CreativeOne 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 | $126K | Buy |
14,112
+869
| +7% | +$7.76K | ﹤0.01% | 1086 |
|
|
2025
Q1 | $118K | Buy |
13,243
+1,933
| +17% | +$17.2K | ﹤0.01% | 1028 |
|
|
2024
Q4 | $102K | Buy |
+11,310
| New | +$102K | ﹤0.01% | 1044 |
|
|
2024
Q2 | – | Sell |
-20,000
| Closed | -$159K | – | 922 |
|
|
2024
Q1 | $159K | Buy |
+20,000
| New | +$159K | 0.01% | 852 |
|
|
2023
Q3 | – | Sell |
-22,867
| Closed | -$177K | – | 822 |
|
|
2023
Q2 | $177K | Hold |
22,867
| – | – | 0.01% | 796 |
|
|
2023
Q1 | $211K | Hold |
22,867
| – | – | 0.01% | 738 |
|
|
2022
Q4 | $259K | Buy |
+22,867
| New | +$259K | 0.01% | 623 |
|