Edgestream Partners’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
Q1 | – | Sell |
-16,349
| Closed | -$148K | – | 1095 |
|
|
2024
Q4 | $148K | Sell |
16,349
-444,883
| -96% | -$4.03M | 0.01% | 829 |
|
|
2024
Q3 | $4.18M | Buy |
461,232
+279,165
| +153% | +$2.53M | 0.18% | 177 |
|
|
2024
Q2 | $1.27M | Sell |
182,067
-210,511
| -54% | -$1.47M | 0.06% | 462 |
|
|
2024
Q1 | $3.12M | Buy |
392,578
+349,954
| +821% | +$2.79M | 0.16% | 223 |
|
|
2023
Q4 | $463K | Sell |
42,624
-44,044
| -51% | -$478K | 0.03% | 631 |
|
|
2023
Q3 | $742K | Sell |
86,668
-119,385
| -58% | -$1.02M | 0.06% | 488 |
|
|
2023
Q2 | $1.6M | Buy |
+206,053
| New | +$1.6M | 0.14% | 243 |
|
|
2022
Q4 | – | Sell |
-35,596
| Closed | -$384K | – | 647 |
|
|
2022
Q3 | $384K | Sell |
35,596
-103,314
| -74% | -$1.11M | 0.03% | 372 |
|
|
2022
Q2 | $1.45M | Buy |
138,910
+96,299
| +226% | +$1M | 0.11% | 260 |
|
|
2022
Q1 | $555K | Buy |
+42,611
| New | +$555K | 0.04% | 409 |
|