Cerity Partners’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 | $2.5M | Buy |
279,700
+25,857
| +10% | +$231K | ﹤0.01% | 1111 |
|
|
2025
Q1 | $2.26M | Buy |
253,843
+82,425
| +48% | +$733K | ﹤0.01% | 1054 |
|
|
2024
Q4 | $1.55M | Sell |
171,418
-9,489
| -5% | -$86K | ﹤0.01% | 1218 |
|
|
2024
Q3 | $1.64M | Buy |
180,907
+43,364
| +32% | +$393K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $960K | Sell |
137,543
-63,441
| -32% | -$443K | ﹤0.01% | 1249 |
|
|
2024
Q1 | $1.6M | Buy |
200,984
+51,598
| +35% | +$411K | ﹤0.01% | 1070 |
|
|
2023
Q4 | $1.62M | Buy |
+149,386
| New | +$1.62M | 0.01% | 825 |
|
|
2023
Q3 | – | Sell |
-146,964
| Closed | -$1.14M | – | 1714 |
|
|
2023
Q2 | $1.14M | Buy |
146,964
+2,871
| +2% | +$22.3K | ﹤0.01% | 887 |
|
|
2023
Q1 | $1.33M | Sell |
144,093
-195
| -0.1% | -$1.8K | ﹤0.01% | 860 |
|
|
2022
Q4 | $1.63M | Buy |
144,288
+1,063
| +0.7% | +$12K | 0.01% | 564 |
|
|
2022
Q3 | $1.55M | Sell |
143,225
-20,854
| -13% | -$225K | 0.02% | 422 |
|
|
2022
Q2 | $1.71M | Buy |
164,079
+22,590
| +16% | +$235K | 0.02% | 435 |
|
|
2022
Q1 | $1.84M | Buy |
+141,489
| New | +$1.84M | 0.03% | 345 |
|