CWS
Confluence Wealth Services’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Hold |
55,174
| – | – | 0.03% | 246 |
|
|
2025
Q1 | $476K | Hold |
55,174
| – | – | 0.03% | 236 |
|
|
2024
Q4 | $540K | Hold |
55,174
| – | – | 0.04% | 210 |
|
|
2024
Q3 | $500K | Hold |
55,174
| – | – | 0.04% | 219 |
|
|
2024
Q2 | $385K | Hold |
55,174
| – | – | 0.03% | 259 |
|
|
2024
Q1 | $439K | Hold |
55,174
| – | – | 0.04% | 220 |
|
|
2023
Q4 | $599K | Hold |
55,174
| – | – | 0.07% | 165 |
|
|
2023
Q3 | $472K | Hold |
55,174
| – | – | 0.09% | 164 |
|
|
2023
Q2 | $428K | Hold |
55,174
| – | – | 0.09% | 173 |
|
|
2023
Q1 | $510K | Hold |
55,174
| – | – | 0.12% | 138 |
|
|
2022
Q4 | $624K | Hold |
55,174
| – | – | 0.16% | 117 |
|
|
2022
Q3 | $595K | Hold |
55,174
| – | – | 0.25% | 114 |
|
|
2022
Q2 | $686K | Hold |
55,174
| – | – | 0.3% | 112 |
|
|
2022
Q1 | $718K | Hold |
55,174
| – | – | 0.26% | 106 |
|
|
2021
Q4 | $758K | Buy |
+55,174
| New | +$758K | 0.24% | 100 |
|