CFS Investment Advisory Services’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,339
| Closed | -$80K | – | 251 |
|
|
2023
Q2 | $80K | Buy |
+10,339
| New | +$80K | 0.01% | 234 |
|
|
2022
Q3 | – | Sell |
-13,966
| Closed | -$145K | – | 361 |
|
|
2022
Q2 | $145K | Sell |
13,966
-167,344
| -92% | -$1.74M | 0.02% | 204 |
|
|
2022
Q1 | $14K | Buy |
181,310
+167,384
| +1,202% | +$12.9K | 0.06% | 141 |
|
|
2021
Q4 | $194K | Buy |
13,926
+78
| +0.6% | +$1.09K | 0.03% | 213 |
|
|
2021
Q3 | $184K | Buy |
+13,848
| New | +$184K | 0.03% | 197 |
|
|
2020
Q4 | $134K | Buy |
+13,721
| New | +$134K | 0.02% | 174 |
|