Creative Planning’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 | $968K | Sell |
108,445
-52,779
| -33% | -$471K | ﹤0.01% | 1870 |
|
|
2025
Q1 | $1.43M | Buy |
161,224
+55,025
| +52% | +$489K | ﹤0.01% | 1429 |
|
|
2024
Q4 | $962K | Buy |
106,199
+42,534
| +67% | +$385K | ﹤0.01% | 1668 |
|
|
2024
Q3 | $577K | Buy |
63,665
+14,794
| +30% | +$134K | ﹤0.01% | 1973 |
|
|
2024
Q2 | $341K | Sell |
48,871
-31,526
| -39% | -$220K | ﹤0.01% | 2238 |
|
|
2024
Q1 | $640K | Sell |
80,397
-14,572
| -15% | -$116K | ﹤0.01% | 1665 |
|
|
2023
Q4 | $1.03M | Buy |
94,969
+17,440
| +22% | +$189K | ﹤0.01% | 1211 |
|
|
2023
Q3 | $664K | Buy |
77,529
+11,335
| +17% | +$97K | ﹤0.01% | 1373 |
|
|
2023
Q2 | $513K | Buy |
66,194
+45,964
| +227% | +$356K | ﹤0.01% | 1528 |
|
|
2023
Q1 | $187K | Buy |
20,230
+6,088
| +43% | +$56.3K | ﹤0.01% | 2146 |
|
|
2022
Q4 | $160K | Sell |
14,142
-3,290
| -19% | -$37.2K | ﹤0.01% | 2058 |
|
|
2022
Q3 | $188K | Buy |
17,432
+7,360
| +73% | +$79.4K | ﹤0.01% | 1919 |
|
|
2022
Q2 | $105K | Buy |
10,072
+9,914
| +6,275% | +$103K | ﹤0.01% | 1958 |
|
|
2022
Q1 | $2K | Buy |
+158
| New | +$2K | ﹤0.01% | 2244 |
|
|
2021
Q2 | – | Sell |
-14,609
| Closed | -$201K | – | 2337 |
|
|
2021
Q1 | $201K | Buy |
14,609
+3,407
| +30% | +$46.9K | ﹤0.01% | 2058 |
|
|
2020
Q4 | $109K | Buy |
+11,202
| New | +$109K | ﹤0.01% | 1959 |
|
|
2019
Q2 | – | Sell |
-10,853
| Closed | -$104K | – | 1963 |
|
|
2019
Q1 | $104K | Sell |
10,853
-1,383
| -11% | -$13.3K | ﹤0.01% | 1689 |
|
|
2018
Q4 | $109K | Sell |
12,236
-19,897
| -62% | -$177K | ﹤0.01% | 1610 |
|
|
2018
Q3 | $361K | Sell |
32,133
-5,511
| -15% | -$61.9K | ﹤0.01% | 1274 |
|
|
2018
Q2 | $458K | Sell |
37,644
-36,455
| -49% | -$444K | ﹤0.01% | 1106 |
|
|
2018
Q1 | $923K | Buy |
74,099
+59,458
| +406% | +$741K | ﹤0.01% | 774 |
|
|
2017
Q4 | $164K | Buy |
14,641
+563
| +4% | +$6.31K | ﹤0.01% | 1650 |
|
|
2017
Q3 | $170K | Buy |
14,078
+237
| +2% | +$2.86K | ﹤0.01% | 1628 |
|
|
2017
Q2 | $163K | Buy |
13,841
+1,041
| +8% | +$12.3K | ﹤0.01% | 1630 |
|
|
2017
Q1 | $151K | Sell |
12,800
-6,553
| -34% | -$77.3K | ﹤0.01% | 1666 |
|
|
2016
Q4 | $225K | Buy |
19,353
+4,617
| +31% | +$53.7K | ﹤0.01% | 1345 |
|
|
2016
Q3 | $143K | Buy |
14,736
+3,406
| +30% | +$33.1K | ﹤0.01% | 1601 |
|
|
2016
Q2 | $103K | Sell |
11,330
-19,118
| -63% | -$174K | ﹤0.01% | 1653 |
|
|
2016
Q1 | $290K | Hold |
30,448
| – | – | ﹤0.01% | 1009 |
|
|
2015
Q4 | $300K | Buy |
30,448
+7,850
| +35% | +$77.3K | ﹤0.01% | 981 |
|
|
2015
Q3 | $222K | Sell |
22,598
-667
| -3% | -$6.55K | ﹤0.01% | 1130 |
|
|
2015
Q2 | $240K | Buy |
23,265
+667
| +3% | +$6.88K | ﹤0.01% | 824 |
|
|
2015
Q1 | $213K | Sell |
22,598
-239
| -1% | -$2.25K | ﹤0.01% | 1158 |
|
|
2014
Q4 | $222K | Hold |
22,837
| – | – | ﹤0.01% | 1074 |
|
|
2014
Q3 | $221K | Buy |
22,837
+19,209
| +529% | +$186K | ﹤0.01% | 1001 |
|
|
2014
Q2 | $36K | Buy |
3,628
+600
| +20% | +$5.95K | ﹤0.01% | 2083 |
|
|
2014
Q1 | $32K | Hold |
3,028
| – | – | ﹤0.01% | 2085 |
|
|
2013
Q4 | $31K | Hold |
3,028
| – | – | ﹤0.01% | 1937 |
|
|
2013
Q3 | $30K | Sell |
3,028
-500
| -14% | -$4.95K | ﹤0.01% | 1856 |
|
|
2013
Q2 | $33K | Buy |
+3,528
| New | +$33K | ﹤0.01% | 1624 |
|