Creative Planning’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 | $968K | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $962K | Buy |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $640K | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $664K | Buy |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $187K | Buy |
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|
2022
Q4 | $160K | Sell |
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|
2022
Q3 | $188K | Buy |
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|
2022
Q2 | $105K | Buy |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q4 | $109K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $104K | Sell |
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|
2018
Q4 | $109K | Sell |
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|
2018
Q3 | $361K | Sell |
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|
2018
Q2 | $458K | Sell |
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|
2018
Q1 | $923K | Buy |
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|
2017
Q4 | $164K | Buy |
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|
2017
Q3 | $170K | Buy |
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|
2017
Q2 | $163K | Buy |
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|
2017
Q1 | $151K | Sell |
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|
2016
Q4 | $225K | Buy |
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|
2016
Q3 | $143K | Buy |
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|
2016
Q2 | $103K | Sell |
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|
2016
Q1 | $290K | Hold |
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|
2015
Q4 | $300K | Buy |
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|
2015
Q3 | $222K | Sell |
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|
2015
Q2 | $240K | Buy |
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|
2015
Q1 | $213K | Sell |
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|
2014
Q4 | $222K | Hold |
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|
2014
Q3 | $221K | Buy |
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|
2014
Q2 | $36K | Buy |
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|
2014
Q1 | $32K | Hold |
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|
2013
Q4 | $31K | Hold |
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|
2013
Q3 | $30K | Sell |
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|
2013
Q2 | $33K | Buy |
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