Concourse Financial Group Securities’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
Q1 | – | Sell |
-30
| Closed | -$294 | – | 8160 |
|
|
2024
Q4 | $294 | Hold |
30
| – | – | ﹤0.01% | 2179 |
|
|
2024
Q3 | $275 | Sell |
30
-448
| -94% | -$4.11K | ﹤0.01% | 2174 |
|
|
2024
Q2 | $3.39K | Buy |
+478
| New | +$3.39K | ﹤0.01% | 1941 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8407 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8340 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8137 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7931 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7640 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7648 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7470 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7370 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7231 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7113 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6884 |
|
|
2021
Q2 | – | Sell |
-1,285
| Closed | -$18K | – | 6637 |
|
|
2021
Q1 | $18K | Hold |
1,285
| – | – | ﹤0.01% | 1595 |
|
|
2020
Q4 | $13K | Hold |
1,285
| – | – | ﹤0.01% | 1613 |
|
|
2020
Q3 | $9K | Hold |
1,285
| – | – | ﹤0.01% | 1618 |
|
|
2020
Q2 | $10K | Hold |
1,285
| – | – | ﹤0.01% | 1505 |
|
|
2020
Q1 | $10K | Hold |
1,285
| – | – | ﹤0.01% | 1461 |
|
|
2019
Q4 | $15K | Buy |
+1,285
| New | +$15K | ﹤0.01% | 1348 |
|
|
2019
Q3 | – | Sell |
-1,285
| Closed | -$14K | – | 5525 |
|
|
2019
Q2 | $14K | Hold |
1,285
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q1 | $12K | Hold |
1,285
| – | – | ﹤0.01% | 1465 |
|
|
2018
Q4 | $11K | Buy |
+1,285
| New | +$11K | ﹤0.01% | 1404 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5208 |
|