CIBC Private Wealth Group’s Valley National Bancorp VLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
26,733
+5,339
+25% +$47.7K ﹤0.01% 1045
2025
Q1
$170K Buy
21,394
+717
+3% +$5.71K ﹤0.01% 1132
2024
Q4
$186K Buy
20,677
+9,714
+89% +$87.3K ﹤0.01% 1184
2024
Q3
$99.3K Buy
10,963
+10,962
+1,096,200% +$99.3K ﹤0.01% 1484
2024
Q2
$4 Hold
1
﹤0.01% 3134
2024
Q1
$5 Buy
+1
New +$5 ﹤0.01% 3055
2022
Q2
Sell
-20,904
Closed -$272K 1313
2022
Q1
$272K Buy
20,904
+206
+1% +$2.68K ﹤0.01% 873
2021
Q4
$285K Buy
20,698
+253
+1% +$3.48K ﹤0.01% 894
2021
Q3
$272K Buy
+20,445
New +$272K ﹤0.01% 839