CreativeOne Wealth’s Valley National Bancorp VLY Stock Holding History

CreativeOne Wealth’s Portfolio VLY Stock Details VLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$126K	Buy
2025 Q1	$118K	Buy
2024 Q4	$102K	Buy
2024 Q2	–	Sell
2024 Q1	$159K	Buy
2023 Q3	–	Sell
2023 Q2	$177K	Hold
2023 Q1	$211K	Hold
2022 Q4	$259K	Buy