EverSource Wealth Advisors’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.5K | Buy |
5,884
+4,177
| +245% | +$37.3K | ﹤0.01% | 1578 |
|
|
2025
Q1 | $15.2K | Buy |
1,707
+1,192
| +231% | +$10.6K | ﹤0.01% | 1852 |
|
|
2024
Q4 | $4.67K | Sell |
515
-231
| -31% | -$2.09K | ﹤0.01% | 2378 |
|
|
2024
Q3 | $6.76K | Sell |
746
-735
| -50% | -$6.66K | ﹤0.01% | 2081 |
|
|
2024
Q2 | $12.4K | Buy |
1,481
+430
| +41% | +$3.61K | ﹤0.01% | 1739 |
|
|
2024
Q1 | $7.37K | Sell |
1,051
-1,610
| -61% | -$11.3K | ﹤0.01% | 1847 |
|
|
2023
Q4 | $28.9K | Sell |
2,661
-1,306
| -33% | -$14.2K | ﹤0.01% | 1097 |
|
|
2023
Q3 | $34K | Sell |
3,967
-2,351
| -37% | -$20.1K | ﹤0.01% | 948 |
|
|
2023
Q2 | $49K | Buy |
6,318
+5,241
| +487% | +$40.6K | 0.01% | 844 |
|
|
2023
Q1 | $9.95K | Buy |
+1,077
| New | +$9.95K | ﹤0.01% | 1357 |
|