Coldstream Capital Management’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 | – | Sell |
-6,137
| Closed | -$54.6K | – | 3292 |
|
|
2025
Q1 | $54.6K | Buy |
+6,137
| New | +$54.6K | ﹤0.01% | 1659 |
|
|
2024
Q2 | – | Sell |
-11,066
| Closed | -$88.1K | – | 1046 |
|
|
2024
Q1 | $88.1K | Buy |
+11,066
| New | +$88.1K | ﹤0.01% | 981 |
|
|
2023
Q2 | – | Sell |
-10,006
| Closed | -$92.5K | – | 878 |
|
|
2023
Q1 | $92.5K | Buy |
+10,006
| New | +$92.5K | ﹤0.01% | 812 |
|
|
2022
Q2 | – | Sell |
-10,466
| Closed | -$136K | – | 852 |
|
|
2022
Q1 | $136K | Sell |
10,466
-1,039
| -9% | -$13.5K | ﹤0.01% | 762 |
|
|
2021
Q4 | $158K | Buy |
+11,505
| New | +$158K | 0.01% | 829 |
|