CIA
Concurrent Investment Advisors’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Buy |
20,005
+134
| +0.7% | +$1.2K | ﹤0.01% | 1277 |
|
|
2025
Q1 | $177K | Sell |
19,871
-139
| -0.7% | -$1.24K | ﹤0.01% | 1141 |
|
|
2024
Q4 | $181K | Sell |
20,010
-750
| -4% | -$6.8K | ﹤0.01% | 988 |
|
|
2024
Q3 | $188K | Hold |
20,760
| – | – | 0.01% | 941 |
|
|
2024
Q2 | $145K | Hold |
20,760
| – | – | ﹤0.01% | 895 |
|
|
2024
Q1 | $165K | Buy |
20,760
+889
| +4% | +$7.08K | 0.01% | 819 |
|
|
2023
Q4 | $216K | Buy |
+19,871
| New | +$216K | 0.01% | 741 |
|