $271K | Sell |
22,930
-200
| -0.9% | -$2.36K | ﹤0.01% | 1454 |
|
|
2016
Q4 | $269K | Buy |
23,130
+4,590
| +25% | +$53.4K | 0.01% | 1341 |
|
|
2016
Q3 | $180K | Sell |
18,540
-200
| -1% | -$1.94K | ﹤0.01% | 1584 |
|
|
2016
Q2 | $171K | Hold |
18,740
| – | – | ﹤0.01% | 1408 |
|
|
2016
Q1 | $179K | Sell |
18,740
-1,101
| -6% | -$10.5K | ﹤0.01% | 1425 |
|
|
2015
Q4 | $195K | Sell |
19,841
-200
| -1% | -$1.97K | ﹤0.01% | 1382 |
|
|
2015
Q3 | $197K | Sell |
20,041
-500
| -2% | -$4.92K | 0.01% | 1263 |
|
|
2015
Q2 | $212K | Hold |
20,541
| – | – | 0.01% | 1258 |
|
|
2015
Q1 | $194K | Sell |
20,541
-1,575
| -7% | -$14.9K | 0.01% | 1261 |
|
|
2014
Q4 | $215K | Buy |
22,116
+1,075
| +5% | +$10.5K | 0.01% | 1177 |
|
|
2014
Q3 | $204K | Hold |
21,041
| – | – | 0.01% | 1295 |
|
|
2014
Q2 | $209K | Buy |
+21,041
| New | +$209K | 0.01% | 1182 |
|
|
2014
Q1 | – | Sell |
-12,935
| Closed | -$131K | – | 1344 |
|
|
2013
Q4 | $131K | Hold |
12,935
| – | – | 0.01% | 1148 |
|
|
2013
Q3 | $129K | Hold |
12,935
| – | – | 0.01% | 1107 |
|
|
2013
Q2 | $122K | Buy |
+12,935
| New | +$122K | 0.01% | 1041 |
|