Corient Private Wealth’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
Q2 | $1.6M | Buy |
179,502
+126,057
| +236% | +$1.13M | ﹤0.01% | 1197 |
|
|
2025
Q1 | $475K | Sell |
53,445
-20,084
| -27% | -$179K | ﹤0.01% | 1619 |
|
|
2024
Q4 | $520K | Sell |
73,529
-46,901
| -39% | -$332K | ﹤0.01% | 1597 |
|
|
2024
Q3 | $1.09M | Buy |
120,430
+53,061
| +79% | +$481K | ﹤0.01% | 1337 |
|
|
2024
Q2 | $470K | Sell |
67,369
-10,793
| -14% | -$75.3K | ﹤0.01% | 1673 |
|
|
2024
Q1 | $622K | Buy |
78,162
+1,395
| +2% | +$11.1K | ﹤0.01% | 1512 |
|
|
2023
Q4 | $834K | Sell |
76,767
-1,799
| -2% | -$19.5K | ﹤0.01% | 1357 |
|
|
2023
Q3 | $673K | Buy |
78,566
+47,106
| +150% | +$403K | ﹤0.01% | 1336 |
|
|
2023
Q2 | $244K | Sell |
31,460
-54,242
| -63% | -$420K | ﹤0.01% | 1782 |
|
|
2023
Q1 | $794K | Buy |
85,702
+12,603
| +17% | +$117K | ﹤0.01% | 1176 |
|
|
2022
Q4 | $827K | Buy |
+73,099
| New | +$827K | ﹤0.01% | 967 |
|