CAPTRUST Financial 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 | $455K | Sell |
50,928
-16,089
| -24% | -$144K | ﹤0.01% | 1789 |
|
|
2025
Q1 | $596K | Buy |
67,017
+28,602
| +74% | +$254K | ﹤0.01% | 1550 |
|
|
2024
Q4 | $348K | Sell |
38,415
-14,195
| -27% | -$129K | ﹤0.01% | 1813 |
|
|
2024
Q3 | $477K | Buy |
52,610
+4,344
| +9% | +$39.4K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $337K | Sell |
48,266
-4,449
| -8% | -$31.1K | ﹤0.01% | 1744 |
|
|
2024
Q1 | $420K | Sell |
52,715
-4,884
| -8% | -$38.9K | ﹤0.01% | 1578 |
|
|
2023
Q4 | $626K | Sell |
57,599
-13,731
| -19% | -$149K | ﹤0.01% | 1576 |
|
|
2023
Q3 | $611K | Sell |
71,330
-43
| -0.1% | -$368 | ﹤0.01% | 1514 |
|
|
2023
Q2 | $553K | Sell |
71,373
-44
| -0.1% | -$341 | ﹤0.01% | 1567 |
|
|
2023
Q1 | $660K | Sell |
71,417
-187
| -0.3% | -$1.73K | ﹤0.01% | 1260 |
|
|
2022
Q4 | $810K | Sell |
71,604
-2,378
| -3% | -$26.9K | ﹤0.01% | 1085 |
|
|
2022
Q3 | $799K | Sell |
73,982
-6,972
| -9% | -$75.3K | ﹤0.01% | 1033 |
|
|
2022
Q2 | $844K | Buy |
80,954
+66,147
| +447% | +$690K | 0.01% | 920 |
|
|
2022
Q1 | $194K | Buy |
14,807
+3,069
| +26% | +$40.2K | ﹤0.01% | 1748 |
|
|
2021
Q4 | $163K | Sell |
11,738
-599
| -5% | -$8.32K | ﹤0.01% | 1788 |
|
|
2021
Q3 | $166K | Sell |
12,337
-2,848
| -19% | -$38.3K | ﹤0.01% | 1700 |
|
|
2021
Q2 | $206K | Sell |
15,185
-6,954
| -31% | -$94.3K | ﹤0.01% | 1500 |
|
|
2021
Q1 | $306K | Buy |
22,139
+7,631
| +53% | +$105K | ﹤0.01% | 1214 |
|
|
2020
Q4 | $143K | Buy |
14,508
+2,045
| +16% | +$20.2K | ﹤0.01% | 1343 |
|
|
2020
Q3 | $86K | Sell |
12,463
-4,439
| -26% | -$30.6K | ﹤0.01% | 1403 |
|
|
2020
Q2 | $126K | Buy |
16,902
+2,810
| +20% | +$20.9K | ﹤0.01% | 1236 |
|
|
2020
Q1 | $96K | Sell |
14,092
-6,906
| -33% | -$47K | ﹤0.01% | 1140 |
|
|
2019
Q4 | $239K | Buy |
20,998
+20,180
| +2,467% | +$230K | ﹤0.01% | 917 |
|
|
2019
Q3 | $9K | Sell |
818
-200
| -20% | -$2.2K | ﹤0.01% | 1541 |
|
|
2019
Q2 | $11K | Hold |
1,018
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q1 | $10K | Buy |
+1,018
| New | +$10K | ﹤0.01% | 1394 |
|
|
2018
Q4 | – | Sell |
-2,777
| Closed | -$32K | – | 1683 |
|
|
2018
Q3 | $32K | Hold |
2,777
| – | – | ﹤0.01% | 877 |
|
|
2018
Q2 | $34K | Buy |
+2,777
| New | +$34K | ﹤0.01% | 782 |
|