Concurrent Investment Advisors’s Valley National Bancorp VLY Stock Holding History

Concurrent Investment Advisors’s Portfolio VLY Stock Details VLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$179K	Buy
2025 Q1	$177K	Sell
2024 Q4	$181K	Sell
2024 Q3	$188K	Hold
2024 Q2	$145K	Hold
2024 Q1	$165K	Buy
2023 Q4	$216K	Buy