CI Investments Inc’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-31,813
| Closed | -$337K | – | 1235 |
|
|
2025
Q3 | $337K | Sell |
31,813
-4,207
| -12% | -$42K | ﹤0.01% | 591 |
|
|
2025
Q2 | $322K | Sell |
36,020
-2,535
| -7% | -$22K | ﹤0.01% | 615 |
|
|
2025
Q1 | $343K | Buy |
38,555
+3,962
| +11% | +$37.5K | ﹤0.01% | 602 |
|
|
2024
Q4 | $313K | Buy |
34,593
+25,278
| +271% | +$245K | ﹤0.01% | 618 |
|
|
2024
Q3 | $84K | Buy |
9,315
+651
| +8% | +$5.29K | ﹤0.01% | 896 |
|
|
2024
Q2 | $60K | Sell |
8,664
-1,703
| -16% | -$12.4K | ﹤0.01% | 935 |
|
|
2024
Q1 | $83K | Buy |
10,367
+3,383
| +48% | +$30.1K | ﹤0.01% | 937 |
|
|
2023
Q4 | $76K | Buy |
6,984
+1,256
| +22% | +$11.3K | ﹤0.01% | 905 |
|
|
2023
Q3 | $49K | Sell |
5,728
-4
| -0.1% | -$36 | ﹤0.01% | 972 |
|
|
2023
Q2 | $44K | Buy |
5,732
+305
| +6% | +$2.43K | ﹤0.01% | 977 |
|
|
2023
Q1 | $50K | Buy |
5,427
+429
| +9% | +$4.75K | ﹤0.01% | 901 |
|
|
2022
Q4 | $57K | Buy |
4,998
+1,120
| +29% | +$13.2K | ﹤0.01% | 895 |
|
|
2022
Q3 | $42K | Sell |
3,878
-195
| -5% | -$2.25K | ﹤0.01% | 870 |
|
|
2022
Q2 | $42K | Sell |
4,073
-3,132
| -43% | -$37.2K | ﹤0.01% | 856 |
|
|
2022
Q1 | $94K | Hold |
7,205
| – | – | ﹤0.01% | 870 |
|
|
2021
Q4 | $99K | Sell |
7,205
-4,224
| -37% | -$58.6K | ﹤0.01% | 902 |
|
|
2021
Q3 | $152K | Buy |
11,429
+602
| +6% | +$7.78K | ﹤0.01% | 779 |
|
|
2021
Q2 | $145K | Buy |
10,827
+4,061
| +60% | +$56.7K | ﹤0.01% | 803 |
|
|
2021
Q1 | $93K | Buy |
6,766
+105
| +2% | +$1.26K | ﹤0.01% | 784 |
|
|
2020
Q4 | $65K | Buy |
6,661
+1,396
| +27% | +$12.1K | ﹤0.01% | 802 |
|
|
2020
Q3 | $36K | Buy |
+5,265
| New | +$39.1K | ﹤0.01% | 770 |
|
Other funds holding VLY
NAMI
ACL
