Carson Wealth (CWM LLC)’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Sell |
93,333
-36,238
| -28% | -$323K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $1.15M | Buy |
129,571
+104,640
| +420% | +$930K | ﹤0.01% | 1056 |
|
|
2024
Q4 | $226K | Buy |
24,931
+2,699
| +12% | +$24.5K | ﹤0.01% | 1748 |
|
|
2024
Q3 | $201K | Buy |
22,232
+14,054
| +172% | +$127K | ﹤0.01% | 1751 |
|
|
2024
Q2 | $57K | Sell |
8,178
-226
| -3% | -$1.58K | ﹤0.01% | 2386 |
|
|
2024
Q1 | $67K | Buy |
8,404
+4,521
| +116% | +$36K | ﹤0.01% | 2115 |
|
|
2023
Q4 | $42K | Sell |
3,883
-375
| -9% | -$4.06K | ﹤0.01% | 2298 |
|
|
2023
Q3 | $36K | Buy |
4,258
+188
| +5% | +$1.59K | ﹤0.01% | 2296 |
|
|
2023
Q2 | $32K | Sell |
4,070
-1,692
| -29% | -$13.3K | ﹤0.01% | 2326 |
|
|
2023
Q1 | $53K | Sell |
5,762
-2,474
| -30% | -$22.8K | ﹤0.01% | 1840 |
|
|
2022
Q4 | $93K | Buy |
8,236
+1,794
| +28% | +$20.3K | ﹤0.01% | 1409 |
|
|
2022
Q3 | $70K | Buy |
6,442
+1,522
| +31% | +$16.5K | ﹤0.01% | 1501 |
|
|
2022
Q2 | $51K | Buy |
4,920
+2,680
| +120% | +$27.8K | ﹤0.01% | 1624 |
|
|
2022
Q1 | $29K | Buy |
2,240
+233
| +12% | +$3.02K | ﹤0.01% | 1859 |
|
|
2021
Q4 | $28K | Buy |
+2,007
| New | +$28K | ﹤0.01% | 1811 |
|
|
2021
Q2 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1660 |
|
|
2021
Q1 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1660 |
|
|
2020
Q4 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1660 |
|
|
2020
Q3 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1660 |
|
|
2020
Q2 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1660 |
|
|
2020
Q1 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1660 |
|
|
2019
Q4 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1660 |
|
|
2019
Q3 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1660 |
|
|
2019
Q2 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1660 |
|
|
2019
Q1 | $27K | Buy |
+2,007
| New | +$27K | ﹤0.01% | 1660 |
|
|
2018
Q4 | – | Sell |
-84
| Closed | -$1K | – | 2251 |
|
|
2018
Q3 | $1K | Buy |
84
+5
| +6% | +$60 | ﹤0.01% | 1760 |
|
|
2018
Q2 | $1K | Buy |
+79
| New | +$1K | ﹤0.01% | 1608 |
|