Confluence Wealth Services’s Valley National Bancorp VLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$493K Hold
2025
Q1
$476K Hold
2024
Q4
$540K Hold
2024
Q3
$500K Hold
2024
Q2
$385K Hold
2024
Q1
$439K Hold
2023
Q4
$599K Hold
2023
Q3
$472K Hold
2023
Q2
$428K Hold
2023
Q1
$510K Hold
2022
Q4
$624K Hold
2022
Q3
$595K Hold
2022
Q2
$686K Hold
2022
Q1
$718K Hold
2021
Q4
$758K Buy